Forms & Surveys
Capture every lead, qualify every prospect, and collect feedback without a single phone call.
TraxionLab's form and survey builder turns your intake process into a system. Leads arrive with context instead of questions. Clients submit their information before the first call instead of during it. Every submission automatically creates or updates a CRM contact and can trigger a workflow to start follow-up immediately.
What you're dealing with before this exists
Leads arrive without enough context to qualify them
Someone fills out your contact form with their name and phone number. Now you have to call them, figure out what they need, where they are, what their timeline is, and whether they're even a fit. You're doing intake work over the phone that could have been collected before the first conversation. Time you spend asking basic questions is time you're not spending closing.
Client intake is a phone call that takes 20 minutes and produces no record
You take notes on a notepad or in your head. You ask the same questions every time. You forget something, call back, ask again. There's no consistent intake record attached to the contact. When you hand a job off to a technician, they're starting from scratch too.
Customer feedback is never systematically collected
You have a general sense of how happy your customers are but no data to support it. You ask informally. You get informal answers. There's no survey, no scoring, no record of sentiment over time. When you want to improve something, you're working from impressions, not information.
Everything Forms & Surveys lets you accomplish
Drag-and-drop form builder with conditional logic
Build forms with text fields, dropdowns, checkboxes, file uploads, date pickers, and signature fields. Add conditional logic to show or hide fields based on a respondent's previous answers. A commercial prospect sees different questions than a residential one without you building two forms.
Multi-step forms
Break long forms into multiple focused steps. Instead of a single page with 15 fields, present three pages with five each. Multi-step format consistently improves completion rates because each step feels manageable on its own.
Partial submission capture
Capture a lead's name and contact information the moment they enter it, even if they abandon the form before completing it. Someone who fills out step one and leaves is still a lead you can follow up with, not a missed opportunity.
File upload fields
Let contacts upload photos, documents, or reference files directly through the form. A client submitting a service request can attach photos of the space. An intake form can collect required documents before the first appointment.
Auto-create and update CRM contacts on submission
Every form submission automatically creates a new CRM contact or updates an existing one if a match is found. No manual entry, no import step. The lead exists in your system the moment they submit.
Redirect after submission
Send respondents to a custom thank-you page, a booking page, or any URL after they submit. Move a pre-qualified lead directly into the scheduling flow without them having to navigate anywhere.
NPS and rating scale surveys
Build surveys with Net Promoter Score questions, star ratings, and multiple choice responses. Track satisfaction at scale with real numbers instead of informal impressions.
Logic jumps between survey sections
Route respondents to different survey sections based on their answers. A promoter gets a referral prompt. A detractor gets a service recovery path. The survey adapts to the person taking it.
Post-survey automation
Trigger a workflow the moment a survey is submitted. A low NPS score creates a task and notifies a manager. A high score sends a review request automatically. Survey data becomes action, not a spreadsheet.
What changes when this is running
Pre-qualify before the first call
A contractor using a multi-step intake form on their website collects service type, location, timeline, and budget before any human contact happens. By the time you call, you already know if they're a fit. The conversation becomes a confirmation, not a discovery session.
Every submission starts a workflow
A form submission is not just data collection. It is the start of an automated sequence: a welcome text, a pipeline entry, an assigned task, a booking prompt. The form is the trigger. Everything that follows runs automatically.
Feedback that closes the loop
A satisfaction survey sent after every completed job gives you a consistent, scored record of how customers feel. Low scores get routed to a recovery workflow before they become a bad review. High scores get a review request before the moment passes.
Questions about Forms & Surveys
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Forms & Surveys is one part of the TraxionLab platform. Every plan includes all core features so you can see exactly how the whole system works together before you commit.
Works best alongside
Workflows & Automation
Replace Zapier, your email tool, and your manual follow-up process with one connected workflow builder.
CRM & Contacts
Know every customer. Never lose a lead. Stop running your business from memory.
Dashboards & Reporting
See the numbers that matter. Run your business on data, not gut feel.