Form Builder for Agencies

The best client intake form for agencies is branded, concise, and tailored to each client, capturing goals, budget, timeline, assets, and approvals. Floov's Free plan includes a client intake template, theme customization, and up to 25 workspaces to separate clients. Upgrade to Pro for conditional logic, file uploads, Floov branding removal, and custom domains, so intake forms feel like part of your agency's service.

Agencies create client intake forms by listing what they need to start work, such as goals, brand assets, budget, timeline, and approvers, then building the form in a visual builder and applying the client's branding. With Floov, you can start from the free Client Intake template and keep each client in a separate workspace. Pro adds conditional logic and file uploads for assets.

A client onboarding form should include contact details, company information, project goals, scope, budget, timeline, key stakeholders, brand assets, and approval preferences. Add a consent or agreement section if needed. Keep it short so clients finish quickly. On Floov, Pro adds file uploads for brand assets, conditional logic to hide irrelevant fields, and a drawn E-signature field, though its suitability and legal effect depend on your process and jurisdiction.

Agencies can collect client information online with a branded form shared by link or embedded on a website, instead of long email threads. Ask structured questions about goals, assets, and contacts. Floov's Free plan supports sharing, embedding, and separate client workspaces. Pro adds file uploads, custom domains, and team collaboration for up to 25 members, so teammates and client reviewers can work together.

The best form builder for agencies offers white-label branding, multi-client workspaces, team collaboration, and predictable pricing. Floov's Free plan includes up to 25 workspaces and full theme customization. Pro, at €24 per month, adds custom domains, Floov branding removal, and collaboration for up to 25 members per workspace, with no per-seat fees, so costs don't rise as your team or client list grows.

Agencies can automate client intake with one branded form that collects everything upfront, then sends responses where your team works. Floov's Free plan supports email notifications, webhooks, and integrations with Zapier, Google Sheets, Airtable, Notion, Slack, and Discord. Pro adds conditional logic, respondent confirmation emails, and save and resume, so each client sees only relevant questions and gets an instant acknowledgment.