Client Intake Form
Use this client intake form in your business to gather all necessary information from new arriving customers on your website.
123FormBuilder is a versatile tool for building forms and surveys, trusted by users in over 185 countries. You can personalize this client intake form template in any way you want, without having to write a single line of code. Furthermore, you can add your own logo, change the form's theme, drag & drop additional fields, use multiple recipients, secure submissions, and more.
Collect & manage data
Streamline responses over a secure SSL connection that this client intake form comes with. Manage all entries in a dedicated database from where you can export your entries in CSV, PDF and Excel. Connect this client intake form with various third-party apps, such as Google Drive, Dropbox and MailChimp. You can also build reports with widgets and grahps that highlight valuable insights.
Optimize your flow
Paper forms are from the past. With 123FormBuilder, you can create amazing online client intake forms that speed up the data collection process. Each time someone will complete your client intake form, you will be notified by email or SMS immediately. Get the best out of client intake forms with 123FormBuilder.