Forms & Data · 2026

Best tools to collect info from clients

Intake forms, surveys, and lightweight databases that keep client info out of your inbox.

The short answer

Airtable: No-coders building client portals, directories, or internal tools.
Tally: Intake forms, questionnaires, and surveys that look great on a free plan.
Typeform: Beautiful, conversational forms for lead gen, quizzes, and feedback.
VideoAsk: Coaches and service providers who want async video intake or sales chats.

Forms & Data

Best for No-coders building client portals, directories, or internal tools.

A flexible database that doubles as a great backend for building web apps in Softr.

Forms & Data

Best for Intake forms, questionnaires, and surveys that look great on a free plan.

The most generous free form builder there is, and it feels like writing a doc.

50% off for the first 3 months

Forms & Data

Best for Beautiful, conversational forms for lead gen, quizzes, and feedback.

Easy data collection and seamless visualization. One of my favorite tools for all kinds of information gathering.

Forms & Data

Best for Coaches and service providers who want async video intake or sales chats.

Video-based surveys and sales conversations, made by Typeform. Awesome for a personalized experience.