CRM

How-to series

How to Create a Customer Onboarding Form with Automated Personalized Follow-Ups

Build an onboarding form that auto-fills customer data from your CRM, personalizes fields, and updates records seamlessly.

Sahar Gholipour

How-to series

How to create a simple CRM dashboard with linked forms

Build a simple CRM dashboard that links client forms, tracks leads and deals, and visualizes your sales pipeline in real time.

Sahar Gholipour

Integrations

Formaloo × HubSpot: automate your CRM workflows

Connect Formaloo with HubSpot to automatically sync form submissions, update contacts, and trigger personalized CRM workflows.

Noosh Baratpour

What's new in Formaloo

AI-powered form-building and dynamic follow-ups – July 2025 updates

With new AI tools, smarter email automation, and improved filtering, you can build more thoughtfully, follow up more precisely, and extract more value from your submissions.

Natalie Bratsun

Inspiration

Build your lead scoring form & CRM (tailored to your sales pipeline)

Learn how to build a custom lead scoring form and CRM tailored to your sales pipeline using Formaloo, no code required. Automate qualification, track deals, and empower your sales team with secure, role-based portals.

Anano Ghibradze

Sales

How to create a lead magnet: Top strategies for high conversions

We all wanna know how to create a lead magnet that converts like crazy. I've put together a full guide to walk you through the best lead magnets strategies.

Guides

A Beginner guide to CRM databases

In this article, I’ll explain what are CRM databases, their benefits, everyday uses, and some of the best CRM DB software. Read on!‍

Inspiration

6 Top basic CRM software for any business

Here are 6 simple, easy-to-use basic CRM software out there that don’t need much training and still keep your customer interactions organized.

Agencies

Best CRM for agencies: Top 6 picks

Are your agency’s sales going down? Client satisfaction is feeling ‘meh’? Here are the 6 best CRM for agencies to solve your problems.

Marketing

7 Best client management software in 2024

Struggling to manage clients alongside business tasks? Explore the best client management software to lift the burden off your shoulders.‍

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Formaloo Work OS empowers you to create stunning forms, dashboards, customer portals, CRMs, and various business apps—all without any coding, in one centralized platform. Trusted by over 25,000 businesses daily, Formaloo helps you build internal tools and customer engagement solutions like AI-powered quizzes, calculation forms, membership websites, client portals, HR dashboards, and smart surveys.