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Forms & Intake

Collect what you need, automatically

Intake forms, lead capture, and client questionnaires — with 20+ field types, conditional logic, file uploads, and signature capture. Share via link. Responses auto-create clients, contacts, or deals. No manual re-entry.

Drag-and-drop builder

Visual form editor

20+ field types

Text, rating, files, signatures

Conditional logic

Show/hide fields by rules

Response analytics

Completion rates & tracking

Client Intake Form Active
Full Name *
Short text
Email Address *
Email
Project Budget
Dropdown
Project Details *
Long text
Upload Brief
File upload
5 fields · Published
Form Builder

Drag, drop, publish

A three-panel editor: field palette on the left, canvas in the centre, settings on the right. Pick from 20+ field types including file uploads and signatures, add layout blocks, and set validation rules. Conditional logic shows or hides fields based on previous answers, so each respondent only sees what matters to them.

  • Auto-create clients, contacts, or deals from responses
  • Conditional show/hide tailored to each respondent
Sharing & Responses

Send a link, watch the responses roll in

Publish and share via a public link or direct email. Customise the submit button, success message, and optional redirect. Set a close date or limit to one response per person. See how many people completed, abandoned, or are still filling out the form.

  • Real-time completion and abandonment analytics
  • Share by link or send directly via email
CLIENT INTAKE FORM
Response Analytics
Total
47
responses
Completed
42
89% rate
In Progress
3
Abandoned
2
12 sent via email
Template Gallery 4 templates
Onboarding Client Intake
8 fields Use template →
Discovery Project Brief
12 fields Use template →
Feedback Feedback Survey
6 fields Use template →
Marketing Lead Capture
5 fields Use template →
6 categories
Template Gallery

Skip the blank page

Pick a pre-built template for client intake, project briefs, feedback surveys, or lead capture. Every template is organised by category and fully editable — change fields, logic, and branding to match how you work. Share team templates to standardise forms across your workspace.

  • Browse by category, apply, and customise instantly
  • Reuse team templates for consistent intake
Entity Mapping

Responses become records

Map form fields to your CRM. When someone submits, Illusly creates the client, contact, or deal from their answers — name, email, company, and budget all land in the right place. Works with conditional logic so different answers can create different records. No copy-pasting.

  • Auto-create CRM records on every submission
  • Zero duplicate data entry between forms and CRM
Field Mapping Auto-create
Name
Contact Name
Email
Contact Email
Company
Client Company
Budget
Deal Value
3 records auto-created

How it works

Three steps. That's it.

No setup wizards, no onboarding calls. Just start using it.

1

Build the form

Drag fields onto the canvas: text, dropdowns, file uploads, signatures, ratings, and more. Add conditional logic to keep it short.

2

Share the link

Publish and send via link or email. Respondents fill it out in the browser on any device.

3

Let the data flow in

Responses arrive in real time. Mapped fields auto-create clients, contacts, or deals. No re-typing.

Why it matters

Collect leads while you sleep

Share a link once and responses come in around the clock. Conditional logic keeps every form short and relevant.

No more copy-pasting into your CRM

Map form fields to contacts, clients, or deals. When someone submits, the records exist before you even read the response.

See completion rates at a glance

Total, completed, abandoned, and in-progress counts on every form. You know exactly where people drop off.

FAQ

Common questions

How many field types are available?

Over 20: short text, long text, email, phone, dropdown, multi-select, checkbox, date, file upload, signature, rating, and more. Plus layout blocks like headings, paragraphs, and page breaks.

How does conditional logic work?

You set rules that show or hide fields based on previous answers. For example, a 'Budget' field only appears when someone selects 'New Project' from a dropdown.

What does entity mapping do?

It connects form fields to CRM fields. When someone submits, Illusly auto-creates a client, contact, or deal from their answers. Name maps to contact name, email to contact email, and so on.

Are there pre-built templates?

Yes. Templates for client intake, project briefs, feedback surveys, and lead capture. Every template is fully editable.

Do respondents need an Illusly account?

No. Forms are public links. Anyone with the link can fill it out in the browser on any device.

See if it fits.

Free plan. No credit card. Takes a minute.