Quickly move leads down the sales funnel.
Pass lead information to one of our customer relationship management partners, like Salesforce, for instant sales follow-up. Use Formstack Sync to create a bi-directional data sync, which ensures your marketing and sales teams have a consistent view of all lead data across your marketing and sales software.
Automatically generate sales documents.
Easily design beautiful sales documents to help close deals quickly by adding Formstack Documents to your tech stack. From presentation automation and sales quotes to personalized welcome letters and proposals, make your team more efficient by eliminating manual document creation.
Re-engage lost leads.
Never lose a lead again! Partial Submissions allows your team to view the unfinished responses of people who start your forms and leave. Unlock greater sales by re-engaging with these lost leads, and unveil the reasons behind form abandonment. Use these insights to improve your forms and conversion rates.