Features | Forms
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Life is better with forms

Forms make things easy. You want to be able to collect information from prospects and clients, connect this information to your tools and start communicating right away. With forms from ClientCircle, you’ll get the details you need and kick off custom, automated campaigns to convert more leads, retain more clients and sell more policies.

Forms by ClientCircle

Forms that connect to your CRM

Use form responses to automate prospect and client communications and campaigns.

Forms by ClientCircle in action

Unlimited forms for better workflows

Build as many forms as you need to create seamless experiences for your prospects, clients and employees.

Premade templates with forms by ClientCircle

Use form templates or create your own forms

Convert leads with forms by ClientCircle

Convert more leads with simple quote request forms

Automate with forms by ClientCircle

Start automatic campaigns when someone submits a form

Follow up with forms by ClientCircle

Follow up with form responders automatically

Notify employees with forms by ClientCircle

Notify employees when someone submits a form

Integrate your third-party forms with ClientCircle

Host forms on third-party websites

Ready to connect your tools? Schedule a demo with us:


Great automation tools, easy to use. Helps solidify higher retention with current clients.

Justin Colvin

The Medicare Help Desk

*Net Promoter, Net Promoter System, Net Promoter Score, NPS and the NPS-related emoticons are registered trademarks of Bain & Company, Inc., Fred Reichheld and Satmetrix Systems, Inc.