Formzz

Description

Formzz brings forms, chat and scheduling together in one connected flow for capturing and routing leads. Teams can build branded forms, add an AI chat widget powered by their own knowledge base, offer meeting scheduling and booking, and use lead-qualification flows and routing rules to send each lead to the right person. It is aimed at sales teams, recruiters, founders, agencies, event organizers, freelancers, real-estate agents and healthcare providers.

The platform includes a form builder, chat widget, knowledge base, scheduling and booking, link sharing and embedding, and basic analytics, along with a library of templates for lead capture, client intake, job applications, event registration, surveys, quizzes and polls. Higher tiers add lead routing, webhook and CRM integrations with HubSpot and Salesforce, custom domains, branding removal, advanced routing and analytics, SSO/SAML and API access.

The free plan includes unlimited forms, unlimited responses, one user, the chat widget, knowledge base and scheduling with no credit card required. Paid Professional and Business plans, billed annually, expand team seats, integrations and support.

Formzz's Core Features

• Branded form builder with templates

• AI chat widget powered by your knowledge base

• Meeting scheduling and booking

• Lead qualification flows and routing rules

• HubSpot and Salesforce integrations plus webhooks

• Custom domains and branding removal on paid plans

• Free plan with unlimited forms and responses

How to use Formzz?

1. 1

   Build a form: Create a branded form from a template or from scratch.

2. 2

   Add chat and scheduling: Enable the AI chat widget and meeting booking.

3. 3

   Set routing: Configure qualification flows and routing rules.

4. 4

   Capture and route leads: Collect responses and send each lead to the right person.

Formzz's Use Cases

• Lead capture and routing
• Client intake
• Meeting booking
• Recruiting

FAQ from Formzz

• Can I try Formzz for free?

  Yes. The free plan includes unlimited forms, responses, the chat widget and scheduling with no credit card required.

• How does the chat widget work?

  Formzz offers an AI chat widget powered by your own knowledge base to engage and qualify visitors.

• Can I customize branding?

  Yes. Paid plans let you remove Formzz branding and use custom domains.

• Is there a limit on team members?

  The free plan is limited to one user, while Professional adds more seats and Business supports unlimited members.

• Which CRMs does it integrate with?

  Professional plans add HubSpot and Salesforce integrations along with webhooks.

• Can I change plans later?

  Yes. You can upgrade as your team grows, with discounts available for annual billing.