Client engagement
Custom forms for every client touchpoint.
Form Builder lets teams create multi-step, configurable, business-specific forms that feed directly into operational workflows.
forexcrm.org/forms
Form Builder
Client engagement
Field types
20+
Form logic
Conditional
Creation model
No-code
Application, survey, contact, and custom-form templatesLive
20+ field types with validation and uploadsLive
Multi-step logic and conditional flowsProcessing
Drag-and-drop builder for non-technical teamsQueued
Activity
Form Builder
Build any form your brokerage needs without a developer.
20+
Field types
Conditional
Form logic
No-code
Creation model
Core capabilities
Application, survey, contact, and custom-form templates
20+ field types with validation and uploads
Multi-step logic and conditional flows
Drag-and-drop builder for non-technical teams
Submission management and internal review
AI-generated drafts for fast form creation
Business outcomes
Launch new acquisition and onboarding flows quickly
Capture operational data without custom code every time
Reduce back-and-forth with smarter form logic
Roadmap depth
Digital signatures
Payment-gated forms
Approval workflow builder
Live preview
Form Builder in action
A representative view of the workflows, metrics, and connected data you get with Form Builder.
Form Builder Dashboard
Live operational mock panel
20+
Field types
Conditional
Form logic
No-code
Creation model
Workflow pipeline
Updated just now
Application, survey, contact, and custom-form templates
01
20+ field types with validation and uploads
02
Multi-step logic and conditional flows
03
Drag-and-drop builder for non-technical teams
04
Performance snapshot
Field types20+
Form logicConditional
Creation modelNo-code
Recent actions
Launch new acquisition and onboarding flows quickly
Sync1h ago
Capture operational data without custom code every time
Approval2h ago
Reduce back-and-forth with smarter form logic
Automation3h ago
Connected apps
Compliance DeskPartnerHubClient PortalDeveloper Hub
Operational table
Workflow
Owner
Status
Load
Application, survey, contact, and custom-form templates
Ops team
Live
24%
20+ field types with validation and uploads
Compliance
Stable
36%
Multi-step logic and conditional flows
Finance
Monitored
48%
Drag-and-drop builder for non-technical teams
Support
Optimized
60%
Submission management and internal review
Growth
Ready
72%
Who uses it
Operations
Marketing
Compliance
Typical use cases
Launch custom onboarding flows
Collect internal or external submissions
Build broker-specific application forms
Connected workflows
Compliance Desk
PartnerHub
Client Portal
Developer Hub
Related apps
Explore the surrounding workflow.
Chat & Support
AI-assisted live chat built for financial services.
Handle pre-sales and support conversations with brokerage context, AI assistance, and queue discipline.
Live WebSocket-based messaging for clients and guests
AI reply suggestions for faster support handling
Support inbox with priority, status, and ownership workflows
Explore module
Knowledge Base
Help your clients help themselves with a smart, searchable help center.
Publish a white-labeled help center with SEO, search, AI authoring, and audience-aware visibility controls.
Rich article management with categories and subcategories
Searchable public or client-only knowledge areas
SEO controls and content performance visibility
Explore module
Newsletter & Email Marketing
Email your entire client base without leaving your brokerage platform.
Segment your audiences, generate campaigns with AI, and deliver lifecycle communication from inside the suite.
Campaign scheduling and reusable template management
Audience segmentation from live platform data
AI-assisted copy and subject-line generation
Explore module
Get started
See how 20 apps replace your entire brokerage stack.
Share your setup — platforms, regions, partner model — and we'll walk you through exactly how ForexCRM maps to your operation.
Request a personalized demo
Platform connectivity walkthrough
Client portal & partner program setup
White-label & deployment options