Typeform Features
Lead Monitoring (3)
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Features
Provides features to create and manage lists of potential customers
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Performance
Monitors form’s performance and contribution to the sales pipeline
Lead Capture
Automatically identify and save contact information of potential customers
Data Capture (4)
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Mobile
Records leads using different types of devices
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Websites
Captures form submissions from existing forms on websites or landing pages
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Social Media
Captures leads across social media channels
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Data
Captures measurable, real customer data gathered directly from a website
Analytics (2)
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Export/Import
Exports and imports lead data to and from various formats like plain text, spreadsheets, etc.
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Reporting
Supports basic data reporting which includes user engagement analysis, entry and exit statistics, referrer information, etc.
Customization (12)
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Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
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Personalization
Changes colors, calls to action, or form length to personalize lead capture
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Templates
Provides pre-configured templates that can be customized by users
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Integration
Integrates with sales and marketing software solutions to transfer lead data between them
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Customizable Forms
Customize contracts and forms to collect specific information
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
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Custom Fields
Allows users to add custom fields to forms that aren't already on the templates
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Conditional Logic
Enables forms to hide or show certain fields based on respondents' answers
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Multi-page Forms
Allows users to create forms with more than one page
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Design
Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)
Forms Creation & Design
Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system
Survey Management (7)
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Survey Builder
Enables users to create surveys through a simple drag-and-drop or WYSIWYG editor
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Customizable Questions
Tailored or customizable questions for more targeted and relevant data collection
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Templates
Offers pre-built templates for creating surveys with different audiences or use cases
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Survey Distribution
Provides tools for distributing surveys through email, SMS, social media, etc.
Mobile Survey
Distribute a survey via mobile devices
Site Intercept Survey
Survey popup over a webpage to specific users based on their behavior
Pulse Surveys
Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group
Survey Customization (4)
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Question Branching
Survey design technique that directs respondents to different questions based on their previous answers
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Branding
Allows users to customize survey colors, logos, and URLs to match company branding
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Multimedia Support
Ability to embed videos, photos, or other rich media
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Multilingual Surveys
Allows for creation of surveys in different languages and advanced survey translation
Survey Insights (9)
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Reporting & Analytics
Provides tools to visualize and analyze data
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BI Tools Integration
Allows integration with third -party reporting and business intelligence applications
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Data Exporting
Allows users to export reports from the product into an .xsl, .csv, or .pdf file
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Permissions
Allows administrators to set permissions on viewing, filtering, or sharing survey results
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Presentation Tools
Share and present designs
Data Analysis Tools
Analyze survey results via statistical testing or crosstabs directly within the software
Real-Time Data
Receive data and information in real time
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Additional Functionality (142)
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Embedded Forms
Enables forms to be embedded onto a website without having to create code from scratch
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Notifications
Sends notifications when a completed form is recieved
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Payments
Contains integrations with payment processors, enabling users to accept payments through forms
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Mobile Forms
Allows users to build, distribute and access forms from a mobile device
Customizable Forms
Customize contracts and forms to collect specific information
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Single Sign On
Allow users to access multiple services after entering their login credentials once
Phone Polling
Survey or poll in which voice broadcast recipients can communicate responses via the phone
Online Polling
Survey or poll in which participants communicate responses via the internet, typically by completing a questionnaire on a web page
Support Audio/Images/Video
Allow media to be embedded in the question or answer options
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Question Library
Pre-written repository of questions that can be reused within a course or for assessment or interviews
Data Visualization
Graphical representation of data
Survey/Poll Management
Create and administer polls and surveys
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Word Clouds
Visual representations of words that give greater prominence to words that appear more frequently
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Fields
Customize data fields to support various needs and use cases
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Email Management
Manage, store and organize emails within the system or via third-party apps
Interactive Content
Allow the audience to interact or engage with the content
Q&A Management
Allow users to collaborate and ask questions regarding folders and/or documents within the system
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Activity Tracking
Track and document all activities across devices, networks, and other systems
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
API
Application programming interface that allows for integration with other systems/databases
Data Cleansing
Removes data that is incomplete, inaccurate, or irrelevant from a dataset
Email Marketing
Create and send email blasts/campaigns
Data Security
Protect sensitive data for digital privacy
Anonymous Feedback
Allow reviewers to provide anonymous feedback to encourage honest conversations
URL Customization
Modifying a website's URL to enhance readability, branding, or campaign alignment
Question Piping
Integration of respondents' answers from previous survey questions into subsequent questions or text
Offline Response Collection
Practice of collecting data and responses for market research/surveys without an internet connection
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
NPS Survey Structure
Measuring and analyzing Net Promoter Scores to evaluate customer loyalty and satisfaction levels
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Data Import/Export
Import and export data to and from software applications
Response Validation
Ensure the answer provided fits set parameters (numerical, positive number, etc.)
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Response Quotas
Limit the number of participants with certain characteristics you want to complete the survey
Multi-Language
Manage and support multiple languages
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Email Reminders
Reminders sent via email
Gamification
Games or game-like elements to track progress and reward accomplishments
Randomization
Randomize the displayed order of questions and answer options
Lead Segmentation
Divide leads into buckets based on predefined criteria and routing rules
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Multi-Campaign
Manage multiple campaigns in one system
Prospecting Tools
Tools designed to streamline the process of lead generation and management for sales teams
Customizable Fields
Customize data fields to support various needs and use cases
Lead Distribution
Route and distribute your leads to third party buyers
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Chat/Messaging
Communicate using direct chat or messages within the system
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Email Marketing
Create and send email blasts/campaigns
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Lead Nurturing
Engage with a lead throughout the sales process by actively providing information
Customizable Branding
Add customized logos and colors to align with company branding
Contact Management
Manage, organize, and store contact information
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Email Management
Manage, store and organize emails within the system or via third-party apps
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Activity Tracking
Track and document all activities across devices, networks, and other systems
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Lead Notifications
Real-time alerts or notifications that inform teams about new leads or prospects
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Business Card/Badge Scanning
Capture contact information by scanning a physical item and having the system automatically extract data from the scan
Lead Generation
Manage the process of attracting and converting business prospects into leads
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Autoresponders
Create and automatically send premade copy in response to customer messages
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
API
Application programming interface that allows for integration with other systems/databases
Forms Management
Store, manage and track all forms in a centralized location
Visitor Tracking
Track visitors and purpose of visits
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Campaign Analytics
Track and interpret campaign performance metrics
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Campaign Planning
Plan and strategize marketing campaigns
Lead Scoring
Score a lead based on quality or likelihood to buy/convert based on predetermined criteria
Email Tracking
Track delivered, received, and opened emails
Drip Campaigns
Send automated marketing emails based on user actions over a predetermined period
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
Lead Verification/Validation
Ensure the authenticity of each lead by verifying their information, eliminating duplicate leads/contacts, etc.
Source Tracking
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Interaction Tracking
Track interaction history by documenting conversations for contacts
Opportunity Management
Track all opportunities for potential sales and convert them into recurring revenue
Sales Reports
Reports specific to sales analysis for trends and strategies
Document Storage
Store and organize documents in a centralized system
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
For Sales Teams/Organizations
Caters to sales teams
Sales Forecasting
Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.
Workflow Management
Create, design and manage workflows for repetitive tasks
Task Management
Create, manage and track all task activities and progression
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Commenting/Notes
Leave comments and notes on documents for others to view
Content Publishing Options
Facilitates online authoring and publishing of the content
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Content Library
Centralized repository to store content and assets
Document Classification
Assign categories, labels, tags, or attributes to documents for organization, search and storage
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Customizable Branding
Add customized logos and colors to align with company branding
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
API
Application programming interface that allows for integration with other systems/databases
Document Management
Store, manage, and track all electronic documents in a centralized location
Document Storage
Store and organize documents in a centralized system
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Autofill
Automatically populating fields or sections within a form
Multi-Channel Distribution
Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers
Convert to PDF
Create, edit, convert to and from PDF files
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Media Library
Collection of images, videos and other digital content that can be used
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Full Text Search
Search for specific words or phrases within a document or database
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Data Import/Export
Import and export data to and from software applications
Forms Management
Store, manage and track all forms in a centralized location
Electronic Signature
Digitally sign online documents
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Workflow Management
Create, design and manage workflows for repetitive tasks
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Mobile Access
Access software remotely via mobile devices
Agentic AI - Survey (1)
Dynamic Content
Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience
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