Quote or consultation requests
Collect the service, location, timing, and preferred next step that decide whether the request should book, route, or receive a direct reply.
FORM TO CRM WORKFLOW
A form is only useful if the response creates usable context for the next person. Capture the request, keep the answers in the lead record, and define what happens before the notification disappears.
Build a free formSHORT ANSWER
Yes. Spacebrain Free includes unlimited forms and submissions alongside CRM, booking, calendar, and automations. That lets a small team preserve the lead source and submitted context instead of exporting a form response into a separate system.
CURRENT PLAN FACTS
Limits and included capabilities change over time. Check the current plan page before relying on a feature for an operating workflow.
| Criteria | Spacebrain Free |
|---|---|
| Price | $0, free forever |
| Published forms | Unlimited |
| Form submissions | Unlimited |
| CRM and Universal Inbox | Included |
| Automations | Unlimited |
| Workspace and seats | One workspace and 2 included seats |
| Branding | Spacebrain branding on client-facing modules |
Last verified
CHOOSE FOR THE JOB
The page earns its place when it helps a visitor make progress and gives the receiving team enough context to respond without starting from zero.
Collect the service, location, timing, and preferred next step that decide whether the request should book, route, or receive a direct reply.
Keep the campaign, offer, and submitted answers close to the record so a follow-up is not disconnected from why the person converted.
If no one will use the answers to route or help the person, simplify the form before adding branching questions or a longer intake.
CONNECTED WORKFLOW
A successful form workflow has a visible owner and an exception route. It does not assume every person should get the same message or appointment.
TURN A SUBMISSION INTO A NEXT STEP
Make the path clear for the visitor and the person who receives the enquiry—without asking for more information than the response needs.
Use fields for the service, timing, location, or preference only when they change how the team responds.
The original answers and source stay visible with the CRM record instead of being copied from an email notification.
Send the person to a direct answer, quote, booking, or human review based on what would actually help next.
MAKE THE PAGE USEFUL
A form creates friction in exchange for help. Keep that exchange proportional. A visitor asking a simple question should not complete the same intake as someone preparing a detailed consultation. The response path should reflect what the person asked for, rather than treating every completion as an immediate sales meeting.
Before adding automated follow-up, test the record that a real operator receives. Can they identify the source, request, owner, next action, and any detail needed to prepare? If not, improve the field design before building more messages.
BEFORE YOU PUBLISH OR SHARE
A form is ready when it creates an understandable record and a safe next step.
BUILD THE NEXT STEP
Capture unlimited submissions and keep the source with the lead.
Turn a qualified lead into a bookable next step.
Set up a small, useful form-to-owner workflow.
SOURCE AND REVIEW DATE
Frequently asked questions
Clear answers about fit, free-plan boundaries, and the next useful step.
Yes. The Free plan includes unlimited forms and submissions. Check the current pricing page for plan details.
Spacebrain's Form Builder and CRM are designed to keep submitted responses connected to the lead record and follow-up workflow.
The current Free plan lists unlimited automations. Configure and test the response path before sending live traffic to it.
No. Offer a booking path when a meeting is the useful next step. Other visitors may need an answer, a quote, a resource, or a human review first.
START WITH ONE REAL WORKFLOW
Start with a service enquiry or consultation request, then inspect the exact record and handoff it creates for your team.
Build a free form