Forms & Surveys

Capture leads with forms
that actually convert

Build beautiful lead capture forms and surveys in minutes. Every submission lands directly in your CRM.

Start Free Trial →
Form Builder

Build any form in minutes, no code

Drag and drop fields to create the exact form you need. Name, email, phone, dropdown menus, checkboxes, and fully custom fields — all without writing a single line of code.

  • Drag-and-drop field builder
  • Custom fields, dropdowns, checkboxes
  • Live preview while you build
Build your first form →
Form Builder — Buyer Inquiry
Fields
Full Name
Email Address
Phone Number
Budget Range
Timeline
Buyer Inquiry
Full Name
Enter your name
Email Address
Enter your email
Phone Number
Enter your phone
Budget Range
$400k – $600k
Auto-Create Contacts

Every form submission becomes a contact

The moment someone submits your form, Jtek instantly creates or updates their contact record — no copy-pasting, no manual entry. All their info is right there, tagged and organized.

  • Instant contact creation on submission
  • Merges data if contact already exists
  • Auto-assigns source tag from form name
See it in action →
New Contact Created
Form submitted · Contact created automatically
SL
Sandra Lopez
sandra.lopez@gmail.com · (310) 555-0147
Source: Buyer Inquiry Form
Buyer New Lead Website
Added 0 min ago
Trigger Automations

Connect any form to a full workflow

Form submissions don't just create contacts — they kick off automations. Welcome email, follow-up sequence, agent notification, and pipeline placement happen automatically the moment someone submits.

  • Trigger any automation from a form submission
  • Add to pipeline stage automatically
  • Send notifications to your team on new submissions
Connect your workflow →
Form → Automation
Trigger
Form Submitted
Buyer Inquiry
Action
Create Contact
Auto-fill name, email, phone
Action
Add Tag
New Lead · Buyer
Action
Enroll in Workflow
New Buyer Follow-Up Sequence
Surveys & Quizzes

Multi-step forms for deeper qualification

Go beyond basic contact capture. Build multi-step surveys with a progress bar to qualify buyers, onboard new clients, or collect feedback after closing — all inside Jtek.

  • Multi-step survey with progress indicator
  • Multiple choice, scale, and open text questions
  • Answers stored on the contact record
Build a survey →
Survey — Agent Satisfaction
Question 2 of 5 40%
How would you rate your experience with your agent?
😞
😐
🙂
😊
😃
What did you like most?
Type your answer here...

Forms that do the work of a full-time admin

Every lead captured, qualified, and routed — automatically.

Conditional Logic

Show or hide fields based on previous answers. Ask for budget only if they check "Ready to buy." Keep forms short and smart.

Embed Anywhere

Copy a single embed code to add any form to your website, landing page, or blog post. Works with any CMS.

Custom Confirmation

Show a thank-you message, redirect to a scheduling page, or trigger an instant text — all on submit.

File Uploads

Accept pre-approval letters, ID uploads, or photos directly through any form. Files attach to the contact record automatically.

Spam Protection

Built-in honeypot and reCAPTCHA support to keep bots out of your CRM and your pipeline clean.

Analytics

Track views, starts, completions, and drop-off rates for every form. Know exactly where leads fall off.

Turn every page visit into a pipeline lead.

Build your first form in under 5 minutes and watch leads flow directly into your CRM — no integrations, no tech headaches.

Jtek CRM
J
Your Name
Downey, CA
Dashboard
Conversations
Contacts
Opportunities
Marketing
Automation
Today's Leads 5 new →
MS
Maria SantosNEW2m ago
Instagram DM"Hi, I saw your post about the listing on Maple..."
JR
James RiveraNEW18m ago
Web FormSubmitted buyer inquiry — budget $420K
DK
Dana KimNEW1h ago
Open HouseSigned in at 428 Maple Ave open house
TW
Tyler WalshNEW2h ago
Door KnockLogged via mobile — interested in downsizing
PN
Priya NairNEW3h ago
Facebook AdClicked "Get Home Value" — first-time buyer
J
Jtek CRM
Today's Leads 5 new
MS
Maria Santos
Instagram DM
NEW2m ago
JR
James Rivera
Web Form
NEW18m ago
DK
Dana Kim
Open House
NEW1h ago
TW
Tyler Walsh
Door Knock
2h ago
PN
Priya Nair
Facebook Ad
3h ago