Digital forms
Capture enquiries, applications, requests, guest details, or business-specific submissions from online forms.
Forms & Applications
Capture leads from custom forms and send them straight into Dashify CRM
Create bespoke forms, application workflows, enquiry forms, QR code capture, and custom fields that save clean customer and lead data into Dashify CRM.
Dashify helps businesses replace scattered form submissions with structured records, lead sources, branded communication, and CRM timelines your team can actually use.
01Capture data
Use digital forms, applications, QR codes, and website enquiries to collect structured information.
02Create CRM records
Turn submissions into customer profiles, leads, sources, notes, and workflow activity inside Dashify.
03Build bespoke workflows
Use custom fields, branded emails, APIs, and webhooks to support the data your business needs.
What it handles
Digital form workflows built around CRM data
Dashify Forms & Applications helps you capture the exact information your business needs, then turn that information into structured customer and lead records.
Custom fields
Create the fields your workflow needs so captured data maps to useful CRM records.
Lead creation
Create leads from submissions with source, status, ownership, and next action context.
QR code capture
Let customers or applicants scan QR codes and complete forms from their own device.
Branded emails
Send branded confirmations, autoresponders, and customer-facing updates from form workflows.
API and webhooks
Connect website forms, apps, or third-party workflows with Dashify using API and webhook integration options.
Custom form capture
Create forms that match your business workflow
Build enquiry forms, application forms, request forms, sign-up flows, or bespoke submission workflows with the fields your team actually needs.
The goal is not just to receive a form email. Dashify helps turn submitted data into information your team can search, report on, and act from.
- Capture customer details, business applications, preferences, notes, and custom data.
- Use custom fields to support complex or bespoke business workflows.
- Replace paper forms and disconnected inbox submissions with structured records.
CRM lead management
Turn every submission into a CRM lead or customer record
Dashify can save form submissions into CRM so your team can track source, status, ownership, notes, and follow-up from one dashboard.
This gives sales, admin, events, booking, and operations teams a cleaner way to respond quickly and keep every enquiry moving.
- Create or update contacts and leads from submitted data.
- Track lead source, status, priority, and assigned team member.
- Avoid duplicate records by keeping customer data centralised in CRM.
QR, tablet, and website forms
Capture data anywhere your customers or applicants are
Use embedded website forms, QR code forms, tablet forms, or native application-style workflows to collect information where the interaction happens.
Dashify can support simple contact forms through to more guided application-style flows for venues, service businesses, events, and custom workflows.
- Add forms to your website or link them from campaigns and QR codes.
- Use tablet or guided-access style setups for in-person data capture.
- Support applications, enquiries, sign-ups, feedback, and bespoke workflows.
Integrations
Connect forms through API and webhook workflows
Dashify can integrate with digital forms and external systems so captured information can move into CRM or trigger other workflows.
Use APIs and webhooks to support custom websites, digital marketing workflows, internal applications, and bespoke business requirements.
- Integrate website forms and custom applications with Dashify CRM.
- Use webhook-style workflows to send real-time data to connected systems.
- Get help setting up bespoke integrations where the workflow needs it.
Forms connected to CRM
Stop losing useful submission data in inboxes and spreadsheets
Capture leads, applications, and bespoke data with Dashify, then manage the full follow-up workflow inside CRM.
