Skip to content

FORMS, SURVEYS & QUIZZES

Ask the right questions — and turn the answers into customers.

Pinnacle Ai includes a drag-and-drop builder for forms, surveys and quizzes that capture leads, qualify them, take payments, and drop every answer onto the contact record where your automations can act on it. A quiz can score someone as hot before you have said a word, a survey can branch based on what they tell you, and a form can collect a deposit on the spot. It's included on every plan — Core, Growth and Pro.

Watch the DemoSee Pricing
crm.getpinnacle.ai/forms

Submissions this month

412

Qualified leads

168

Collected in-form

$4,850

Your forms, surveys & quizzes

  • Estimate request form184 submissions
  • New customer survey96 completed
  • "What does your home need?" quiz132 scored

How do forms capture and qualify a lead at the same time?

A form is the cheapest salesperson you will ever hire — if it asks good questions. Build one by dragging fields into place, then add logic so the form reacts to the answers: show the questions that matter, skip the ones that don't, and quietly disqualify the requests you don't want.

  • Drag-and-drop builder with no code
  • Text, dropdown, radio, checkbox, date, signature and more
  • Conditional logic — show or hide fields, redirect, or disqualify
  • Multi-step forms with save-and-resume
  • Address autocomplete so you get a real, deliverable address
  • File upload for photos, plans and documents
  • Spam protection with email validation, SMS verification and CAPTCHA
crm.getpinnacle.ai/forms/builder

What makes a survey get better answers than a form?

People abandon a wall of twelve questions. A survey asks one thing at a time, shows how much is left, and jumps ahead based on what someone already told you — so it feels like a short conversation instead of paperwork. And if they stop halfway, you still have the contact.

  • One question at a time, with a progress bar
  • Branching “jump-to” logic based on any answer
  • Save and resume on a different device
  • A contact is created even on partial completion
  • Every answer stored on the contact record, not in a silo
crm.getpinnacle.ai/surveys

Question 3 of 5

What's the biggest thing you'd like fixed first?

  • Water pressure
  • Old water heater
  • Slow drains
  • Not sure yet

Survey settings

  • One question at a time
  • Jump to "Scheduling" if answer = Old water heater
  • Progress bar shown
  • Save and resume later
  • Contact created on partial completion

Can a quiz tell me which leads are worth calling first?

That's exactly what scoring is for. Give each answer points, group the points into categories like urgency, budget and timeline, and the quiz sorts your leads for you. Show a different result page by score tier, then push the scores into CRM fields so your lists and workflows can use them.

  • Points per answer, with overall and per-category scores
  • Dynamic result pages by score tier
  • Scores mapped to CRM custom fields you can segment on
  • A “Quiz Submitted” workflow trigger
  • Template library so you're not starting from a blank page
  • Use it as a lead magnet on any page or funnel
crm.getpinnacle.ai/quizzes

Scoring

  • Urgency questions18 pts
  • Budget questions12 pts
  • Timeline questions9 pts
  • Overall score39 of 50

Result page by tier

  • 0–19 · NurtureMaintenance tips
  • 20–34 · WarmBook a walkthrough
  • 35–50 · HotCall me today
Scores → CRM fieldsTrigger: Quiz SubmittedTemplate library

Where do the answers go after someone hits submit?

Onto the contact record, and into motion. Submissions show up on the contact and in a submissions view you can filter and export. They can start a workflow, text the lead back, alert whoever needs to know, and send an auto-responder with a PDF attached. You can also take the money right there.

  • Submissions on the contact record and in a submissions view
  • Trigger workflows the second a form, survey or quiz is completed
  • Internal alerts by email, text or task assignment
  • Auto-responder with an optional PDF attachment
  • Export to Google Sheets or download as CSV
  • Take a payment inside a form, survey or quiz — fixed or custom amounts, products, subscriptions
crm.getpinnacle.ai/forms/submissions

Contact · Dana Reyes

  • Estimate request formSubmitted 8:41pm
  • Quiz score39 · Hot
  • Workflow startedInstant text + task
  • Internal alertSent to Marcus
  • Auto-responderSent with PDF

Also exported to Google Sheets

Payment inside the form

  • Deposit$99.00
  • TypeFixed amount
  • StatusPaid

Custom amounts, products and subscriptions supported too

Included on every plan — and a real person sets it up with you in two 1-on-1 Zoom calls in your first week.

Watch the Demo
“They have an "all-in-one" website product combined with complete CRM that will help biz have control of their digital marketing as well as their customer relationship strategy.”
Rafael Guerra

Keep exploring

Where this fits with everything else

See all the tools

FAQ

Questions, answered

Yes. Collect a fixed amount, let the customer enter a custom amount, sell specific products, or start a subscription — inside a form, survey or quiz. The payment lands with the submission on the contact record.

Yes. Assign points to answers, compute an overall score plus per-category scores like urgency or budget, and map those scores to CRM custom fields. From there you can build smart lists and automations around the hot ones.

Yes. Forms support conditional logic that shows or hides fields, redirects, or disqualifies a submission. Surveys and quizzes add jump-to branching so the next question depends on the last answer.

Yes. Every submission creates or updates a contact — even a partial survey — and can trigger a workflow immediately, so the follow-up text or email goes out while they're still on your page.

Yes. There's a quiz template library to start from, and any form, survey or quiz you build can be saved and reused across your websites, funnels and landing pages.

See a form, survey and quiz built live.

Watch the DemoSee Pricing

No contracts · Unlimited users & contacts · Cancel anytime

Watch the Demo