Formzz
Forms, AI chat and booking in oneCapture and qualify leads without extra tools
Highlights
What you can do with it
- Filter out unqualified enquiries before the sales team sees them
- Screen candidates at scale with templates and qualification questions
- Run a waitlist or survey to validate a product idea
How to use it
- 1 Register on the Formzz site and start with a template or a blank form
- 2 Add question types and style the form to match your brand
- 3 Set routing rules so responses reach the right person
- 4 Embed the form or share the link
- 5 Use AI chat for live visitor questions and book meetings
- 6 Connect HubSpot or Salesforce for lead management
Who it is for
Pros
- Forms, chat and booking in one place instead of three tools
- Qualification questions stop junk leads before they cost time
- Routing and CRM integration keep follow-up automatic
Limitations
- The business plan is $49 per month after the free trial
- AI chat quality depends on how well your knowledge base is written
- Automated qualification is a filter, not a judgement, and good leads can be screened out by bad questions
What Formzz is
Formzz is a business tool that puts form building, AI chat and meeting scheduling on one platform. You create branded forms in minutes using logos, fonts, photos and video, with 16 question types covering short text, email, multiple choice, NPS, phone and rating, plus templates for sales, marketing and customer success. The part that changes the workflow is qualification: instead of every enquiry landing in an inbox, the form collects budget, timeline and decision-maker information first, and responses are routed automatically to the right person. A knowledge-base chatbot answers visitor questions with intelligent routing, and meetings can be booked directly in the flow. A free trial is available without a credit card, and the business plan is $49 per month.
What you can do with it
- Build branded forms with 16 question types and templates
- Qualify leads before they reach the inbox
- Route responses automatically to the right team member
- Answer visitor questions with a knowledge-base AI chatbot
- Book meetings and integrate with HubSpot and Salesforce
Who it is for
- Sales teams that want qualified leads instead of raw enquiries
- Recruiters screening candidates at volume
- Entrepreneurs and startups running waitlists, surveys and beta signups
- Agencies collecting client briefs, brand assets and project details
- Event organisers handling registrations and dietary preferences
What to watch out for
The free trial does not require a card, but the business plan is $49 per month, which is a real commitment for a small team. The AI chatbot is only as good as the knowledge base behind it, so thin or outdated documentation produces thin answers. And automated qualification is a filter, not a judgement: badly written screening questions can remove good leads before a human ever sees them, so review your routing rules and questions regularly rather than setting them once and forgetting them.
FAQ
Is there a free trial?
Yes. A free trial is available without a credit card. The business plan is $49 per month.
How many question types are there?
The form builder provides 16 question types, including short text, email, multiple choice, NPS, phone and rating.
Can it qualify leads automatically?
Yes. It collects information such as budget, timeline and decision-makers before a lead reaches your inbox, and routes responses by preset rules.
Does it integrate with CRM tools?
It integrates with platforms such as HubSpot and Salesforce.
Why it is free
What the official page says： free trial
Free limits, trial length and features are decided by the official site and can change at any time.
Product preview
Screenshot archived from the listing page, for preview only.
