Centralize your marketing workflows with a seamless, all-in-one system
Transform the way your agency handles client projects with our powerful form platform. Simplify client onboarding, streamline approvals, and automate workflows to save time and reduce errors. With customizable, dynamic forms and seamless integrations, you’ll drive efficiency and improve collaboration across your team and clients.
Elevate your mental health practice with Formsort
✨ Maximize your impact
Empower your agency with intuitive tools that streamline form management, boost data collection, and facilitate seamless communication with clients, teams, and partners.
🔐 Ironclad client data protection
Ensure the safety of sensitive business and client information with top-tier encryption and strict industry compliance. We handle your security so you can focus on growing your business.
💬 Real-time team collaboration
Work together with clients and your team to create, edit, and manage forms. Assign roles and set permissions to enjoy smooth collaboration that keeps everyone on the same page.
🛠 Dynamic forms by design
Design interactive, responsive forms that adapt in real-time to user inputs—no coding skills needed. Tailor the experience for clients, teams, and stakeholders with ease.
🎨 Custom branding that speaks to your clients
Craft forms that reflect your agency's identity—custom logos, color schemes, and layouts—while seamlessly integrating them into your website for a polished and professional look. Leverage the endure range of Formsort’s tools to meet your customization needs.
📱 Optimized for every device
Ensure accessibility for all clients and team members with mobile-friendly, cross-device forms that are easy to use, wherever they are.
⚙️ Automate to accelerate
Maximize your agency's efficiency with built-in approval workflows, real-time alerts, and automated document routing—leaving you more time to focus on what matters most.
⏰ Boost response rates with smart follow-ups
Allow clients to save their progress and complete forms later. Automate follow-up reminders to increase response rates and ensure timely form completion.
🔗 Integrate seamlessly
Easily connect Formsort to your CRM, project management tools, and other essential systems to streamline data management and maintain smooth workflows. Connect seamlessly via APIs and native integrations, ensuring smooth connectivity with the systems your agency relies on.
📊 Data-driven insights to drive growth
Leverage powerful reporting tools to track form performance, identify trends, and gain actionable insights to optimize your agency’s processes and client experience.
Formsort forms that ignite marketing success
Lead generation & qualification
Capture leads from landing pages, email campaigns, or social media forms, and qualify them based on criteria such as budget and project type. Integrate forms with your CRM for smooth lead tracking and follow-up. Add some fun with confetti animation to confirm eligibility.
Client onboarding made simple
Accelerate client onboarding with dynamic forms that collect essential information and documents. Eliminate manual entry and ensure data accuracy from day one. Take advantage of Formsort’s content library to create an inventory of reusable content blocks across your forms for consistency, accuracy, and compliance.
Project intake, proposals & campaign deliverables
Streamline the entire project workflow, from initial submissions and creative briefs to proposal generation and budget approval. Use adaptive forms to gather essential project details, goals, and deliverables, and automatically generate quotes based on input data. Manage approvals for budgets, timelines, and final campaign deliverables all in one place, ensuring smooth communication and alignment across teams and clients.
Internal team collaboration & feedback
Facilitate internal collaboration by using forms for brainstorming, feedback collection, and content approval processes. Collect input from various team members and streamline approval for designs, copy, and other campaign materials. Integrate with Zapier and other tools to create a seamless workflow.
Event registration & management
Manage event sign-ups for webinars, workshops, and conferences with ease. Collect attendee information, session preferences, and payment details while automating reminders and confirmations to streamline event logistics. Use data validation to ensure accurate information collection.
Client feedback & satisfaction surveys
Collect post-campaign feedback to measure client satisfaction and gain actionable insights. Tailor surveys to specific deliverables and use automated reminders to ensure higher response rates and more comprehensive data. Personalize your surveys with template formatting functions, designed to drive engagement.
Employee onboarding and HR forms
Simplify the onboarding process for new government employees by collecting personal details, certifications, tax forms, and other essential documentation. Ensure compliance with internal policies and streamline data management. Automate the collection of necessary documentation, like licenses and training certifications, and ensure compliance with internal policies.
Content approval, legal agreements & consent forms
Streamline content approvals and legal processes with forms that allow for easy submission, review, and approval of materials like blog posts, ads, and social media content. Collect digital consent for marketing campaigns, content usage, and photography, and securely process contracts, NDAs, and other legal agreements with automated reminders and digital signatures to ensure compliance and timely approvals.
Billing & payment collection
Use forms to collect payment details and manage billing for services. Automate invoice approvals, track payment statuses, and set up recurring billing for ongoing or retainer clients. Build a seamless form ecosystem that scales with your company.
Competitor analysis & benchmarking forms
Conduct competitor research and track industry benchmarks with forms that gather data on campaigns, strategies, and performance metrics. Centralized data and built-in analytics help uncover trends and craft data-driven strategies for a competitive edge. Learn more about data collection forms.