Know if your leads can pay. Before your closer says hello.
Your leads consent at opt-in. You instantly see their exact purchasing power in your CRM - credit score, available credit, and income. Zero impact on their credit score. Self-serve, no developer needed.
SmartForm is for you if
Higher volume, or need it invisible behind your existing forms? Custom Build is for you →
Trusted by 500+ businesses across 80+ industries
Your closer stops guessing
Credit score, available credit, and income land in your CRM 0.7 seconds after opt-in. Your team knows who can pay before anyone picks up the phone.
2.1x higher close rate
Avg client results
Your ad spend stops bleeding
Feed real buyer data back to your Meta pixel. Instead of optimizing for form fills, your ads start finding people who actually have money.
64% lower qualified lead cost
Avg across polled clients
Up and running today
SmartForm replaces your opt-in form only. Your CRM, booking system, and pipelines stay exactly the same. Self-serve setup, no developer needed.
Self-serve, no code
Mon-Fri support if you need it
What Hits Your CRM
"Right next to their name is credit score and how much cash they have on hand."
- Wyatt, SimpleCheck client
The moment a lead opts in, your CRM updates. No manual work. No waiting. No asking awkward money questions on a call.
Your setters know who to prioritize. Your closers know what financing to offer. Qualified leads go straight to your closers' calendar. Everyone else gets routed to a downsell automatically.
It has completely changed our business. I don't say that lightly. Out of the gate, we could see right away with new ads how qualified these leads actually were. Our close rate went through the roof. We're now at about a little over 50%, whereas before we were right around 25%.
Joey Western
8-Figure Sales Agency
"30% of all calls we were scheduling simply, even if they wanted to, could not afford our service." - Tim M., Executive Career Upgrades, $500K-$1M/month
What SmartForm Includes
SmartForm builder
Replaces your opt-in form. Works with any CRM.
Real-time qualification data
Credit score, available credit, income at opt-in.
SmartRoute
Auto-routes buyers to closers. Unqualified to downsells.
Partial capture
Saves leads who start but don't finish the form.
Pixel data feedback
Your buyer data feeds back to Meta automatically.
Mon-Fri support
Real humans if you get stuck during setup.
Need it invisible behind your existing forms? Custom Build does that. $4,500 setup, $999/month, done-for-you. Book a demo →
Is this legal? Does it hurt their credit score?
Zero credit score impact. This is a soft pull - the same type a credit card company uses to pre-approve you. Your lead never knows it happened and their credit stays completely untouched. Every lead consents as part of your opt-in. Fully FCRA compliant through our CredibleCapture technology.
Do I have to rebuild my whole funnel?
Just the opt-in form. SmartForm replaces your existing lead capture form - that's it. Your CRM, booking system, email platform, and entire downstream pipeline stays exactly the same. It plugs in, and your CRM starts receiving qualification data immediately. Most people are live in under 15 minutes.
Every day without this, you're paying for broke leads who will never buy.
7 days free. $97/month after. Setup in 15 minutes.
No contracts. No SSN. Cancel anytime.