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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.

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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Upgrade your service business

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