Most CRMs don't offer adequate form tools. Either they're too simplistic, lack customization, or require expensive add-ons. Switching CRMs to improve your forms is not a reasonable option. The challenge is finding tools that work within your existing CRM system while offering advanced features and real flexibility.
After weeks of evaluating 11 different online form tools that claim to boost lead conversions, we narrowed the field to four that actually deliver results. We tested their usability, integration, and effectiveness with real-world lead-generation scenarios across multiple platforms. Here's what we found.
Formstack is the clear frontrunner, offering the best balance of ease of use and advanced functionality. Its drag-and-drop builder is simple enough for non-technical users, yet it has advanced features like conditional logic, workflow automation, and robust data management. What sets it apart is its seamless integration with almost any CRM, including Salesforce, HubSpot, and others.
Formstack also excels in reporting and analytics, allowing you to optimize forms based on real-time data. It’s ideal for businesses that need form customization without over-complicating the process. Importantly, Formstack works across various CMS platforms, including WordPress, Drupal, and Sitecore, making it a versatile tool for diverse digital environments.
Pros:
Cons:
If you're looking for a fast, effective solution that requires little setup, JotForm is your answer. It’s a drag-and-drop tool designed for teams who don’t have extensive development resources but still need flexibility. While it doesn’t match Formstack in complexity, it covers most use cases businesses face in lead generation.
JotForm offers a variety of templates and customization options, allowing businesses to design forms that match their brand and function as needed. Integration with CRMs like Salesforce is straightforward. Pricing is competitive, and the learning curve is minimal, making it a solid choice for smaller teams that want to move quickly.
Pros:
Cons:
Typeform is different. It focuses on engagement, using conversational form styles that can increase form completion rates. While its design and user experience features are superior, Typeform may not be the right choice for every business. It works best in scenarios where user interaction is a priority over raw data collection or complex workflows.
That said, it integrates well with major CRMs, and for businesses that prioritize user engagement in their forms, Typeform delivers. However, its data management and analytics limitations make it a less attractive option for businesses needing deeper integrations and advanced reporting.
Pros:
Cons:
This combination offers unmatched flexibility and deep integration within the Drupal environment. For businesses already using Drupal, it allows for advanced customization, handling everything from basic contact forms to complex, multi-step workflows. However, the steep learning curve makes it better suited for teams with expert agencies or in-house developers.
Pros:
Cons:
A few other tools are worth considering depending on your specific needs. Cognito Forms offers advanced functionality like payment integrations but lacks user-friendly simplicity. Elfsight provides a quick, no-fuss solution but sacrifices depth in features.
Choosing the right form tool is crucial if you want to optimize lead generation without overhauling your CRM. Make sure you pick the tool that aligns with your business needs, technical capacity, and budget.
If you want more details about our process and the full list of all form tools we evaluated, check out our eBook!
