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Forms Automation Software with CRM (2026)

Last updated: April 2026

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116 software options

Google Workspace logo

Collaboration application suite for teams

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Google Workspace is a suite of applications from Google which offers a number of tools to communicate and collaborate with colleagues, store files, and manage data from all devices.

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SurveyMonkey logo

Online survey and feedback collection platform

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Streamline data collection with SurveyMonkey forms. Integrate with 200+ business tools to automate follow-ups, trigger actions based on submissions, and track responses in real-time. From registrations to payments, our powerful AI-powered platform helps you save time and turn data into action.

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Connecteam logo
Category Leaders

Enhance employee management with the only all-in-one app

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An all-in-one forms automation app that's powerful, affordable, and easy to use, especially for the mobile workforce. Start for free!

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monday.com logo

Project management software

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Digitize your forms and turn responses into workflows easily with monday's no-code platform. Start easily with a pre-made template, and easily change, edit or add what you need to fit your workflow. Create your forms in minutes, and embed your form anywhere or share a link to get responses instantly

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Vagaro logo

All-in-one software for beauty, wellness, & fitness pros

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Vagaro is the best online forms & customer profile management system. Your clients can fill in forms, waivers, surveys & more. Try Vagaro for FREE today! 

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Jotform logo
Category Leaders

Cloud-based form builder tool for digital forms.

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Jotform helps you create online forms and collect data, all without needing to write a single line of code.

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Smartsheet logo

Online work execution platform for businesses of all sizes

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Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.

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UpKeep logo

Asset operations management software for businesses

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UpKeep is an asset operations management solution combining CMMS, EAM, and APM. It is designed for maintenance, reliability and operations teams and allows users to manage their team, assign work orders, sync devices, and more.

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Alboom Prosite logo

Cloud-based platform for building personalized websites.

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Alboom Prosite is a cloud-based website builder, which helps small to large businesses in architecture, design, food and beverage, fashion, art, marketing, events, wellness, and other sectors build landing pages, share digital content, create image galleries, and send testimonial requests. Features include search engine optimization (SEO), online portfolio, design editor, and social media alerts.

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Typeform logo

Interactive form builder for data collection

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Typeform is an online form builder that enables users to create interactive forms, surveys, quizzes, and polls through a drag-and-drop interface. The platform offers conditional logic, form branching, and pre-fill functionality to customize the form experience. It includes integrations with tools such as Salesforce, Google Sheets, Slack, and Zapier for automated workflows and provides GDPR-ready and HIPAA-compliant security features with data encryption and single sign-on access.

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PandaDoc logo

Cloud-based tool for creating, editing and signing documents

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PandaDoc is a cloud-based document management solution that streamlines the creation, approval, tracking, and electronic signing of business documents. The platform offers document generation capabilities that allow users to create custom agreements and proposals using a drag-and-drop editor and pre-built templates. Its Configure Price Quote (CPQ) feature enables the generation of error-free, personalized quotes tailored to each buyer's needs.

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SurveyLegend logo

Mobile-friendly survey management platform

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SurveyLegend enables you to create mobile-friendly surveys, forms, & polls with ease—now with advanced form automation. Streamline data collection, cut manual tasks, & eliminate errors. Automate workflows, trigger actions, & save time while capturing accurate, actionable responses effortlessly.

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Process Street logo
Category Leaders

AI-enabled compliance operations platform.

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Process Street is an AI-powered compliance operations platform that turns policies into automated workflows, enabling teams to manage controlled documents, run no-code processes, and stay audit-ready.

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Submittable logo

Grant management and CSR software

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Submittable provides grant management and corporate social responsibility software for foundations, governments, and corporations. The platform enables organizations to build customizable application forms, manage review processes, and track program budgets in real time without technical expertise. It includes features for fraud prevention, impact reporting, and automated workflows that help streamline administrative tasks.

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Bitrix24 logo

All in one business management workspace

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Bitrix24 #1 free form builder used by over 12 million companies worldwide. External (website) and internal (requests) forms. Natively integrated with Bitrix24 CRM and form automation features.

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Weave logo

Customer communication and appointment scheduling solution

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Weave is the all-in-one customer communications and engagement platform for small and midsize business. From the first phone call to the final invoice and every touchpoint in between, Weave connects the entire customer journey.

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SendGrid logo

Delivers reliable email at scale for businesses

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SendGrid is a solution that provides a cloud-based email infrastructure to help relieve businesses of the cost and complexity of maintaining custom email systems. It provides email delivery, scalability and real-time analytics along with APIs. The platform also offers SMTP service, email validation, deliverability insights, and dynamic templates, while supporting multiple programming languages including Node.js, Python, and Java.

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TrueContext logo

The field service workflow platform for the connected worker

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TrueContext is the field service workflow platform for today’s connected worker. It enables frontliners with smart, context-aware forms and AI-augmented mobile workflows, unlocking technician mastery and productivity at scale.

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Pipefy logo

Cloud-based and AI-powered process orchestration platform

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Pipefy is a business process orchestration and automation platform that enables teams to digitize workflows using AI agents and no-code tools. The platform features customizable workflow builders, pre-built AI agents for various departments, and integration capabilities with enterprise messaging systems like WhatsApp, Teams, and Slack. It includes process management tools, custom forms and portals, analytics dashboards, and enterprise-grade security with regulatory compliance features.

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Formaloo logo
Category Leaders

Your Business Data OS

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Stop collecting data through boring forms. Start building apps & live presentations that actually engage your audience.

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Instapage logo

Create landing pages without limits.

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With Instapage, marketers can maximize conversions by creating, personalizing, optimizing landing pages at scale, automatically connecting ads with relevant post-click pages, and delivering insights to drive the highest growth possible from digital ad campaigns.

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CustomerHero logo

Online survey creator and feedback collection

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Startquestion is a web-based tool for creating surveys, quizzes, and forms to collect orders or registrations, study customers, evaluate employees, and more

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Fulcrum logo

Fulcrum – built for the field, elevated by AI.

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Fulcrum is a field-first SaaS platform that automates field data collection and inspections. It streamlines workflows, integrates with GIS, and uses AI-powered tools like FastFill to boost accuracy and efficiency. Trusted globally, Fulcrum helps teams work smarter and drive digital transformation.

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Jotform Sign logo

Powerful Forms Get It Done

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Trusted by over 10 million users, Jotform's form builder is the easy way to create and publish online forms from any device.

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Award Force logo

Awards management software

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Award Force is award-winning software for forms automation to manage submissions online.

Designed for performance and function, its fast, secure and a great experience for submitters, evaluators and form managers.

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