Order Forms
Collect customer information and payments.
Order forms that collect details and payment in one step, with orders syncing to your CRM.
Invoice #1042
$420.00
What is Order Forms?
The business problem it solves
Collect customer information and payments. Without it, the work that order forms handles tends to slip through the cracks — missed calls, forgotten follow-ups, and disconnected records.
Key benefits
- One-step ordering
- Connected payments
- CRM sync
Three simple steps
Add fields and products.
Customer submits and pays.
Order lands in your CRM.
Where it fits your business
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.
Order Forms 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.
Related features
Frequently asked questions
Some Order Forms 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 Order Forms to work?
Book a free demo and we'll show you this feature — and the connected system around it — using sample data.