Skip to content
Peak Atlas

Form software for service providers

Form software, that you don't have to ask about three times.

Put the questions you need for the next step into a form, share it, and read the answers collected in one place. Here you see what matters when choosing and what Peak One can do today.

See Forms in Peak OneSee the selection guide
01

Here's what it looks like

FormsExample
Project inquiry · Consulting
What is it about?
Pricing strategy for two new packages
By when?
Before the spring launch
Budget range
Still open
Response from
Lena Brandt, Brandt & Partner

3 new replies this week

Simplified sample view with made-up data.
02

On this page

  1. 01Overview
  2. 02Selection guide
  3. 03Use
  4. 04Features
  5. 05Is it a fit?
  6. 06FAQ

Quick overview

What form software does.

Form software
It asks the other person predefined questions and collects the answers in one place. The difference from email: every inquiry arrives with the same details, and you don't have to ask follow-up questions.
Example
A studio links a “Project inquiry” form on its website, asking for goal, time frame, and contact. Every inquiry contains these details before the first conversation takes place.
Common mistakes
  • Asking twenty questions when five are enough for the decision
  • Collecting replies without deciding who reads them
  • Creating one form per purpose and losing track

How you know it's time

Three characters, that the contact field is no longer enough.

  • The first message hardly says what someone actually needs.
  • You ask every prospect the same follow-up questions by hand.
  • Details about an inquiry are scattered across inbox, chat, and notes.

Selection guide

What matters in form software.

Eight criteria, pre-weighted for agencies, consultancies, and studios that collect inquiries. Adjust what matters to you and see where Peak One fits and where it doesn't.

  1. Create a form quickly

    Available in Peak One

    A form with a name and the first questions, no ramp-up.

    Peak One: In Forms you create a form, give it a name, and add the first question.

    How important is “Creating a form quickly” to you?

  2. Replies collected in one place

    Available in Peak One

    Read all replies without piecing them together from emails.

    Peak One: Forms shows what people answered in your forms and which forms are collecting replies right now.

    How important is “Responses collected in one place” to you?

  3. Share via link, page, or QR code

    Partial

    Offer the form where prospects find you: message, website, print, trade show.

    Peak One: You share the form, and a page in Pages or a QR code can lead straight to it. Whether there is a public link, whether the form can be embedded on an external website, and whether respondents need an account isn't described on the website yet.

    How important is “Sharing by link, page or QR code” to you?

  4. Question types and required fields

    Not yet verified

    Choice, free text, date, required fields, so replies are comparable.

    Peak One: Which question types and settings exist isn't described on the website yet. Check this when you create your form in the app.

    How important is “Question types and required fields” to you?

  5. Replies become a contact or task

    Planned

    Turn a reply directly into a person, a sales opportunity, or a task.

    Peak One: Replies landing in Peak as a person, sales opportunity, or task is a planned feature but not yet available.

    How important is “Responses become a contact or task” to you?

  6. Notification on a new reply

    Not yet verified

    Know that an inquiry has come in without checking regularly.

    Peak One: Whether and how Forms notifies you of new replies isn't described on the website yet.

    How important is “Notification on a new response” to you?

  7. Conditional questions and reporting

    Not yet verified

    Show or hide questions depending on the answer, score assessments, export replies.

    Peak One: Logic, branching, scoring of assessments, and an export aren't described on the website.

    How important is “Conditional questions and analysis” to you?

  8. Keep using your existing form tool

    Partial

    If you already use forms, you don't want to replace them right away.

    Peak One: Typeform and Google Forms are in the Peak One integration catalog. What happens to their replies in Forms isn't described on the website yet.

    How important is “Keeping your existing form tool” to you?

Your selection

3 must-have criteria

Available in Peak One
2
Partial
1
Planned
0
Not included
0
Not yet verified
0

Watch out for this:

  • Share via link, page or QR code: You share the form, and a page in Pages or a QR code can lead straight to it. Whether there is a public link, whether the form can be embedded on an external website, and whether respondents need an account isn't described on the website yet.

The weighting is a suggestion. Adjust it to your team; nothing is saved.

Example from practice

A consultation, from form to a prepared initial consultation.

  1. TriggerProspects get in touch with very different levels of detail
  2. 01 · FormCreate form“Project inquiry” with goal, time frame, and contact.
  3. 02 · QuestionSharpen your questionsOnly what you need for the decision.
  4. 03 · LinkShare formVia a page in Pages or a QR code at the trade show booth.
  5. 04 · ReplyRead answersCollected in Forms, before the first conversation.
Result: Every inquiry arrives with the same details. You decide whom to talk to and go into the initial consultation prepared instead of with three follow-up questions.

Forms in Peak One

What's included today.

Only what's documented on the Forms app page. Anything not yet described appears in the selection guide as “Not yet documented.”

  • Available

    Forms & assessments

    Put together questions, for example for a project inquiry or before a conversation.

  • Available

    Replies

    Read what people answered in your forms, all in one place.

  • Available

    Form overview

    Which forms are collecting replies right now.

  • Available

    Pages & QR

    A page or a QR code leads visitors straight to the form.

  • Planned

    Replies as a contact or task

    Replies land in Peak as a person, sales opportunity, or task.

Is this right for you?

Put in honest perspective.

Peak Atlas runs this page. That's why it also says when a specialized form tool is the better choice.

Peak One is a good fit if

  • You collect project inquiries or details before a conversation and want to read them in one place.
  • Form, page, and QR code should fit together without connecting three tools.
  • A few well-chosen questions are enough for you, rather than a complex questionnaire.

Something else fits better if

  • You need conditional logic, scoring, payments in the form, or an export today. The website doesn't describe that for Forms.
  • You want replies to be created automatically as a contact or task right away. In Peak One that is only planned.
  • You run large surveys with analysis across many participants. Survey software is built for that.

What can be connected

Existing forms and your inbox.

Frequently asked questions

Briefly answered.

What's the difference between a form, an assessment, and a survey?

A form collects details, for example for a project inquiry. An assessment asks the other person about their current state, for example before an initial consultation. A survey goes out to many people and is evaluated statistically. Forms is geared toward inquiries and assessments.

How many questions should an inquiry form have?

As few as you need to decide on the next step. Goal, time frame, budget range, and contact are usually enough. Everything else is better settled in conversation.

What should I watch for with data protection?

Only ask for what you really need, say in the form what you use the details for, and have your legal advisor review the consent texts. For Peak One: the application and database run in Frankfurt am Main.

Can I embed the form on my website?

What's documented is that a page in Pages or a QR code leads straight to the form. Whether a form from Forms can be embedded on an external website isn't described on the website yet.

Do replies land in the CRM automatically?

Not yet. Replies landing in Peak as a person, sales opportunity, or task is planned. Until then, you read the replies in Forms and create the contact in the CRM yourself.

Sources & freshness

What this page is based on.

Content last checked against the product status on October 10, 2026. What is not yet available in Peak One is labeled “Planned” or “Not included”.

Ask the right questions before you reply.

See Forms in Peak OneView pricing