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Forms App

Collect client information seamlessly by creating customizable forms with 6 question types and sharing it with clients.

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Powerful out-of-the box functionality, ready to go

Provide clients a uniform experience with on-brand design, combined in-product notifications, and consistent email notifications. And with modularity built-in, start with just one App, and add more when the time is right.

Form Management

View everything Forms-related in a single place. On this page you can understand which forms have pending submissions, share forms with new clients, export data, and more.

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Give your team all the tools it needs for forms, data intake, and more

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Notifications

Form notifications to clients are intelligently grouped and only sent when needed.

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Automations

Automatically assign forms to clients when they sign up or any defined action takes place.

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Exports

Export forms and form response data in CSV format to use externally.

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Question Types

Create forms with short text, long text, file upload, and multiple choice fields.

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"Copilot is the ultimate sidekick for Trulytell - it lets us streamline our client communication, manage projects, and create a special on-brand experience for our clients. "

Joshua Brueckner

Founder, Trulytell

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Start, run, and grow your business

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