Grow Your Business Leads With CRM Form Builder

Growing your business after establishment can prove to be a challenge without the proper tools or practices. You will need to find the right target audience for your products or services or capture those who have an interest in your business.

The process is called Lead Generation, which essentially captures a customer’s interest and turns it into a potential sale. One of the best ways to generate leads is to use a form builder. There are several third-party online form builders available on the internet, but also most of the best CRM software on the market has an integrated form builder that you can easily and freely use.
 

What Is a Form Builder?

A form builder is a clever way to generate and capture leads. It allows you to create embedded forms on your business’s website or social media profiles that interested customers can fill. As soon as customers submit this form, their information is sent directly to your CRM software. Form builders usually allow you to customize the questions you want to present to your audience or potential leads and integrate your brand’s color schemes and logo to make it unique for your business.

Some CRM softwares also allow you to create multiple forms for your website, and each regards a different purpose or a customer’s need. For example, Monday.com allows you to create a Contact form, Order Form, and Registration form. Depending on your business’s type and services, you can customize your forms, share them with clients, or embed them on your website.
 

Form Builder’s Best Features

Drag and Drop

Drag and drop allows you to easily add as many fields in your form as you want and adjust their orders with the drag and drop feature.
 

Ease of Use

Most form builders are easy to use, thanks to their user-friendly interfaces. So you never waste your valuable time creating a number of forms.
 

Multiple Share Channels

Most form builders also allow you to share your forms across different channels, like email, SMS, social media, links, and much more.
 

Customizability

Form builders allow you to customize your form’s design and color scheme to your business’s branding and make it attractive to capture customers’ eyes and interest.
 

Email Auto-responder

Email auto-responder automates emails to customers; you can personalize those emails by thanking the customer for their time or interest in your product, service, or for their feedback.
 

Best Online Form Builders

1. JotForm

JotForm is a custom online form and data collection tool. You can use it to gather all your potential customer’s information and have them automatically integrated into your CRM software. You can also use JotForm to collect online payments and easily sell products or collect donations.

JotForm offers a variety of templates and themes that you can choose from to get started with your online forms, or you can build new ones from scratch. Some of JotForm’s key features include:

• PDF Editor
• Conversational Forms
• White Labeling
• Report Builder
• Multiple Users
• Conditional Logic
   

2. Forms.io

Forms.io is one of the most popular form builders on the market that integrates with almost all CRM softwares. It packs a user-friendly interface with drag-and-drop capabilities and an advanced UI designer.

Forms.io allows you to create single-step forms or multi-step forms and embed them on your website. You can also get advanced features with a paid plan, such as payment options, checkout processing, and complete design customization.
 

3. Typeform

Typeform is regarded as one of the best free online forms builders. It offers an enjoyable form experience by presenting customers with one question at a time and allowing you to customize the form’s conclusion message based on the user’s responses.

Typeform offers over 90 layouts with image, video, and GIF support. It also allows you to preview your customizations with Live Preview before settling on a design. It is also mobile-optimized for easy use on a touchscreen.

Now that we have laid out what you need to know about how to grow your business and leads with a form builder, let us present you with the best CRM software that packs a form builder and can help your business grow drastically.
 

Best CRM Software Recommendations

1. Monday.com CRM

Monday.com offers comprehensive customer relationship and lead management software that promises to grow your business and boost its conversion rates. Its CRM is feature-packed with great solutions and an intuitive, user-friendly interface. Its key features include:

• Lead/Pipeline Management
• Prospect Tracking
• Mobile CRM
• Project Management
• Integrations

Monday.com CRM offers four paid subscription plans and a free version for personal use with basic and limited features. Its paid plans:

The Basic plan: $8/user/month

The basic plan offers necessary basic features, which include:

• Unlimited boards
• Unlimited docs
• +200 templates
• Over 20 column types
• 500 MB file storage
• Lead, contact, and deal management
• Unlimited visual sales pipelines
• Unlimited contacts
• Unlimited custom fields
• Unlimited free viewers
• Full mobile CRM
• Document management
• Full API access

The Standard Plan: $10/user/month

The Standard plan includes everything in the Basic plan, plus:

• Timeline view
• Guest access
• 2-way email integration with Gmail or Outlook
• Sales analytics
• Mailchimp integration
• Sales goals and forecasting
• Calendar view
• Automation
• Integrations
• 20 GB file storage

The Pro plan: $16/user/month

The Pro plan is great for growing businesses; it packs everything in the Basic plan, in addition to:

• Customized notifications
• Marketing activity management
• Advanced permissions
• Time tracking
• Workflow and approval automation
• Advanced reports (dashboards with up to 20 boards)
• Private boards and docs
• Formula column

The Enterprise plan: Quote-based

The Enterprise plan is the fully-featured CRM package from Monday.com. It packs everything in the Pro plan, plus the following:

• Enterprise-scale automation and integrations
• Enterprise-grade security and governance
• Advanced reporting and analytics
• Multi-level permissions
• Tailored onboarding
• Premium 24/7 priority support
• A dashboard that combines up to 50 boards
• 1000 GB file storage

2. Zendesk CRM

Zendesk is our second recommendation for CRM software to grow your business and leads with its numerous feature-rich platforms. Zendesk CRM is a top-rated market-leading software; some of its key features include:

• Ticketing system
• Sales Email Intelligence
• Native Dialer
• Sales Prospecting
• Mobile CRM\

As for its subscription plans, Zendesk CRM offers the following plans:

Sell Team plan: $19/user/month, billed annually

The Sell Team plan includes the following features:

• Email integration
• Up to 3 paid users
• 1 custom sales pipeline
• Built-in click-to-dial & call recording
• Fully featured mobile CRM
• Apps & integrations

Sell Professional: $49/user/month, billed annually

This plan packs the following features:

• Unlimited paid users
• Personalized bulk emailing
• Unlimited email templates
• Sales goals & forecasting
• Unlimited custom fields
• Advanced call analytics

Sell Enterprise: $99/user/month, billed annually

The Enterprise plan packs everything in the Sell Professional plan, plus:

• 2 sales pipelines 
• Personalized bulk emailing
• Sales goals & forecasting
• Unlimited custom fields
• Advanced call analytics
• Activity reports
• Advanced permissions
• Product catalog
• Lead and deal scoring
• Task automation
• Customized notifications

Sell Elite: $199/user/month

The Sell Elite plan is the fully-featured CRM package, which offers everything in the previous plans, plus the following:

• Open API
• Rep performance reports
• Advanced sales insight reports
• Success insight reports

3. Salesmate CRM

Our last recommendation for one of the best CRM software goes for Salesmate. Salesmate CRM offers industry-specific solutions with its feature-packed CRM software. Some of its supported industries include Real Estate, Construction, Law Firms, SaaS, and much more.

Salesmate CRM’s key features include:

• Contact Management
• Pipeline Management
• Built-in Calling
• Text Messaging
• Marketing Automation
• Product Management

Salesmate offers four plans for its CRM software, each tailored with a set of features suitable for every business size and need. Its plans are:

Starter plan: $12/user/month

Its features include the following:

• Contact management
• Email Sync, Tracking & Templates
• Multiple Pipeline Management
• Standard Dashboard & Reports
• Workflow Management
• Built-in Calling & Text
• Web forms
• Lists

Growth plan: $24/user/month

The Growth plan is best for growing small businesses, and it includes everything in the Starter plan, plus:

• Product Management
• Goal Management
• Email Reminders & Scheduling
• Team Inbox
• Custom Dashboard & Reports
• Date based Workflows
• Custom Roles
• SSO/SAML integration

Boost plan: $40/user/month

The Boost plan packs everything in the Growth, in addition to a few extras, such as:

• Team Management
• Increased Team Inbox Limits
• Smart Activity Queue
• Power Dialer
• Voicemail Drop
• Smart Activity Queue
• IP Restriction
• Increased Workflow & Sequence Limits

Enterprise: Quote-based

The Enterprise is best for enterprises and large businesses; it is the fully-featured CRM package from Salesmate. It includes everything in the previous plans, in addition to:

• Dedicated Account Manager
• Personalized Onboarding
• Priority Support
• Dedicated Instance
• Dashboards - Unlimited
• Increased Workflow Limits
• Permissions - Unlimited
• Increased Sequence Limits