No. Forms come with the one plan at $39 USD per team member per month, like every other feature.

Can form submissions create tasks?

Yes. You can configure forms to automatically create tasks in a specific project with pre-set fields.

Can I embed forms on my website?

Yes. Flowboard forms can be embedded on any website or shared via a direct link.

Do forms feed into the CRM?

Yes. Form submissions can automatically create contacts and deals in your CRM pipeline.

Forms

Intake forms that feed your pipeline. Not your inbox.

Branded forms for project briefs, client onboarding, and lead capture. Submissions create tasks, contacts, or deals automatically.

Start your 14-day trial See it in action

14 days on the full product. Card required to start.

Flowboard intake forms list showing a published New Project Intake form with 3 submissions and a Creative Brief Request still in draft

6,357 agency reviews of Asana, ClickUp, Jira, Monday.com, Notion, and Trello. Where we quote one, it is verbatim, typos included, as reviewed on Software Advice.

Your intake process is a Google Form that emails you a spreadsheet row.

Someone fills out a form. You get an email notification. You copy the data into your PM tool. Then into your CRM. Then you email the client to confirm. Three manual steps before any work begins.

And when the form data doesn't match your project template, you spend 20 minutes reformatting.

There's a better way.

The Old Way

Separate form tool: Pay for Typeform or JotForm, then manually copy submissions.
Email notifications: Get a notification, then manually create tasks from the form data.
No CRM connection: Form submissions don't create contacts or deals automatically.
Generic branding: Forms look like they came from a form tool, not your agency.

The Flowboard Way

Forms built in: Create forms inside Flowboard. No separate subscription.
Auto-create tasks: Form submissions automatically create tasks in the right project.
Feed your CRM: New submissions can create contacts and deals automatically.
Your brand: Forms match your agency's look. Clients see your brand, not ours.

Frequently asked questions

Works great with

CRM

Win the deal. Start the project. Same platform.

Project Management

Every project. One place. Zero chaos.

Client Portal

Your team sees everything. Clients see what you choose.

Stop copy-pasting form submissions into your PM tool.

Intake forms that create tasks, contacts, and deals automatically. No Zapier required.

Start your 14-day trial See pricing