OmniSuite

Lead Capture Surveys

Qualify prospects with targeted questions.

Use surveys to qualify leads and route them based on their answers.

Interactive demo · illustrative sample data

OmniSuite

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What it is

What is Lead Capture Surveys?

Use surveys to qualify leads and route them based on their answers.

The business problem it solves

Qualify prospects with targeted questions. Without it, the work that lead capture surveys handles tends to slip through the cracks — missed calls, forgotten follow-ups, and disconnected records.

Key benefits

  • Smarter qualification
  • Routing by answer
  • Better fit
How it works

Three simple steps

    1Design the survey

    Add qualifying questions.

    2Collect

    Capture responses in CRM.

    3Route

    Branch by answer.

Real-world use cases

Where it fits your business

Consultative sales
Service intake
Connected system

How it connects with the rest of OmniSuite

Every feature shares one CRM, one inbox, and one automation engine — so actions flow across your business automatically.

Lead Capture Surveys reads from and writes to the same customer records, calendars, and workflows as every other OmniSuite capability. When something happens here, the rest of your business responds automatically.

FAQ

Frequently asked questions

Some Lead Capture Surveys capabilities are included in standard plans, while others are add-ons, integrations, or services depending on your configuration. Availability is confirmed during onboarding.

Most features connect to others automatically inside OmniSuite. Some require a supported integration or provider — we'll disclose any setup, usage, or third-party requirements before you enroll.

Yes. Book a free demo and we'll walk you through a live demonstration using sample data, then recommend a configuration for your business.

Ready to put Lead Capture Surveys to work?

Book a free demo and we'll show you this feature — and the connected system around it — using sample data.