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Design Flexible Forms for Every Business Workflow

Build and deploy customized forms effortlessly using Xodox CRM’s Form Builder, a powerful online form creation tool designed to capture accurate data and streamline operations. Whether you’re collecting leads through contact management, gathering customer feedback via survey management tools, or managing internal requests with workflow automation, Xodox’s form builder adapts to your unique business needs.

With an intuitive drag-and-drop interface, teams can create, edit, and manage forms directly inside the CRM. Xodox CRM’s form automation software eliminates manual data handling, improves data accuracy, and ensures every submission is instantly synced with CRM records, deal management, and ticketing workflows, saving time while boosting overall efficiency across teams.

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  • No contract, Cancel Anytime

Why Use a Form Builder in Your CRM?

Have you been wondering:

Manually collecting data across disconnected tools often leads to broken workflows, lost leads, and inconsistent records. A built-in CRM form builder removes these gaps by connecting data capture directly with your sales, marketing, and support processes.

Have you been facing challenges like:

  • Struggling to show or hide form fields dynamically based on user inputs, lead type, or business rules?

  • Noticing users drop off mid-form without knowing where or why they disengage?

  • Relying on third-party tools like Google Forms or Typeform that don’t sync cleanly with your CRM data?

  • Managing leads, survey responses, or internal requests manually instead of automating workflows?

With Xodox CRM’s Form Builder, you can design smart, conditional forms that adapt in real time, capture structured data accurately, and instantly connect submissions to contact management, deal management, survey tools, and ticketing workflows all without leaving your CRM.

This results in better data quality, higher form completion rates, and faster action across teams.

Key Features of Form Builder

Intelligent Conditional Logic
  • Create adaptive forms that dynamically adjust based on user input.
  • Personalize experiences while collecting precise and relevant data.
Complete and Partial Data Capture
  • Save every detail, even from incomplete submissions.
  • Ensure no valuable data is ever lost through the form builder online.
Versatile Use Cases

Design forms for:

  • Lead Generation
  • Customer Feedback
  • Employee Surveys
  • Event Registration
Templates with Custom Field Support
  • Leverage ready-made templates to speed up form creation.
  • Add custom fields for personalized lead capture, surveys, or customer feedback.
Seamless CRM Integration
  • Sync data automatically within Xodox CRM for effortless form builder and CRM integration.
  • Link responses directly to leads, customers, and tasks for better tracking.
Analytics for Optimization
  • Pinpoint drop-off points using real-time analytics.
  • Optimize forms for improved completion rates and engagement.
Multi-Data Type Capture
  • Collect diverse data types like signatures, dates, colors, and ratings.
  • Integrate everything into one streamlined and powerful form creation platform.

How Form Builder Works in Xodox CRM

Design Custom Forms

Use an easy drag-and-drop form builder online interface to create personalized forms tailored to your business goals.

Enable Conditional Logic

Add smart logic to guide users based on their responses and improve form completion rates.

Distribute Forms Easily

Share your forms via email, social media, or embed them directly on your website all managed through the online form builder.

Track User Interactions

Monitor real-time submissions, analyze user activity, and identify drop-off points for better performance insights.

Sync Data Automaticall

Integrate form submissions directly into your CRM to ensure smooth data flow and streamlined workflows without manual effort.

Why Choose Form Builder by Xodox CRM?

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Benefits of Using Form Builder

Increased Data Accuracy:

Collect clean, structured, and reliable information using smart validations and conditional logic built into the CRM form builder. Every submission syncs instantly with Xodox CRM, reducing manual errors and ensuring accurate data across contact management, deal pipelines, and internal workflows.

 

Improved User Engagement

Create adaptive, dynamic forms that change based on user responses, intent, or lead type. These personalized experiences reduce drop-offs and increase completion rates, helping sales and marketing teams capture better insights directly into the CRM.

 

Streamlined Operations

Automatically route form submissions into CRM workflows, eliminating repetitive manual tasks. From lead assignment to ticket creation and follow-ups, Xodox’s form builder connects data collection with workflow automation for faster execution across teams.

 

Actionable Insights

Track form performance, submission trends, and user behavior using built-in CRM analytics and reporting tools. These insights help you optimize forms, improve conversion paths, and make data-driven decisions that impact revenue and customer experience.

 

Enhanced Professionalism

Design branded, modern forms that reflect your business identity using customizable templates and drag-and-drop controls. Every form aligns visually and functionally with your CRM, reinforcing trust and consistency at every customer touchpoint.

 

Success Stories from Happy Customers

"Form Builder has transformed our lead generation process. The conditional logic makes every interaction feel personalized."

Sarah J.

Marketing Manager - Tech Innovators Ltd.
"With real-time analytics, we’ve identified and fixed drop-off points in our forms, increasing completion rates by 30%!"

Alex R.

Operations Lead - Global Retail Partners
"The seamless integration with Xodox CRM saves us hours of manual work. We’re collecting and using data more effectively than ever."

Priya S.

Customer Success Manager -Luxury Realty Group
"Form Builder’s multi-data type capture allows us to collect exactly what we need from clients. It’s a perfect solution for complex forms."

Emily K.

Sales Manager - Green Energy Solutions
"The pre-designed templates made it so easy to get started. We’ve created dozens of forms in minutes!"

Liam K.

Business Development Manager - Healthcare Innovations

Simple Pricing, Powerful and Unlimited Features

Go Monthly
Xodox CRM Features
$29
$
20
/Month
Minimum 2 Users required
Contact Management
Sales Automation
Project Management
Task Management
Marketing Automation
Reports & Analytics
Invoices
Estimates
Web Forms
24/7 Support
Sign Up Now
15 Days free trial
Most Popular
Go Annually
Xodox CRM Features
$259
$
220
/Year
Minimum 2 Users required
Contact Management
Sales Automation
Project Management
Task Management
Marketing Automation
Reports & Analytics
Invoices
Estimates
Web Forms
24/7 Support
Sign Up Now
15 Days free trial

Need help with our plans?

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Frequently Asked Questions

What is Xodox Form Builder?

Xodox Form Builder is an intuitive tool that lets you create custom online forms for lead capture, feedback, surveys, and data collection — all directly within the CRM.

How does Xodox Form Builder help businesses?

It streamlines data collection by integrating form submissions automatically into relevant CRM modules like Leads, Deals, or Contacts.

Can I customize form fields and design in Xodox?

Yes. You can add custom fields, change layouts, and apply your brand colors and logo to each form.

Does Xodox support form embedding on websites?

Absolutely. Xodox provides an embed code so you can easily place your forms on any website or landing page.

Can I automate responses after a form is submitted?

Yes. You can set up automatic thank-you emails, lead assignments, or workflows after form submission.

Is Xodox Form Builder mobile-friendly?

Yes. All forms are responsive and work seamlessly across mobile and desktop devices.

30-Day Guarantee

Risk-free with a 30-day money-back promise.

Intuitive Design

Easy to adopt, faster to master.

24/7 Support

Always here, anytime you need us.

Get Your CRM Today

Elevate Your Form-Building Experience Today!

Start creating smarter, more effective forms with Form Builder by Xodox CRM.

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