Stop Losing Leads in Your Inbox

Instaform gives marketing agencies a smarter way to capture leads, collect client briefs, and gather campaign feedback — all in one place, with a built-in CRM pipeline.

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Sound Familiar?

These are the form and data challenges your industry faces every day

📧

Leads Go to Generic Email

Inbound leads from your website land in a shared inbox with no ownership, no priority, and no follow-up system.

🎯

No Lead Scoring

Every inquiry looks the same — you have no way to tell a hot prospect from a tire-kicker without manually reading every message.

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Client Briefs Are Incomplete

Clients submit briefs missing critical details, forcing multiple back-and-forth emails before work can even begin.

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Campaign Feedback Is Scattered

Creative approvals and campaign revisions arrive via email, Slack, and text — with no single source of truth.

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No Pipeline Visibility

You have no clear view of which prospects are in discussion, which proposals are pending, and which deals are about to close.

✍️

Manual CRM Data Entry

Every lead captured gets manually copied into your CRM, wasting time and introducing errors that cost you deals.

Why Instaform?

A form builder and CRM built around the way your team actually works

🚀

Capture Leads Automatically

Embed lead gen forms on any page of your agency website and watch every submission land directly in your CRM pipeline.

Qualify Leads Instantly

Add budget, timeline, and service-type questions to your intake forms so you know a prospect's fit before your first call.

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Complete Client Briefs Every Time

Required fields and conditional logic ensure clients submit everything you need before a project kicks off.

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Centralize Campaign Feedback

Send structured feedback forms after every campaign milestone so revision requests arrive organized, not scattered.

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See Your Full Sales Pipeline

Track every prospect from first contact to signed contract with a visual CRM board built around your intake forms.

Zero Manual CRM Entry

Form submissions automatically create and update contact records, so your team spends time selling, not typing.

Key Features

Tools designed for your specific workflows

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Branded Lead Gen Forms

Build fully branded contact and lead generation forms that match your agency's visual identity in minutes.

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Conditional Logic Briefs

Show or hide brief fields based on service type so clients only see questions relevant to their project.

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Instant Lead Notifications

Get an immediate email or Slack alert the moment a high-value prospect submits your lead form.

🗂️

Built-in CRM Pipeline

Every form submission becomes a deal card you can move through custom pipeline stages without leaving Instaform.

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Submission Analytics

See which forms drive the most leads and which questions cause drop-off so you can optimize conversion.

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Embeddable Anywhere

Embed forms on your agency website, landing pages, or share them as direct links in email campaigns.

By the Numbers
Agencies using structured intake forms close projects 40% faster.

When clients submit complete briefs upfront, agencies spend less time chasing information and more time delivering results.

Beyond Basic Form Tools

See how Instaform compares to Typeform, JotForm, and Google Forms

FeatureInstaformTypeformJotFormGoogle Forms
Starting priceFree forever$25/mo$34/moFree (limited)
Built-in CRM / contactsYesNoNoNo
Deal / pipeline trackingYesNoNoNo
Conditional logicYesYes (paid)Yes (paid)Limited
File upload fieldsYesYes (paid)YesNo
Team workspacesYesYes (paid)Yes (paid)Limited
Zapier / webhook integrationYesYesYesSheets only

Frequently Asked Questions

Is Instaform really free to start?+
Yes. Our Free plan is a real trial — 2 forms, 100 submissions per month, 1 LinkPage, and the 11 basic field types (text, email, phone, dropdown, etc.). You can feel the product end-to-end, including the LinkPage Cubby. Starter at $19/mo unlocks unlimited forms, 5,000 submissions/month, all 26 field types, all 4 Cubby workspaces (CRM, Survey, Support, LinkPage), conditional logic, Stripe payments, custom domain, and removes Instaform branding.
How long does it take to publish a form?+
Most teams publish their first live form in under five minutes. Choose a template for your industry, customize the fields and branding, and share the link or embed it on your site — no code required.
How does Instaform compare to Typeform, JotForm, and Google Forms?+
Typeform and JotForm focus purely on forms — you need separate tools for contacts and deals. Google Forms has no CRM at all. Instaform combines a drag-and-drop form builder with a built-in contacts database and deal pipeline, so your submissions flow directly into your workflow.
Can I connect Instaform to my existing tools?+
Yes. Instaform integrates with Zapier (3,000+ apps), native webhooks, and direct integrations with Slack, Google Sheets, HubSpot, and Mailchimp. Everything that enters a form can be routed wherever you need it.
Does Instaform support file uploads and signatures?+
Yes. File uploads are available on every plan — Free supports up to 2 MB per file, Starter up to 10 MB, and Pro has no size limit. E-signature fields are an advanced field type available on Starter and up. Common use cases include intake documents, contracts, proposals, ID verification, and portfolio submissions.
Can multiple team members use the same account?+
Team collaboration is a Pro feature. Free and Starter are solo plans (1 user). Pro ($29/mo) unlocks team features — invite collaborators with role-based permissions (form editors, CRM viewers, administrators) priced per additional seat. Agency/Enterprise includes unlimited team seats in the custom plan.

Your Next Client Brief, Captured Perfectly

Join thousands of agencies using Instaform to capture better leads, run cleaner briefs, and keep their pipeline full — free to start.

  • Free forever on Starter — no credit card needed
  • Unlimited form submissions on paid plans
  • CRM contacts and deal pipeline included
  • Connect forms to your existing tools via Zapier
  • Priority support on Pro and Business plans