Stop Scoping Projects Over Email. Start Every Engagement With a Brief.
Instaform gives consultants structured discovery forms, onboarding questionnaires, and feedback surveys that replace back-and-forth email threads — so you spend your time delivering value, not chasing information.
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Back-and-Forth Scoping Emails
Every new engagement starts with five to ten emails collecting basic project details that could have been captured in a single five-minute form at the beginning.
No Standardized Intake
Each consultant on the team collects client information differently — some by phone, some by email, some by spreadsheet — making it impossible to hand off projects cleanly or compare client needs.
Lost Proposal Requests
Prospects submit a generic contact form, get added to someone's inbox, and wait — while the consultant tries to remember the context of the inquiry from two weeks ago.
Client Info Scattered Across Tools
Project details live in email threads, Slack messages, shared docs, and notebook scribbles — forcing you to reconstruct the client's situation from scratch at the start of every call.
No Feedback Loop
After project delivery there is no structured way to collect client satisfaction data, testimonials, or referral opportunities — leaving insight and revenue on the table.
Manual CRM Data Entry
After finally gathering all the project details, someone still has to manually copy them into your CRM — a tedious step that often gets skipped, leaving your pipeline incomplete.
Un constructor de formularios y CRM hecho a medida para cómo trabaja tu equipo de verdad
Discovery Call Forms
Send a structured pre-call questionnaire before every discovery session so prospects arrive prepared and you arrive knowing their goals, timeline, and budget range.
Submissions Become CRM Contacts
Every completed form — from first inquiry to project brief to feedback survey — automatically creates or updates a client record in your CRM with zero manual entry.
Standardized Project Briefs
Give every consultant on your team the same project intake form so client information is collected consistently, regardless of who is leading the engagement.
Lead and Project Analytics
See which service lines attract the most inbound interest, how long it takes prospects to complete your intake form, and where your inquiry-to-proposal conversion stands.
Instant New Inquiry Alerts
Get notified the moment a prospect submits a discovery form so you can follow up while the conversation is still top of mind for both parties.
Automated Post-Project Surveys
Schedule a feedback survey to go out automatically when a project closes — capturing satisfaction scores, testimonials, and referral intent without remembering to ask.
Herramientas pensadas para tus flujos concretos
Conditional Logic
Show strategy-specific questions for strategy engagements and tech-specific questions for technology projects — one form that adapts to every service line you offer.
CRM Pipeline View
Track every lead from Initial Inquiry through Proposal Sent, Project Kickoff, and Closed — with all client details attached so any team member can pick up where another left off.
File Upload Fields
Let clients attach existing reports, org charts, contracts, or reference materials at the point of intake rather than waiting to share them over email later.
Auto-Confirmation Emails
Send a professional acknowledgment the moment a prospect submits a form, confirming receipt and outlining the next steps in your intake process.
Integrates with Your Stack
Push client intake data to HubSpot, Notion, Slack, or your project management tool via webhooks — keeping your entire workflow connected without extra manual steps.
Multi-Step Form Builder
Break long intake questionnaires into logical sections so clients complete them in manageable steps — increasing completion rates compared to a single long scrolling page.
Consultants who send a pre-call questionnaire report 40% shorter discovery calls on average.
When clients arrive at the first meeting with their goals and constraints already documented, both sides can skip the basics and get straight to strategic thinking.
Descubre cómo se compara Instaform con Typeform, JotForm y Google Forms
| Feature | Instaform | Typeform | JotForm | Google Forms |
|---|---|---|---|---|
| Starting price | Free forever | $25/mo | $34/mo | Free (limited) |
| Built-in CRM / contacts | Yes | No | No | No |
| Deal / pipeline tracking | Yes | No | No | No |
| Conditional logic | Yes | Yes (paid) | Yes (paid) | Limited |
| File upload fields | Yes | Yes (paid) | Yes | No |
| Team workspaces | Yes | Yes (paid) | Yes (paid) | Limited |
| Zapier / webhook integration | Yes | Yes | Yes | Sheets only |
Preguntas frecuentes
¿Instaform es realmente gratis para empezar?+
How long does it take to publish a form?+
How does Instaform compare to Typeform, JotForm, and Google Forms?+
Can I connect Instaform to my existing tools?+
¿Instaform soporta subida de archivos y firmas?+
¿Varios miembros del equipo pueden usar la misma cuenta?+
Replace the Scoping Email Chain With a Form
Build your first discovery questionnaire or project brief form in minutes — no code required and free to start.
- Gratis para siempre en Starter — sin tarjeta de crédito
- Respuestas ilimitadas en los planes de pago
- Contactos de CRM y pipeline de deals incluidos
- Conecta tus formularios con tus herramientas vía Zapier
- Soporte prioritario en los planes Pro y Business
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