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As a small business owner, you don’t have time for complicated tools or wasted opportunities. Personify’s Forms feature makes capturing leads simple and effective. Create professional, on-brand forms in minutes, collect the information you need, and automatically send it to your CRM for follow-up. It’s the easiest way to turn visitors into loyal customers, no tech skills required.

Key Features

Whether you’re designing a contact form or collecting sign-ups for your next event, our drag-and-drop editor makes it simple. Customize every detail to match your brand without needing to subscribe to yet another app.

Every lead you capture is automatically synced to your CRM, so you can follow up with a quick email, assign tasks to your team, or nurture them through an automated workflow. No missed opportunities, no extra work.

Forms are mobile-friendly by default, so customers can sign up or inquire from their phone, tablet, or desktop.

Use smart fields and conditional logic to create dynamic forms that adapt to each customer’s needs—no more one-size-fits-all.

Add forms to your website, emails, or pop-ups with a few clicks. No need to link other apps through APIs and integrations.

Keep customer information safe with encrypted data capture, giving you and your clients peace of mind.

Why choose Personify?

  • Save Time, Do More: Build and launch forms in minutes—without outsourcing or juggling multiple tools and apps and hoping they all connect.
  • Conditional Forms, Built-in: Don’t pay extra for conditional form features. Direct your customers automatically based on their answers.
  • Focus on Growth, Not Admin: Automatically sync data with your CRM, eliminating manual entry and freeing up your time for what matters.
  • Boost Conversions with Smarter Design: Dynamic forms create a personalized experience that drives more leads, while analytics help you fine-tune your results.
  • Be Professional Without Breaking the Bank: Your forms will look polished, on-brand, and trustworthy, showing your customers you mean business.
  • All-in-One Platform Convenience: With forms integrated into Personify’s suite of tools, you can collect, manage, and act on leads without switching platforms.

Use Cases

Service Providers: Plumbers, electricians, landscapers, and other small business owners can use forms to collect service requests and book appointments instantly.

Boutique Shops: Offer forms for event RSVPs, loyalty program sign-ups, or personalized product recommendations.

Fitness Studios: Simplify new client sign-ups, class registrations, and waiver submissions.

Non-Profit Organizations: Streamline donation pledges and volunteer applications.

Freelancers & Creatives: Collect project inquiries and client briefs without cluttering your inbox.

Make the Personify shift in your business today