OrbitForms

OrbitForms is a platform that combines form building, meeting scheduling, lead qualification, and workflow automation into a single tool. It addresses the challenge of using multiple separate applications to capture leads, qualify them, schedule meetings, and manage follow-up communications, streamlining the entire lead-to-meeting process.

The platform includes standard multi-field forms and conversational flow forms that present one question at a time, both with conditional logic, file uploads, and over 20 field types. An AI SDR feature classifies leads against ideal customer profile rules using plain-English definitions and provides reasoning for each classification. Visual workflow automation triggers on form submissions, with nodes for enrichment, routing, and integration. Multi-step email and SMS sequences are available, with per-step tracking. The platform integrates with tools including HubSpot, Slack, Clay, Zapier, and over 20 others, and offers analytics dashboards with conversion tracking and drop-off analysis.

OrbitForms is designed for revenue teams and marketers. It offers a 7-day free trial with no credit card required, and plans are available for comparison on the website. The platform supports team collaboration with role-based access and shared workspaces.