Custom client forms tailored to your business

Collect and centralize your client information from intake forms to end-of-project surveys.

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A lightweight form builder fully integrated with your CRM

Clients & Projects

Send forms to specific clients, on specific projects, for specific use-cases with ease.

Flexible fields

With the customizable field types, you can create the perfect form to fit your needs.

Reusable forms

Standardize your end-to-end client process by reusing the same forms for new projects.

Integrate your forms

Forms that work with your client list and projects. Embed your lead capture form on your website or send surveys via Bonsai. 

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Customize fields

With flexible field types, you can get multiple-choice responses or free-form answers to best capture your client input. Make the forms your own.

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Be more effective

Continue iterating on your questionnaires for new projects and improve your client experience. Send out the same forms or create a new one instantly.

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Browse Bonsai’s form templates

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Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform.

Frequently asked questions

Can I embed forms on my website?

With Bonsai Forms, you can not only embed forms on your website, but you can also capture responses to your custom forms in a CRM that is included with your subscription. Whether you are collecting initial consultation information from a client to schedule a meeting, or enabling a new client intake form, Bonsai Forms has you covered.

Can I customize forms?

Totally. With flexible fields, and multiple input and form selection criteria you have the unique ability to create custom forms for almost any use case and all phases of your project including intake forms, surveys and client questionnaires, client feedback forms, and much more. But don’t feel the need to start from scratch! We have tons of amazing form templates that you can use right out of the box. Get started in minutes by signing up for a free trial.