CRM
Form Shortening

Shorter forms Higher conversions

Reduce friction by only asking what you need. Prefill known fields, rotate questions over time, and adapt forms based on context to boost completion rates.
A UI mockup of a form with fewer, pre-filled fields, showing a higher completion rate, visualizing shorter forms and higher conversions.

Ask less, learn more.

Replace long forms with progressive profiling and intelligence. Enrich what you know, personalize questions, and route high-intent leads instantly.

Progressive profiling

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  • Hide fields you already know and rotate new ones over time.
  • Stage- and segment-based question sets.
  • Deduplication to prevent duplicate records.
  • Multi-step experiences to reduce abandonment.
A form with only essential fields visible, demonstrating smart prefill and adaptive questions for higher conversion.

Smart prefill

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  • Prefill from known CRM data and URL parameters.
  • Device-aware inputs for faster completion.
  • Inline validation and error prevention.
  • Saved progress for return visitors.
A mobile form with prefilled fields, showing inline validation and saved progress for a returning user.

Enrichment and routing

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  • Firmographic enrichment to cut fields without losing insight.
  • Spam protection and risk scoring to keep quality high.
  • Conditional logic to tailor questions by response.
  • Instant routing to sales with alerts for high intent.
A dynamic form or dashboard showing conditional logic, lead scoring, and instant sales routing with alerts.

Measure and optimize

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  • Field-level drop-off and time-to-complete analytics.
  • A/B tests for form length, order, and copy.
  • Consent capture with region-aware privacy text.
  • Conversion and pipeline impact reporting.
A dashboard showing form analytics, A/B test results, and conversion reports.

Have a question for our sales team?

Give us a call and we'll walk you through it.

Frequently asked questions

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