Forms, surveys & quizzes

Ask the right questions, and turn the answers into customers.

ElevateAI includes a drag-and-drop builder for forms, surveys, and quizzes that capture leads, qualify them, take payments, and drop every answer onto the contact record where your automations can act on it. A quiz can score someone as hot before you have said a word, a survey can branch based on what they tell you, and a form can collect a deposit on the spot. It's included on every plan: Core, Growth, and Pro.

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How do forms capture and qualify a lead at the same time?

A form is the cheapest salesperson you will ever hire, if it asks good questions. Build one by dragging fields into place, then add logic so the form reacts to the answers: show the questions that matter, skip the ones that don't, and quietly disqualify the requests you don't want.

Drag-and-drop builder with no code
Text, dropdown, radio, checkbox, date, signature, and more
Conditional logic: show or hide fields, redirect, or disqualify
Multi-step forms with save-and-resume
Address autocomplete so you get a real, deliverable address
File upload for photos, plans, and documents
Spam protection with email validation, SMS verification, and CAPTCHA

What makes a survey get better answers than a form?

People abandon a wall of twelve questions. A survey asks one thing at a time, shows how much is left, and jumps ahead based on what someone already told you, so it feels like a short conversation instead of paperwork. And if they stop halfway, you still have the contact.

One question at a time, with a progress bar
Branching "jump-to" logic based on any answer
Save and resume on a different device
A contact is created even on partial completion
Every answer stored on the contact record, not in a silo

Can a quiz tell me which leads are worth calling first?

That's exactly what scoring is for. Give each answer points, group the points into categories like urgency, budget, and timeline, and the quiz sorts your leads for you. Show a different result page by score tier, then push the scores into CRM fields so your lists and workflows can use them.

Points per answer, with overall and per-category scores
Dynamic result pages by score tier
Scores mapped to CRM custom fields you can segment on
A "Quiz Submitted" workflow trigger
Template library so you're not starting from a blank page
Use it as a lead magnet on any page or funnel

Where do the answers go after someone hits submit?

Onto the contact record, and into motion. Submissions show up on the contact and in a submissions view you can filter and export. They can start a workflow, text the lead back, alert whoever needs to know, and send an auto-responder with a PDF attached. You can also take the money right there.

Submissions on the contact record and in a submissions view
Trigger workflows the second a form, survey or quiz is completed
Internal alerts by email, text or task assignment
Auto-responder with an optional PDF attachment
Export to Google Sheets or download as CSV
Take a payment inside a form, survey or quiz: fixed or custom amounts, products, subscriptions

Included on every plan, and a real person sets it up with you in two 1-on-1 calls in your first week.

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The part nobody else does

Every plan comes with people, not just software.

White-glove onboarding. Two 1-on-1 calls in your first week: we set up the tech with you, then train you on the daily tools. Recorded, so you keep everything.
Live chat + video support. Talk to a human when you are stuck. Screen-share when it is easier to show than tell.
Bi-weekly office hours. Drop into a live session with our team every other week. Bring questions, leave with answers.
Courses & training videos. A course library and step-by-step feature videos included with every account. Learn at 2am if that is your speed.

How onboarding works

Keep exploring

Where this fits with everything else

See all the tools

FAQ

Questions, answered

Can I take a payment on a form?

Yes. Collect a fixed amount, let the customer enter a custom amount, sell specific products, or start a subscription, inside a form, survey or quiz. The payment lands with the submission on the contact record.

Do quizzes score and sort leads?

Yes. Assign points to answers, compute an overall score plus per-category scores like urgency or budget, and map those scores to CRM custom fields. From there you can build smart lists and automations around the hot ones.

Can I add logic and branching?

Yes. Forms support conditional logic that shows or hides fields, redirects, or disqualifies a submission. Surveys and quizzes add jump-to branching so the next question depends on the last answer.

Do submissions create contacts and start automations?

Yes. Every submission creates or updates a contact (even a partial survey) and can trigger a workflow immediately, so the follow-up text or email goes out while they're still on your page.

Are there templates?

Yes. There's a quiz template library to start from, and any form, survey or quiz you build can be saved and reused across your websites, funnels, and landing pages.

See a form, survey, and quiz built live.