One form builder for every step
of your agency workflow
Capture leads, take orders, gather project details, and keep client brand info up to date. Every form feeds straight into your CRM and client portal, so nothing gets retyped or lost.
Orderforms
Let clients choose a package, add extras, and pay in one smooth flow.
Service selection
Present your services as packages, add-ons, or quantity options so clients can build the order that suits them.
Capture billing details
Ask for a billing address, phone number, or tax details at checkout so invoices are right the first time.
Payment
Show the payment methods you accept right inside the order form.
Contactforms
Handle pre-sales questions, quote requests, and everyday enquiries without a messy inbox.
Pop-up widget
Place a contact form on any page of your site with an embeddable pop-up.
Respond from your dashboard
Every submission creates a contact record and a support ticket, so your team can reply from one place.
Collect any information
Add the exact fields you need to collect the details your team usually asks for.
Intakeforms
Gather the details your team needs to start each
Shown after checkout
Ask after checkout Keep checkout short. Request project details once the order is paid.
Save draft & complete later
Clients can save their progress and return through the portal when they have the information ready.
Automated reminders
Nudge clients who haven't finished their form, without chasing them by hand.
OnboardingForms
Collect brand details once and reuse them on every project.
Reuse across projects
Intake forms belong to a single project. Onboarding forms store brand details that all future projects can draw on.
Save to client profile
our team sees the client's brand information right where they work.
Let clients update their data
When a logo, tone, or contact changes, clients can update their own details.
Manyfield types
Choose from a wide range of fields, from short text and hidden fields to signatures.
E-Signature field
Get agreements signed digitally before work begins, so scope and terms are clear from day one.
Secret text
If you need clients to share sensitive information, a secret text field gives it extra protection.
Spreadsheet input
For bulk orders, let clients paste rows straight from Google Sheets or Excel.
If → Then rules
Show or hide fields and entire pages based on earlier answers, so each client only sees what applies to them.
$500M+
In Services Sold
Stable and secure platform, trusted by agency teams of 2 to 200.
DSPCRM’s Forms Builder has made it much easier for our team to create and manage client forms. We can collect the information we need without relying on multiple tools, and having submissions connected to our workflow saves us a lot of manual work.”
Ryan Mitchell
USA
Creating forms used to be a time-consuming part of our client onboarding process. With DSPCRM, we can quickly build professional forms and keep submissions organized in one place. It has made collecting and managing client information much more efficient
Laura Bennett
USA
Frequently asked questions
Who is DSP CRM for?
DSP CRM is built for agencies and service businesses that sell productized services and want to manage orders, clients, and delivery in one place.
Is my data secure?
Yes. We follow industry-standard security practices, including encrypted backups stored in multiple locations and round-the-clock uptime monitoring.
How do I cancel ?
You can cancel any time from the billing page in your account.
Ready to give it a try?
You're in good company. We've helped agencies like yours sell $500M+ in services.
No credit card required · Cancel anytime