Platform · Module 06 of 15
Smart Forms
Forms that build the record for you: the homeowner's answers, photos, and source arrive as a finished lead, not an email to retype.
Smart Forms
Every form posts into the CRM. No inbox, no retyping, no lost requests.
Roof estimate request
Sample submission. The answers above created a lead, attached the photos, and started follow-up on their own.
- 14 submissions this month
- 9 submissions this month
- Sent after first contact, feeds the quote
- Fires at the win moment, with permission
The system look: this is the Smart Forms module as it runs inside a company workspace, shown with a fictional roofing company and sample data.
How It Operates
How Smart Forms works on a real job
- 1
The form builds the record
Name, job details, photos, and contact info land as structured fields on a new lead. Nothing is retyped from an email.
- 2
Source is attached automatically
Each form knows where it lives: your site, the hub, a quiz page. The lead carries that source from birth.
- 3
Follow-up starts at submit
The moment a form is submitted, the lead enters the pipeline and your agent's follow-up begins. Speed to lead is measured in minutes.
- 4
Honest until it is wired
A form is only called live after a real test submission lands in your workspace end to end. Until then the page says so, in the open, with a phone path.
What setup takes
You tell us what you need to know before you quote: the questions on this screen are a starting set for roofing. We build the forms, place them on your pages and the hub, wire the endpoints, and verify live test submissions from every placement.
Watch
The Smart Forms explainer
Explainer filming in production
The video walkthrough for this module, a NotebookLM explainer wrapped in the Kraken intro and outro, lands in this slot as soon as it clears production.
Listen
The Smart Forms podcast
Podcast in production
The audio overview for this module, generated from the same production brief as the explainer, lands in this slot as soon as it clears production.