Forms mapped to the CRM
Every field saves to the contact record, including custom fields such as budget, service interest, or preferred branch.
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Forms, Surveys & Quizzes
Forms, surveys and quizzes that start follow-up the moment they are sent
Forms, multi-step surveys, and quizzes that capture details and start follow-up automatically.
Forms collect exactly what your team needs before the first conversation, save it on the customer record, and start the right follow-up immediately. Surveys and quizzes can qualify leads, recommend a service, or gather feedback, with conditional questions and scoring where needed. We design every form around your process.
See it set up for youProperty enquiryStep 1 of 2
Next
Sent to Leila · buyer agent
Incomplete enquiries
Free-text emails rarely include what you need.
Conditional questions
Ask only what fits the answer
A buyer and a renter see different questions, so forms stay short and every answer is useful.
Next questions
BuyingRenting
Pre-approved?Yes / No
Move-in byMonth
Bedrooms3+
Monthly budget$
Lease length12 months
PetsYes / No
What it includes
What Forms, Surveys & Quizzes includes
Surveys and quizzes
Multi-step questions with conditional logic and scoring, for example to recommend a treatment or qualify a project budget.
Consent fields
Clear checkboxes to record SMS, WhatsApp, and email consent, used later to include or exclude contacts from campaigns.
File and photo uploads
Let customers send photos of a job, documents, or references with their request.
Automatic routing and follow-up
Submissions assign an owner, create an opportunity, and send the first reply automatically.
Survey results
Answers you can read at a glance
Survey and quiz answers are counted as they arrive and saved on each contact for follow-up.
Real situations
Real situations it handles
A real-estate agency
A buyer survey collects budget and area and assigns the right agent.
Setup
How it works
- 01
Design
We design forms.
- 02
Map
We map fields.
- 03
Automate
We connect workflows.
The Veliora team prepares
- Form design
- Field mapping and consent
- Follow-up workflows
Your team manages
- Approving questions
Connected services
Industries that rely on it
FAQ
Frequently asked questions
Do you build the forms?
Yes, around your process, mapped to your CRM fields.
Can forms go on my existing website?
Yes, by embed code or link.
Can a form record consent?
Yes, with clear consent checkboxes saved on the contact.
Can I add questions later?
Yes, your team can edit forms where agreed, or ask us.
See Forms, Surveys & Quizzes set up for your business
Tell us how your business works today. We show you how Veliora would be prepared for you, which parts are included in your subscription, and what usage fees, if any, apply.