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.
Free forever. No credit card.
Built with input from agency owners who burned through Monday, ClickUp, and Basecamp before this.
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.
Agencies spend 30+ minutes per new client manually copying form data across tools.
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.
“We replaced our Typeform and three Zapier automations with one Flowboard form. Submissions go straight to the right project.”
Project manager
10-person web development agency
Frequently asked questions
Stop copy-pasting form submissions into your PM tool.
Intake forms that create tasks, contacts, and deals automatically. No Zapier required.