Capture leads and feedback with custom forms
Collecting information from leads and customers is an important part of running a business — whether someone requests a service, asks for information, or shares feedback. Client Harbor lets you create customizable forms and surveys for websites, landing pages, or direct sharing. When a form is completed, the information is automatically stored in the CRM so you can track responses and take the appropriate next steps.
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What’s inside Forms & Surveys
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Every inquiry, captured
Capture Lead Information
Forms make it easy for potential customers to submit contact details and service requests — you can collect names, contact information, and other relevant details. When a form is submitted, the lead is automatically added to the CRM as a new contact, letting you begin communication immediately. By capturing lead information directly into the platform, you reduce the risk of missed opportunities.
- Collect details & requests
- Auto-added as a contact
- Start communication immediately
- No missed opportunities
Know your best fits
Qualify Leads More Effectively
Surveys let you collect more detailed information from prospects before a conversation even begins. By asking targeted questions, you better understand the lead's needs — helping your team determine whether the lead is a good fit and how best to approach the conversation. Better lead qualification lets you focus time on the opportunities most likely to convert.
- Ask targeted questions
- Understand needs upfront
- Spot the best-fit leads
- Focus on what converts
Built for your workflow
Customize Questions and Responses
Every business collects different information. Client Harbor lets you customize forms and surveys to match your needs — questions can gather simple contact details, service preferences, scheduling information, or other relevant data. This flexibility lets you create forms and surveys that support your specific workflow and customer interactions.
- Match your exact needs
- Contact, service & scheduling fields
- Flexible question types
- Built for your workflow
Connected to the contact
Organize Responses Inside the CRM
Once a form or survey is submitted, the responses are stored within the contact record in the CRM, keeping all collected information connected to the right person. Team members can review responses, add notes, and use the information to guide future communication — keeping records clear and helping you respond more effectively to inquiries.
- Stored on the contact
- Review & add notes
- Guide future communication
- Clear, organized records
One tool, many uses
Support Lead Generation and Customer Feedback
Forms and surveys serve multiple purposes throughout the customer journey — generating leads, collecting service requests, gathering feedback, and more. By placing forms on websites and landing pages, you capture inquiries at any time, and surveys can gather feedback after services are completed. These tools keep you informed about customer needs while maintaining a steady flow of new opportunities.
- Generate leads anytime
- Collect service requests
- Gather post-service feedback
- A steady opportunity flow
Every submission acted on
Turn Information Into Action
Collecting information is only valuable when it leads to meaningful action. Client Harbor connects forms and surveys directly to the CRM and automation system, so you can respond quickly and ensure every submission receives attention. By capturing information, organizing it in the CRM, and using it to guide communication, forms and surveys help you better understand customers and act on every opportunity.
- Connected to automation
- Respond instantly
- Every submission gets attention
- Act on every opportunity
