A configurable inquiry form, embeddable on your Clearmargin website OR your own external site. Submissions land in a kanban pipeline. Reply, qualify, and convert to clients and projects — in one click.
Everything you need, nothing you don't.
Custom URL, welcome message, custom questions (text, date, select, phone, address), cover image. Embed on your website or share the link.
Every submission becomes a pipeline card. Kanban board with stages: new, contacted, qualified, converted, declined. Drag and drop between stages.
Reply to inquiries directly from Clearmargin. Email sends via your configured sender. Status auto-transitions from new to contacted.
Convert a qualified inquiry into a client, contact, and project in one action. All data carries over — no re-entry.
Get notified instantly on new inquiries via email, Slack, Discord, Telegram, or webhooks. Never miss a lead.
Add up to 10 custom questions across five field types (text, date, select, phone, address). Ask about venue, guest count, budget, preferred style — whatever you need to qualify.
Honeypot spam protection and rate limiting (5 submissions per IP per hour). Real inquiries only.
Drop a script tag on any external site (WordPress, Squarespace, Wix, custom HTML). Works alongside your website on Clearmargin or independently.
See how your industry uses this feature day-to-day.
Yes. Set a custom URL slug, add a cover image, write a welcome message, and add up to 10 custom questions across five field types (text, date, select, phone, address) to qualify leads however you need.
No — the inquiry form is for lead capture, not transactions. Clients describe what they need, and you review, qualify, and send a formal proposal. This lets you price properly instead of committing before understanding the scope.
Instantly, via your choice of email, Slack, Discord, Telegram, or webhooks. The sidebar badge also shows a count of new inquiries so you never miss one.
One click creates a Client, Contact, and Project — all linked back to the original inquiry. The client's details, event date, and custom question answers all carry over. No re-entry needed.
Yes. Copy the embed snippet from Settings → Inquiry Form and paste it into any HTML page (WordPress, Squarespace, Wix, custom). The form auto-resizes to fit. Works whether or not you have a Clearmargin-hosted website.
