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Smarter

Smarter

With SmartForm™

With SmartForm™

Easily scale your sales by replacing your calendar today

Easily scale your sales by replacing

your calendar software today

"The single highest leverage tool we've ever used in our business - nothing else even comes close"

SmartForm Is Just $59.99/mo - And Replaces 3+ Tools With One
"Try Before You Buy" For 7 Days

Capture 30% More Leads - The Moment They Type

PreQualify Every Lead With Real Financial Data

Dynamically Route Leads To Their "Perfect Fit" Offers

And more...

|

Smarter

With SmartForm™

Easily scale your sales by replacing

your calendar software today

"The single highest leverage tool we've ever used in our business - nothing else even comes close"

SmartForm Is Just $59.99/mo - And Replaces 3+ Tools With One
"Try Before You Buy" For 7 Days

Stars Image

4.9-Star Rating

Stars Image

4.9-Star Rating

Loved by high-performance sales teams

Loved by high-performance
sales teams
& marketers

0%

More
Leads Captured

0%

Lower
Qualified
Lead Cost

0.0x

Higher
Close
Rate

0%

Higher
Return On
Ad Spend

How it works
lead to sale
fully optimized
(click to expand)

How it works
lead to sale
fully optimized
(click to expand)

1 -Click to replace your old calendar & lead forms

1 -Click to replace your sales forms

Capture more leads (even if they don't hit "submit")

Capture more leads automatically

Pre-qualify (for real - with bank level financial data)

Pre-qualify with real financial data

Dynamically routes each lead to maximize revenue

Dynamic routing to maximize revenue

Easily replace your forms

Capture more leads

Pre-qualify (for real)

Dynamic lead routing

How it works
lead to sale
fully optimized
(click to expand)

1 -Click to replace your old calendar & lead forms

Capture more leads (even if they don't hit "submit")

Pre-qualify (for real - with bank level financial data)

Dynamically routes each lead to maximize revenue

Easily replace your forms

Capture more leads

Pre-qualify (for real)

Dynamic lead routing

"Try Before You Buy" Today For 7 Days

❌ No dev needed ✅ Seamless integration 💰 See ROI today

"The single highest leverage tool we've ever used

in our business - nothing else even comes close"

SmartForm outsells
every other opt-in & calendar tool

SmartForm outsells
every other opt-in & calendar tool

SmartForm

SmartForm

Smart Calendar Routing

(Round Robin)

Smart Calendar Routing

(Round Robin)

Capture Every Lead -

Even If They Don't Submit

Capture Every Lead

Even If They Don't Hit Submit

Verified Financial Intelligence

Bank-Level Instant PreQualification

Verified Financial Intelligence

Bank-Level Instant PreQualification

SmartRoute™ Adaptive Redirects
Based On True Buying Power Data

SmartRoute™ Adaptive Redirects
Based On True Buying Power Data

Progressive Multi-Step Forms
That Boost Conversion Rates

Progressive Multi-Step Forms
That Boost Conversion Rates

All-In-One Sales Optimization
Replace 3 Tools With 1

All-In-One Sales Optimization
Replace 3 Tools With 1

SmartForm

Smart

Calendar Routing

(Round Robin)

Capture Every Lead -

Even If They

Don't Submit

Verified Financial

Intelligence

Bank-Level Instant

PreQualification

SmartRoute™

Adaptive Redirects
Based On True

Buying Power Data

Progressive

Multi-Step Forms
That Boost

Conversion Rates

Unified Form

+ Calendar

+ Qualifier
Replace 3 Tools With 1

SmartForm pricing
simple, as it should be

One flat rate for your entire team. No seat-based fees.
No contracts. Just smarter forms.

SmartForm Essentials

$59.99/month
unlimited team members - one flat rate

Capture leads the moment they start typing
Book more calls without more ad spend
No per-user or per-seat fees

7-Day Free Trial - Cancel Anytime

SmartForm Essentials

$59.99/month
unlimited team members - one flat rate

Capture leads the moment they start typing
Book more calls without more ad spend
No per-user or per-seat fees

7-Day Free Trial - Cancel Anytime

Profit Multipliers (Optional)
Unlock even more sales performance

SimpleCheck™ Reports

Instantly pre-qualify leads with verified credit, income, and available credit to spend today - just $3.10 per successful report.

SmartRoute™

Automatically route each lead to the most profitable next step upon form completion based on real financial data. Unlimited parameters and customization - just $29.99/mo

All upgrades available post-purchase
in your SmartForm dashboard

Take a test drive
book a demo today

Use of the public demo constitutes agreement to the terms of service

Integrate
wherever you want

SmartForm is fully compatible with your current tech stack, guaranteed.

These are just a few of the apps we integrate with.

Other forms
leave you guessing…

Other forms
leave you guessing…

we won't.

we won't.

Questions not yet in the FAQ?

Questions not yet in the FAQ?

What Is SmartForm And How Does It Work?

SmartForm is the all-in-one intelligent lead capture system which progressively captures user input and saves information even when it is not fully submitted. Optionally, it also pre-qualifies every lead with bank-level financial data provided through SimpleCheck, and instantly routes each lead to the highest-value next step to maximize conversions and sales efficiency.

What Is SmartForm And How Does It Work?

SmartForm is the all-in-one intelligent lead capture system which progressively captures user input and saves information even when it is not fully submitted. Optionally, it also pre-qualifies every lead with bank-level financial data provided through SimpleCheck, and instantly routes each lead to the highest-value next step to maximize conversions and sales efficiency.

Is SmartForm Fully Compliant With U.S. Consumer Protection Laws (FCRA)?

Is SmartForm Fully Compliant With U.S. Consumer Protection Laws (FCRA)?

Does PreQualifying The Lead Impact Their Credit Score?

Does PreQualifying The Lead Impact Their Credit Score?

Can I plug the data back into Meta Pixel or Hyros?

Can I plug the data back into Meta Pixel or Hyros?

How Long Does It Take To Setup SmartForm For My Business?

How Long Does It Take To Setup SmartForm For My Business?

How Does SmartForm Pricing Work?

How Does SmartForm Pricing Work?

What Is The Typical ROI From Switching To SmartForm?

What Is The Typical ROI From Switching To SmartForm?

SmartForm Is Just $59.99/mo - No Per-Seat Fees, And Replaces 3 Tools With One.
"Try Before You Buy" Today For 7 Days

SmartForm Is Just $59.99/mo - And Replaces 3+ Tools With One
"Try Before You Buy" For 7 Days

SmartForm Is Just $59.99/mo - No Per-Seat Fees, And Replaces 3 Tools With One
"Try Before You Buy" For 7 Days

How it works
lead to sale - optimized
(click to expand)

0%

More
Leads Captured

0%

Lower
Qualified
Lead Cost

0.0x

Higher
Close
Rate

0%

Higher
Return On
Ad Spend

What's the ROI from switching?
hear from some of our happy clients

What's the ROI from switching?
hear from some of our happy clients

Icon

"By far the best tool we've ever implemented. Nothing else even comes close."

Joey

Sales Manager

Icon

We took our close rate from 25% to 45%, and our ROAS from 3.5x to 8.2x."

Callum

Client Success Agency

Icon

"I almost lost my closer... she was tired of calls with unqualified leads."

Lindsey

Health Industry

Icon

"We don't have to take a reps' word for it if someone was unqualified".

Wyatt

Business Owner

Icon

"For anybody that sells high-ticket, this is not optional. It's a necessity."

Rich

Business Owner

Icon

"As somebody who's been in marketing 25+ years...this is a game-changer."

Mark

Marketing Industry

Icon

"We took our qualified lead ratio from 38% to 54% on the same ad spend. 42% increase."

Joe

Business Owner

Icon

"We love SimpleCheck. We just booked 42 qualified appointments in a day."

Kero

Marketing Agency

Icon

"We have seen some offers go from a 3.5X ROAS to a 4.5X ROAS."

Ben

8-Figure Sales Consultant

Icon

"By far the best tool we've ever implemented. Nothing else even comes close."

Joey

Sales Manager

Icon

We took our close rate from 25% to 45%, and our ROAS from 3.5x to 8.2x."

Callum

Client Success Agency

Icon

"I almost lost my closer... she was tired of calls with unqualified leads."

Lindsey

Health Industry

Icon

"We don't have to take a reps' word for it if someone was unqualified".

Wyatt

Business Owner

Icon

"For anybody that sells high-ticket, this is not optional. It's a necessity."

Rich

Business Owner

Icon

"As somebody who's been in marketing 25+ years...this is a game-changer."

Mark

Marketing Industry

Icon

"We have seen some offers go from a 3.5X ROAS to a 4.5X ROAS."

Ben

7-Figure Sales Consult

Icon

"We took our qualified lead ratio from 38% to 54% on the same ad spend. 42% increase."

Joe

Business Owner

One flat rate for your entire team. No seat-based fees.
No contracts. Just smarter forms.

Profit Multipliers (Optional)

Unlock even more sales performance

SimpleCheck™ Reports

Instantly pre-qualify leads with verified credit, income, and available credit to spend today - just $3.10 per successful report.

SmartRoute™

Automatically route each lead to the most profitable next step upon form completion based on real financial data. Unlimited parameters and customization - just $29.99/mo

All upgrades available post-purchase
in your SmartForm dashboard

SmartForm Essentials

$59.99/month
unlimited team members - one flat rate

Capture leads the moment they start typing
Book more calls without more ad spend
No per-user or per-seat fees

7-Day Free Trial - Cancel Anytime

SmartForm Essentials

$59.99/month
unlimited team members - one flat rate

Capture leads the moment they start typing
Book more calls without more ad spend
No per-user or per-seat fees

7-Day Free Trial - Cancel Anytime

Pricing
simple, as it should be

hear from some of our happy clients

Integrate
wherever you want

SmartForm is fully compatible with your current tech stack, guaranteed.

These are just a few of the apps we integrate with.

Loved by high-performance
sales teams & marketers

What Is SmartForm And How Does It Work?

SmartForm is the all-in-one intelligent lead capture system which progressively captures user input and saves information even when it is not fully submitted. Optionally, it also pre-qualifies every lead with bank-level financial data provided through SimpleCheck, and instantly routes each lead to the highest-value next step to maximize conversions and sales efficiency.

What Is SmartForm And How Does It Work?

SmartForm is the all-in-one intelligent lead capture system which progressively captures user input and saves information even when it is not fully submitted. Optionally, it also pre-qualifies every lead with bank-level financial data provided through SimpleCheck, and instantly routes each lead to the highest-value next step to maximize conversions and sales efficiency.

Is SmartForm Fully Compliant With U.S. Consumer Protection Laws (FCRA)?

Is SmartForm Fully Compliant With U.S. Consumer Protection Laws (FCRA)?

Does PreQualifying The Lead Impact Their Credit Score?

Does PreQualifying The Lead Impact Their Credit Score?

Can I plug the data back into Meta Pixel or Hyros?

Can I plug the data back into Meta Pixel or Hyros?

How Long Does It Take To Setup SmartForm For My Business?

How Long Does It Take To Setup SmartForm For My Business?

How Does SmartForm Pricing Work?

How Does SmartForm Pricing Work?

What Is The Typical ROI From Switching To SmartForm?

What Is The Typical ROI From Switching To SmartForm?

Other forms
leave you guessing…

we won't.

SmartForm outsells
every other opt-in
& calendar tool

Take a test drive
book a demo today

What's the ROI from switching?

Icon

"By far the best tool we've ever implemented. Nothing else even comes close."

Joey

Sales Manager

Icon

We took our close rate from 25% to 45%, and our ROAS from 3.5x to 8.2x."

Callum

Client Success Agency

Icon

"I almost lost my closer... she was tired of calls with unqualified leads."

Lindsey

Health Industry

Icon

"We don't have to take a reps' word for it if someone was unqualified".

Wyatt

Business Owner

Icon

"For anybody that sells high-ticket, this is not optional. It's a necessity."

Rich

Business Owner

Icon

"As somebody who's been in marketing 25+ years...this is a game-changer."

Mark

Marketing Industry

Icon

"We have seen some offers go from a 3.5X ROAS to a 4.5X ROAS."

Ben

7-Figure Sales Consult

Icon

"We took our qualified lead ratio from 38% to 54% on the same ad spend. 42% increase."

Joe

Business Owner

"Try Before You Buy" For 7 Days

❌ No dev needed ✅ Seamless integration 💰 See ROI today

"Try Before You Buy" For 7 Days

❌ No dev needed ✅ Seamless integration 💰 See ROI today

SimpleCheck turns your business into a precision machine.

You’re already paying for leads. Start qualifying them like a pro.

Schedule A Session

The so called "SimpleCheck" effect

Ⓒ SimpleCheck 2024. All Rights Reserved

1. Information We Collect To provide our Services, SIMPLECHECK may collect and process the following types of information: a. Information You Provide Directly Name, email address, phone number, and other contact details. Financial or demographic information submitted through our Services. Any other information you choose to provide when contacting us or using the Services. b. Information We Collect Automatically Identifiers: IP address, device ID, and cookie identifiers. Usage Data: Pages visited, features accessed, time spent on the Services, and interactions. Technical Data: Browser type, operating system, and other device attributes. c. Information From Third Parties We may collect additional information from publicly available sources, third-party data providers, or business partners to enhance our Services. This may include: Address and contact details. Demographic, household, or financial data. 2. How We Use Information SIMPLECHECK uses the collected information for the following purposes: Service Delivery: To provide and improve our Services, including generating financial insights. Customer Support: To respond to inquiries and provide assistance. Analytics and Development: To analyze trends, improve our platform, and develop new features. Legal and Compliance: To comply with legal obligations and enforce our Terms of Service. Marketing: To send information about our Services or offers (you can opt out at any time). We do not use or sell your information for purposes unrelated to the Services without your explicit consent. 3. Sharing Your Information SIMPLECHECK shares information only as necessary to operate our Services and as permitted by law: Service Providers: We share information with trusted third parties who assist with technical support, payment processing, data analytics, or marketing. Business Partners: Information may be shared with partners that integrate with or enhance our Services. Legal Compliance: We may disclose information if required by law, regulation, or legal process, or to protect our rights, users, or others. Corporate Transactions: In the event of a merger, sale, or acquisition, your information may be transferred as part of the transaction. We do not sell personal information to third parties for their own marketing purposes. 4. Cookies and Similar Technologies SIMPLECHECK uses cookies and similar technologies to enhance user experience, improve functionality, and analyze website usage. Managing Cookies You can manage or disable cookies through your browser settings. Note that disabling cookies may affect your ability to use certain features of the Services.

SimpleCheck turns your business into a precision machine.

You’re already paying for leads. Start qualifying them like a pro.

Schedule A Session

The so called "SimpleCheck" effect

Ⓒ SimpleCheck 2024. All Rights Reserved

1. Information We Collect To provide our Services, SIMPLECHECK may collect and process the following types of information: a. Information You Provide Directly Name, email address, phone number, and other contact details. Financial or demographic information submitted through our Services. Any other information you choose to provide when contacting us or using the Services. b. Information We Collect Automatically Identifiers: IP address, device ID, and cookie identifiers. Usage Data: Pages visited, features accessed, time spent on the Services, and interactions. Technical Data: Browser type, operating system, and other device attributes. c. Information From Third Parties We may collect additional information from publicly available sources, third-party data providers, or business partners to enhance our Services. This may include: Address and contact details. Demographic, household, or financial data. 2. How We Use Information SIMPLECHECK uses the collected information for the following purposes: Service Delivery: To provide and improve our Services, including generating financial insights. Customer Support: To respond to inquiries and provide assistance. Analytics and Development: To analyze trends, improve our platform, and develop new features. Legal and Compliance: To comply with legal obligations and enforce our Terms of Service. Marketing: To send information about our Services or offers (you can opt out at any time). We do not use or sell your information for purposes unrelated to the Services without your explicit consent. 3. Sharing Your Information SIMPLECHECK shares information only as necessary to operate our Services and as permitted by law: Service Providers: We share information with trusted third parties who assist with technical support, payment processing, data analytics, or marketing. Business Partners: Information may be shared with partners that integrate with or enhance our Services. Legal Compliance: We may disclose information if required by law, regulation, or legal process, or to protect our rights, users, or others. Corporate Transactions: In the event of a merger, sale, or acquisition, your information may be transferred as part of the transaction. We do not sell personal information to third parties for their own marketing purposes. 4. Cookies and Similar Technologies SIMPLECHECK uses cookies and similar technologies to enhance user experience, improve functionality, and analyze website usage. Managing Cookies You can manage or disable cookies through your browser settings. Note that disabling cookies may affect your ability to use certain features of the Services.

SimpleCheck turns your business into a precision machine.

You’re already paying for leads. Start qualifying them like a pro.

Schedule A Session

The so called "SimpleCheck" effect

Ⓒ SimpleCheck 2024. All Rights Reserved

1. Information We Collect To provide our Services, SIMPLECHECK may collect and process the following types of information: a. Information You Provide Directly Name, email address, phone number, and other contact details. Financial or demographic information submitted through our Services. Any other information you choose to provide when contacting us or using the Services. b. Information We Collect Automatically Identifiers: IP address, device ID, and cookie identifiers. Usage Data: Pages visited, features accessed, time spent on the Services, and interactions. Technical Data: Browser type, operating system, and other device attributes. c. Information From Third Parties We may collect additional information from publicly available sources, third-party data providers, or business partners to enhance our Services. This may include: Address and contact details. Demographic, household, or financial data. 2. How We Use Information SIMPLECHECK uses the collected information for the following purposes: Service Delivery: To provide and improve our Services, including generating financial insights. Customer Support: To respond to inquiries and provide assistance. Analytics and Development: To analyze trends, improve our platform, and develop new features. Legal and Compliance: To comply with legal obligations and enforce our Terms of Service. Marketing: To send information about our Services or offers (you can opt out at any time). We do not use or sell your information for purposes unrelated to the Services without your explicit consent. 3. Sharing Your Information SIMPLECHECK shares information only as necessary to operate our Services and as permitted by law: Service Providers: We share information with trusted third parties who assist with technical support, payment processing, data analytics, or marketing. Business Partners: Information may be shared with partners that integrate with or enhance our Services. Legal Compliance: We may disclose information if required by law, regulation, or legal process, or to protect our rights, users, or others. Corporate Transactions: In the event of a merger, sale, or acquisition, your information may be transferred as part of the transaction. We do not sell personal information to third parties for their own marketing purposes. 4. Cookies and Similar Technologies SIMPLECHECK uses cookies and similar technologies to enhance user experience, improve functionality, and analyze website usage. Managing Cookies You can manage or disable cookies through your browser settings. Note that disabling cookies may affect your ability to use certain features of the Services.