Capture Better Leads.

Collect SMARTER Data.

Automate the Follow-Up
with SMART Forms AI

Build High-Converting Forms & Surveys in Minutes with

our SMART Forms AI-Powered Personalisation

and Full CRM Integration

Forms are the front door to your business — but not all forms are created equal.

With our SMART Forms & Surveys feature, powered by Forms AI,

you can create intelligent, engaging forms that capture qualified leads,

onboard clients, run feedback surveys, and trigger automated follow-ups

— all from one place.

No more static forms.

No more dropped leads.

Just powerful, purpose-driven form workflows that convert.

What is the

SMART Forms & Surveys AI feature?


Our SMART Forms & Surveys AI feature is a fully customisable,

drag-and-drop form builder enhanced with AI capabilities,

full CRM integration, and workflow automation.

From simple contact forms to multi-step client intake or quiz-style lead funnels,

Forms AI helps you engage smarter, qualify faster, and act immediately.

Key Features

Drag-and-Drop

Form & Survey Builder


Design beautiful, mobile-optimised forms and surveys in minutes — no coding required.

Forms AI Smart Suggestions


Let AI recommend form fields, questions, and CTAs based on your goals (e.g. lead gen, client intake, feedback, onboarding).

Full CRM

Integration


Every form submission creates or updates a contact in your CRM — complete with tags, notes, and source tracking.

Conditional Logic &

Multi-Step Forms


Create dynamic, interactive experiences with branching paths based on user answers or input types.

Automated

Follow-Up Workflows


Trigger email/SMS sequences, assign tasks, and move leads through your pipeline automatically after form submission.

Survey Analytics

& Completion Insights


Track open rates, completions, drop-off points, and response data to improve future forms and user journeys.

Securde Data Collection & POPIA Compliance


Built with local privacy standards in mind, your forms come with opt-in checkboxes, consent fields, and secure encryption. all in one place.

EMBED

Anywhere

Add your forms to landing pages, SMART websites, email campaigns, pop-ups, or share standalone form links directly.

Replace all other platforms and tools with

ONE software that does it all.

Forms & Survey Builder

Easier for leads to become clients

Looking for a way to onboard clients and collect their details?

Craft custom forms in minutes without any tech hassle. Capture leads, and gather feedback effortlessly. Create drag-and-drop forms and surveys that make it easy for clients to fill out.

Connects with the TOOLS you're already using

Who This is Perfect For

Coaches

Who are running client intake forms, booking requests, or project scopes

Consultants

Who are capturing leads or onboarding clients

Small Business Owners

collecting reviews, running surveys, or qualifying leads

Ready to grow your business?

Benefits Over Traditional Form Builders

Basic Form Tools

SMART Forms & Surveys AI

No automation

Limited CRM visibility

No smart logic

Manual follow-ups

Generic forms & templates

Triggers workflows instantly

Full CRM sync & lead tracking

AI-generated questions & logic paths

Automated email/SMS after form fill

Customised experiences with branding, logic & AI copy

TESTIMONIALS

What Our Clients Are Saying

"Total game-changer"

“I created an onboarding form with Forms AI and it not only looked professional — it automatically added clients to my CRM and sent them welcome emails. Total game-changer.”

— Zanele K., Wellness Coach, Johannesburg

"My life changed forever"

“We use Forms AI for client surveys, lead qualification, and post-call feedback. It’s streamlined our entire service workflow.”


— Sipho D., Marketing Consultant, Durban

"Highly recommend this"

"I did not realise what a gamechanger this tool could be, it literally changed the way I create my content..."

Lizzi, Graphic Designer, Cape Town

Start Capturing High-Quality Leads & Client Data

Without the Admin Headaches

With our SMART Forms & Surveys AI Tool and full automation, you’re not just collecting data — you’re activating it.


Build forms that work harder and convert faster.

FAQ

Can I use these forms to collect leads and automatically follow up?

Yes! Every form is connected to your CRM and workflows, so you can instantly send follow-up emails, SMS, assign tasks, or move leads in your pipeline.

What does Forms AI actually do?

Forms AI helps you generate high-converting form content, suggests smart questions based on your goal, and even tailors the experience based on user input.

Can I use conditional logic to show or hide questions based on answers?

Absolutely. You can build dynamic forms with logic that adapts in real-time — perfect for quizzes, client qualification, and surveys.

Can I embed these forms into my website, funnels, or emails?

Yes. You can embed forms directly on your SMART Website, landing pages, funnels, or share as standalone URLs.

Is the data collected secure and POPIA compliant?

Yes. All data is securely stored and encrypted. You can add custom opt-in checkboxes and terms to ensure full compliance with South African privacy laws.