Zero-Touch Qualification. Only your best leads reach an AE.
Let AI run your first discovery call—for every single lead.
No credit card required · Set up in 2 minutes
Prospect_Brief_Acme.pdf
820 KB
Your current intake process is costing you
Every manual step means lost time, missed details, and frustrated clients
The 'spray and pray' lead problem
Your AEs are spending 60% of their time on demos that were never going to close. Every unqualified call is a missed opportunity with a buyer who was actually ready.
The form doesn't ask the right questions
Static lead capture forms collect a name and a company size. They can't tell you if the prospect has budget, authority, or a real use case—so your reps are flying blind.
The Static Form Tax
Every vague submission triggers a follow-up email chain. Sales Ops spends days manually enriching leads that a smarter intake could have scored in seconds.
How FluidForms transforms your workflow
Replace static forms with intelligent conversations that capture complete, structured data
Document-First Discovery
Ask prospects to upload a brief, RFP, or pitch deck instead of filling out a form. FluidForms reads every page via OCR and AI, extracts company size, use case, and budget signals, then asks the precise gaps: "Your brief mentions a Q3 deadline—do you have executive sign-off to move at that pace?" Your CRM gets a fully scored lead, not a raw contact.
AI asks the questions your reps would ask
Define your MEDDIC or BANT criteria once. FluidForms runs every new lead through it automatically, asking follow-ups until all qualification fields are complete. No human needed until the lead is genuinely sales-ready.
Qualified leads flow straight to your CRM
Every scored, enriched lead syncs to Salesforce or HubSpot the moment qualification is complete—with intent score, MEDDIC fields, and uploaded documents attached. Your reps open the CRM record and see a deal, not a form submission.
Fill your pipeline with deals, not noise
Stop wasting AE time on dead-end demos. Let FluidForms handle first-pass qualification so your reps spend every hour on deals that are ready to close.
No credit card required · Set up in 2 minutes