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Forms Automation Software with CRM (2026) - Page 2

Last updated: April 2026

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116 software options

Salesforce Marketing Cloud Account Engagement logo

Salesforce B2B marketing automation for marketing & sales

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Pardot from Salesforce is a marketing automation solution designed to bridge the gap between sales and marketing teams,

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Regpack logo

AI-automated payment and registration cloud software.

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Regpack's online form builder and integrated payments software makes collecting and managing client data and payments simple.

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Caspio logo

Build online database applications without coding.

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Caspio is the world’s leading NO-CODE platform for building online database applications without having to write code.

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Appenate logo

Data-driven business app creation. No coding required

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No-code, rapid app creation with offline capabilities. Create solutions in under 5 minutes with an affordable, drag-and-drop, no-code platform. Reduce the time spent on paperwork and improve the way you record, track and store data. Free training & support. Try a free, no obligation trial today!

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GoCanvas logo

Easy, flexible & powerful software for service businesses.

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GoCanvas is the industry leader in helping businesses replace their inefficient paper forms and manual processes with customizable mobile apps.

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Automation Anywhere logo

RPA platform for automating businesses processes

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Automation Anywhere Enterprise is a robotic process automation (RPA) solution designed to help businesses across various industry verticals, such as BPO, financial services, healthcare, human resources, insurance, life sciences, & manufacturing optimize blended workforces to meet SLA demands.

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Formstack Documents logo

Document generation tool for teams

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Formstack Documents is a web-based document creation tool for teams that provides features such as customizable document templates, auto-generated forms, advanced data routing, document storage, and more. It allows businesses to transform their data into custom, branded documents.

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Zoho Forms logo
Category Leaders

Online form builder for mobile teams

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Zoho Forms is a cloud-based form builder tool designed for businesses that helps create, share forms, collect data, and automate workflows.

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123FormBuilder logo

Web forms: as easy as 1-2-3!

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123FormBuilder is the quickest solution for creating professional forms for both web and mobile. With its easy drag-and-drop form editor, you can build custom contact forms, surveys, registration forms, and order forms in minutes—right from your browser. No coding skills are needed.

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ProjectTeam.com logo

Project management software for serious construction teams.

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ProjectTeam is a project management solution for construction teams of all sizes designed to increase communication, track changes, and improve workflow. ProjectTeam’s key features include file management, issue tracking, access control tools, as well as real-time reporting.

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SmartSurvey logo

Online survey & questionnaire tool

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SmartSurvey is a cloud-based survey & questionnaire management tool which allows users to create, distribute, manage, and analyze responses for unlimited surveys.

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Indy logo

Own it.

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Create a form, embed it or share it, and get the info you need with Indy’s Forms tool.

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Docubee logo

Intelligent Contract Automation

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OnTask Allows you to go beyond building a form. Build or convert your existing forms and prepare them to be routed, completed, digitally signed and approved. From anywhere on any device, OnTask makes form automation simple for the organization and the user.

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onPhase logo

Accounts payable and document automation platform

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Our Web Forms solution makes it easy to create, deploy, use and manage electronic forms. Capture business-critical data without the hassle of paper.

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Survicate logo

Collect, analyze, and act on customer feedback

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Survey software for customer-centric businesses to automate forms and collect continuous insights at scale. Survicate enables creating surveys in minutes, real-time analysis, and acting on feedback to streamline operations.

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Repsly logo

The Future of Retail Execution Starts Here.

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Repsly makes it easy to create, customize & share electronic forms for any industry, with selection questions, logic, alerts & photos - plus easy reporting!

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Bonsai logo

One platform to streamline your entire business

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One platform to streamline your entire business. Consolidate your projects, clients and team into one integrated, easy-to-use platform

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Culverdocs logo

Dynamic data collection with mobile and web apps.

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Culverdocs is a fully configurable, no-code platform that allows you to convert your existing paper-based documents into digital forms to transform how you collect, process, and manage business data.

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Adobe Experience Manager logo

Enterprise content management system

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Built on an AI-based foundation, Adobe Experience Manager is a comprehensive suite of composable content services that empowers teams to deliver the right content to customers when and where they need it, all at scale. Adobe Experience Manager includes content and asset management, digital forms and guides, and a learning management system.

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SurveyLab logo

Survey software and questionnaire tool

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Easy to use online forms, surveys and tests. Event registration, sales leads, feedback collection and more.

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Escala logo

CRM and marketing automation platform

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Escala is a marketing automation platform that helps businesses manage customers and streamline ad campaigns. Users can create landing pages and forms by customizing templates and publishing them according to requirements.

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FormAssembly logo

Forms in a Flash. Secure data collection made simple.

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Seamlessly combine forms, emails, approvals, e-signatures, and notifications into one automated data collection solution with just a few clicks. Create powerful, repeatable processes with intuitive drag-and-drop responsive features.

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Docupilot logo

Document generation and management software

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Docupilot is an innovative, cloud-based document automation software designed with affordability and usability in mind. The platform is built to seamlessly integrate with various data sources such as CRM, forms, online databases, human resources, and surveys, as well as additional services such as email, storage, and signing for efficient distribution.

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Snappii logo

Codeless app platform, mobile apps and forms

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Snappii helps businesses eliminate paper work and switch to mobile forms instantly. Save time and money on data entry.

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Upvio logo

Remote vitals in 30 seconds from a camera.

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Vitals AI turns a 30-second camera face scan into 20+ vital and risk markers, with template-based scans, secure link sharing, and enterprise-ready deployment.

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