Branded forms that collect data and payments
Build forms from ready-made templates, match them to your brand and share them by link or on your website. Answers save to your CRM and forms can take payments.
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Trusted by businesses worldwide
Collect what you need, faster
Ready in minutes
Start from templates pre-filled with questions for consent, registration, waivers, surveys, lead generation, healthcare and more. Adjust the questions to fit and your form is ready to share.
On brand
Use your logo, banner image, colours, fonts and a light or dark theme on every form. Your forms look like part of your business, from the first question to the submission PDF.
Data and payments in one
Contact details map straight to your CRM, so every answer stays organised and easy to find. Payments for registrations, donations or services are taken right in the form.
Key features of forms
Every question type you need
Set up questions from basic personal details to more complex options. Contact details map straight to your CRM, and long forms split into sections, each on its own page, so respondents can work through them easily. Question types include:
- Choices: dropdowns, checkboxes and radio buttons
- Text: single-line answers and paragraphs
- Dates and signatures: pick a date or sign on screen
- Ratings: let people score their experience
Custom branding
Make every form an extension of your brand. Choose a dark or light theme, update fonts and set your primary colours, then add your logo and a banner image. Respondents get a consistent look and feel across every form you send, which builds trust when you ask for personal details or payment.
Share anywhere
Put your form in front of people the way that suits them, on your website, in a message or on social media. Pick the option that fits each audience:
- Public link: share a direct link to the form with anyone
- Iframe embed: place it inside your website or app
- Popup and lightbox: show it without leaving the page, for a smooth, non-intrusive experience
Payments inside the form
Forms do more than collect information. Take payments directly in the form, so people register and pay in one step. Use it for:
- Registration fees: for events and courses
- Donations: collect gifts alongside the donor's details
- Products and services: sell what you offer from a single form
A PDF of every submission
Every submission automatically creates a PDF from a template you can customise with your branding. Keep it on record or share it with clients and colleagues. Submissions are stored securely and are easy to retrieve whenever you need them, which helps with consent forms, waivers and healthcare records.
Which forms should your business move online first?
Paper forms and email attachments slow everything down: someone has to chase them, retype them and file them. Moving them online means answers arrive complete, land in the right customer record and can be found again in seconds. The best place to start is the form your customers fill in most often.
- Intake and consent: medical history, treatment consent and waivers signed before the first visit
- Registration: course, event or membership sign-ups that also collect the fee
- Lead capture: enquiry forms on your website that feed your sales follow-up
- Feedback: short surveys after a visit or purchase
Teams in healthcare usually begin with intake and consent forms, since a signature field and a PDF copy replace the clipboard at reception. Nonprofits and charities tend to start with donation and volunteer forms. Because contact answers map to your CRM for small businesses, each submission updates the customer profile instead of adding to another spreadsheet.
To set up your first form, pick the closest template, remove the questions you do not need, apply your brand colours and logo, and test it on your phone before you share the link.
What our customers say
We’ve been using Whautomate for the past few months and it has been an exceptional tool for automating our WhatsApp replies. It has significantly improved our customer service efficiency, saving us valuable time. We also want to highlight the service provided by Babu, the founder, who has consistently been responsive and helpful. We wholeheartedly recommend Whautomate for anyone seeking effective automated solutions.
Natalie HiongFounder, Creative Hearts
We were lucky to find Whautomate when we were looking for a razorpay integrated appointment scheduling software. Whautomate has helped us organize our client calendar effectively and send out professional communication to clients on WhatsApp. The team is responsive and customer support is great. I would highly recommend them.
ChaitraFounder, Untangle
Whautomate took the admin chaos out of running my Pilates studio, scheduling is effortless and client communication finally feels seamless. Highly recommend!
MeryemFounder, Reforma Pilates
Whautomate has helped me to reduce man hours with its automatic reminders after booking of appointments. With the appointment page, I can easily see the agenda for the day and it has the ability to sync to my Google calendar which is very useful.
JustinGeneral Manager, Espressivo Music Academy
I highly recommend Whautomate for their exceptional WhatsApp automation solution. Their team's expertise and dedication impressed me from start to finish. They seamlessly integrated their solution, improving our customer service and productivity. Trust them for reliable and effective WhatsApp automation that drives business growth.
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This platform has truly revolutionized the way I run my clinic. Managing Appointments, Billing, and Patient Records has become so effortless, and the WhatsApp automations are a real game-changer. The support team is fantastic, always there to lend a helping hand whenever I need it. If you're looking to take your clinic to the next level, I wholeheartedly recommend Whautomate!
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Dr. Giri PrasetyaFounder, Spinalign Wellness
After using Whautomate for over a year, I can confidently say it has transformed the way I run my clinic. Appointment scheduling and follow-ups, which was one of the most time-consuming parts of our workflow is now fully streamlined. The WhatsApp integrations are incredibly effective, helping our patients stay engaged, informed, and consistent with their visits.
What sets Whautomate apart is not just the automation, but the team behind it. Their support is unbelievably fast, attentive, and solution-oriented, Especially Mr. Parthiban, He is Gem, Progressive and Positive Thinker, He is Kind and attentive. Any time we needed help, he responded with clarity and efficiency something we’ve rarely experienced with other software providers or any other service providers.
Dr. Abdul AzeezFounder, Pearl Kinesis Healthcare
My overall experience with Whautomate has been positive and helpful for my business. I had researched extensively for platforms that would cater to my specific needs, were quick to install and did not require heavy investments. Whautomate met all my requirements. The team is also great to work with and the CEO was personally involved in critical requirements.
LakshmiCEO, SAMA: The Calm Mind Studio
Using Whautomate for managing my yoga and sound healing classes has made the entire booking process smooth and effortless. From class scheduling to tracking credits and communication, everything feels well organised and easy to use for both me and my students. Grateful for the support and simplicity your platform brings to small wellness businesses like mine. Thank you, Whautomate team, for creating such a helpful system!
Founder, The Unalome
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