FeatureDynamic Forms
Lead capturePart of the Montr platform

Forms that adapt while the user is still typing

Replace generic lead capture with conversational, logic-driven forms that ask better questions and send cleaner data downstream.

Included

Guide users with step-based conversational flows

Included

Branch questions based on intent, budget, or segment

Included

Validate and route submissions in real time

Launch surface

Dynamic Forms

Agentic layer
Dynamic forms preview

Adaptive

question paths

Real-time

validation and routing

CapabilitiesProduct depth

Capture more signal with less friction

Use forms as intelligent intake flows that qualify leads, reduce abandonment, and trigger downstream actions automatically.

01

Conversational flows

Turn long form fields into a guided, step-based capture experience that feels easier to complete.

02

Branching logic

Adapt follow-up questions based on user choices so enterprise buyers and startups are not forced through the same path.

03

AI-assisted completion

Reduce typing and hesitation with suggestions, prefill support, and better contextual guidance.

04

Validation at capture time

Verify emails, phone numbers, and critical inputs before bad data reaches your CRM or workflow layer.

05

Generated follow-up assets

Turn submissions into proposals, summaries, or PDF outputs automatically as part of the same intake flow.

06

Drop-off visibility

See where users abandon the flow so you can improve conversion without guessing which question caused friction.

Use CasesTeams in motion

Lead capture that feeds cleaner systems

Dynamic Forms helps when teams need higher completion rates, better qualification, and more useful data the moment a submission lands.

Demand gen01

Higher-quality inbound qualification

A SaaS team replaced a static demo request form with a branched, conversational intake flow that collected richer buying context.

Improved form completion rate

Segmented leads by readiness and fit

Reduced spam and low-quality submissions

Sent top opportunities directly to booking

Client intake02

Structured onboarding questionnaires

A consulting agency used adaptive forms to gather project details, assets, and expectations before kickoff.

Collected different inputs by client type

Accepted assets and files inside the same flow

Generated a clean kickoff brief automatically

Reduced manual back-and-forth before onboarding

Feedback03

Responsive customer surveys

An eCommerce brand used logic-driven post-purchase surveys to branch follow-up based on satisfaction or reported issues.

Collected deeper qualitative feedback

Escalated unhappy respondents automatically

Created support tickets from negative responses

Caught issues before they became public reviews

Dynamic Forms

Replace static forms with smarter intake flows

Build capture experiences that qualify better, convert better, and pass better data into the rest of your system.