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The product suiteForms

Forms

One form.So muchstarts here.

Meet people wherever they are. Turn their answers into a clear next step for your team, with every accepted response kept safe.

Illustrative screens · example data

Less copying and chasing. More human connection.

01

The first hello

Joe has a project in mind. It starts with a hello.

Joe has an idea. Give him an easy way to tell you.

Joe wants fitted shelving for his home office. Whether he finds Northstar’s website, a directory listing or a social profile, the same branded form gives him a clear first step.

Hosted link · branded form · approved embeds

Start wherever your audience is

Use a hosted link, an approved website embed, or a link from directories and social profiles. Responses arrive in one inbox.

Flexible fields and sections

Shape the questions, choices, consent, sections and attachments around the information you actually need.

02

Keep the context

His enquiry is saved. Before anything else happens.

Joe’s accepted response lands in your private inbox before onward delivery starts. The original stays there if a connection needs another try, so he does not have to explain it all again.

Joe’s enquiry → stored response → named owner

A private response inbox

Every accepted response is stored before onward delivery, so a connection problem does not lose the enquiry.

Connected delivery

Send approved information to email, Linear, Zapier or a signed webhook. See the delivery status in your workspace.

Illustrative screens · example data

03

Move the work

Alex gets the context. Not another copying job.

Configured email, Linear, Zapier or a signed webhook moves the response onward. Alex can pick up Joe’s project with the details intact. Bespoke agent, CRM and booking hand-offs are scoped with you.

Configured destinations · visible delivery status

Brand and sender choices

Match the form to your brand. Use a managed sending route or connect your own supported provider.

Clear product usage

Choose a plan around active forms, response volume and team access. Ordinary delivery is separate from AI work.

Illustrative screens · example data

04

Make space

Less copying between systems. More useful conversations.

Your team can pick up the enquiry with its context intact, and spend their attention on the person behind it.

One response. A clear owner. A useful next step.

Illustrative screens · example data

See where AI helps
Less copying and chasing. More human connection.

Make room for better work

His enquiry should start a conversation. Not a copying job.

  1. The challenge: An answer lost in an inbox

    With Forms: The original response kept safe

  2. The challenge: Copying the same details again

    With Forms: Configured delivery with its context

  3. The challenge: Wondering who picks it up next

    With Forms: A clear owner for the next step

Illustrative example · Forms

AI, with a useful job to do

Give AI the right information to work with.

Collect the details once and keep the original response in your workspace. Our team can connect those answers to an agreed agent or CRM workflow, so the next person starts with the context they need.

Northstar Joinery · saved enquiry

Joe’s fitted shelving project.

  • Joe Bloggs · ENQ–1042
  • Fitted shelving for a home office
  • Would like to arrange a consultation

Example custom agent workflow

A useful brief. Ready for Alex.

  • Project details organised for review
  • Original response kept in the Portal
  • Alex chooses the next action

Illustrative custom workflow · agreed and configured during setup

Illustrative example · Forms

The story does not stop here

One enquiry. The right next destination.

Some connections are built in. Others are configured with you. Bring the next step into the same working picture.

Explore the whole platform

Illustrative example · Forms

Build the right plan

A plan shaped around your forms and responses.

The setup is scoped around the form, expected response volume, team access and destinations—not an artificial pile of templates.

Managed setup · response and workspace usage · optional connected services

Form setup

Driven by fields, sections, consent, attachments, brand and accessibility requirements.

Operational usage

Driven by accepted responses, active forms and the people who need workspace access.

Connections

Email and approved integrations are agreed clearly; unusual custom destinations are scoped separately.

There is no public self-service checkout yet. Activation and cost are confirmed before the form goes live.

Plan my first form

Illustrative example · Forms

The useful details

A few things worth knowing.

Can a form live on my existing website?

Yes. Forms can be shared as a hosted experience or embedded in a website while responses remain in the same private organisation workspace.

What happens if an integration is temporarily unavailable?

The accepted response is stored before downstream delivery. Delivery status can be reviewed and retried without asking the visitor to submit again.

Can a response feed a CRM, agent or booking workflow?

Forms currently delivers through configured email, Linear, Zapier or signed webhooks. A CRM, bespoke agent or booking hand-off is scoped explicitly so the receiving system, permissions and human decision remain clear; a submission does not silently become a confirmed booking.

Is public self-service billing live?

Forms is activated through a guided setup. We confirm your scope and price before it goes live.

Make the next move yours

Let’s map your first enquiry.

Start with a short brief. We’ll review it with you, agree the scope and cost, and help bring your first setup into the Portal.

01

Tell us what you need to collect

Describe the questions, who will respond and where the information needs to go.

02

Create or sign in to one account

We connect your organisation’s workspace once the setup is agreed.

03

Review the proposed workflow

Agree the form, response handling and approved delivery route before it is activated for public use.

Less copying and chasing. More human connection.