Better forms. Better data. Right inside your CRM.
Stop bolting external form tools onto your system. The Forms app is a powerful drag-and-drop editor that collects your data exactly where it belongs. No more manual transfers, no duplicate contacts — just smooth processes.
The right field for every question.
From simple text input to file uploads with size limits: 36 different field types leave nothing to be desired. Collect digital signatures, ask for customer satisfaction via NPS scale, or use structured address blocks. The best part? Thanks to special CRM fields, users can select existing TeamGrid contacts or projects directly in the form. No typos, no duplicates.
Before you even place the first field, you choose your favorite from six strong layouts. Whether it's a modern Card design that fades in each question individually, a classic multi-step Wizard format for complex queries, or a compact Minimal look. Each layout comes with perfectly coordinated colors, fonts, and spacing — which you can, of course, fully adapt to your brand.
Simple drag-and-drop building.
Building made easy: Select your fields on the left, design your pages via drag-and-drop in the center, and do the fine-tuning on the right. Determine which details are mandatory, add help texts, and define clear validation rules. Need another page in the form? Just drag it in.
Your form dashboard offers everything you need across five tabs. From the visual builder to corporate design and deep privacy settings, to the evaluation of all submissions and the complete version history.
Smart logic that thinks ahead.
Nobody likes forms that ask irrelevant questions. With the integrated conditional logic, you only show whole pages or individual fields when they are actually needed. "Did the customer select 'Support'? Then show them the upload field for screenshots." The logic is calculated live in the preview, so you instantly see what your counterpart will experience.
AI as your form architect.
No time to build? Just describe what you need to the TeamGrid AI in one sentence ("I need a vacation request form with start, end, and substitute"). Or upload an old PDF questionnaire. In seconds, the AI generates a fully structured form for you, including suitable logic and validation. And if you want to change something later? A quick prompt is enough.
A seamless cycle.
Because TeamGrid forms are deeply rooted in the system, they can do more: Submitted data automatically updates contacts in the CRM, triggers automation workflows, or directly generates finished PDFs. This turns simple answers into real, productive processes.