Build around the information you need
Create forms with an ordered field structure. Keep the questions relevant to the decision your team will make after reading the response.
Forms & enquiries for agenciesTurn an incoming request into useful context.
Collect the information your agency needs, review responses in one place, and move the right enquiries into your lead workflow.
Agency form builderView full-size
What does forms & enquiries include?
ClientCee's forms tools let agencies create forms and organise their submissions. Supported public and embedded form experiences collect responses, while the submission workflow provides review, export, attachment access, and a convert-to-lead action.
Inside the feature
Forms & enquiries, with the agency context.
A public or embedded entry point
Share a public form or embed a published form on an appropriate website. Manage its publication and access through the form settings.
A response with somewhere to go
Review submissions, access permitted attachments, and export responses when needed. Convert a relevant enquiry into a lead through the explicit submission action.
A practical workflow
From a record
to a clear next step.
Choose the questions
Ask for enough context to assess the request, without collecting information your team will not use.
Publish and check
Test the supported public or embedded experience before sending prospective clients to it.
Review the response
Decide whether the enquiry needs a reply, more information, or conversion to a lead for follow-up.
A better starting point for discovery
An agency enquiry form might ask what service the prospect needs, what they want to achieve, and how to contact them. Those answers help the first conversation start with context. They should support a considered response rather than replace discovery with a rigid qualification assumption.
Give incoming requests an owner
A published form is only the entry point. Decide who checks submissions and where the next action is recorded. Use the review and conversion controls to distinguish a response that has been read from an opportunity that is actively being worked.
Common questions
A little more clarity.
Can I embed a ClientCee form on a website?
ClientCee lets you publish a form for embedding on a website. Use the form's supported publishing controls, then test the result on the intended page.
Can a form submission become a lead?
Yes. The submission workflow provides a convert-to-lead action. Review the submitted information and use the action when the request belongs in your sales process.
Can I export submitted responses?
The form submission directory includes a CSV export. Check the applicable access permissions and use the export appropriate to your agency's data handling process.
Keep the work connected
See where this fits next.
Lead management
Keep enquiries, pipeline stages, and follow-up dates together, so your next client conversation starts with the right context.
Client management
Give your agency a shared place for client information, then follow the relationship into projects, commercial records, and the client portal.
Project management
Connect the engagement, the people doing the work, and the tasks that need attention, with a clearer view for your agency and its clients.