Starting your ESO without a CRM means rebuilding your data infrastructure later — the hard way. Here's why program managers set up structure early.
Read NowBuild custom intake forms, map responses directly to your CRM, and stop re-entering data.
Trusted by program managers across the country
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Text, date, number, address, file upload, signature, and more — build exactly the form you need
Map form responses to client and business properties so data flows in automatically
Publish forms with a link, send via email, or text directly to clients
FORM BUILDER
Drag-and-drop builder with 14 field types, required fields, and reordering. Default email field ensures every submission links to a client.
PROPERTY MAPPING
Map any question to a client or business property, including milestones. Responses auto-populate records on submission.
SUBMISSION MANAGEMENT
Submissions listed with respondent info, dates, and attachments. One-click actions: start a new session, refer the client, download as PDF, or comment.
EVERYTHING YOU NEED
Every hub gets two forms out of the box — start collecting data immediately
Toggle email notifications so you never miss a new response
Collect documents and e-signatures directly through your forms
Export any submission as a formatted PDF for your records
Bulk download all files from a submission in one click
Forms save automatically as you build — publish when you're ready
"Catalyzer's Events feature has completely transformed how we manage our accelerator. We save hours every week on registration, attendance tracking, and follow-up emails."
FAQ
What field types are available?
Catalyzer Forms supports 14 field types: short text, long text, email, number, date, phone, address, single select, multi-select, checkbox, file upload, signature, URL, and currency. You can mark any field as required and reorder fields with drag-and-drop.
Can form responses auto-update client records?
Yes. When building a form, you can map any question to a client or business property using the Property Mapping feature. When someone submits the form, their answers automatically populate the corresponding fields on their client or business record — no manual data entry needed.
How do I share a form with a prospective client?
Every published form gets a shareable link. You can copy the link and send it via email, text message, or embed it on your website. When someone submits the form, they're automatically added as a client in your hub.
Can I require certain fields?
Yes. In the form builder, you can toggle any field as required. Respondents won't be able to submit the form until all required fields are filled in. The default email field is always required to ensure every submission links to a client record.
What happens when someone submits a form?
When a form is submitted, the response is saved to your submissions list with the respondent's info, date, and any attachments. If the respondent is a new client, they're added to your CRM. If property mapping is set up, their answers auto-populate client and business records. You can also enable email alerts to get notified instantly.
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