Field Sales Form BuilderPowered by AI
Equip field sales reps with mobile-first forms that work offline, sync to your CRM in real time, and capture orders, lead intake, and dealer onboarding from anywhere.
Powerful Field Sales Form Builder Features
Everything you need to build, deploy, and manage field sales forms
Offline Form Submission
FlexForm's mobile SDK queues submissions locally when reps are out of coverage. Forms sync automatically when connectivity returns — no data loss, no manual re-entry.
Native Mobile SDK
Embed FlexForm directly into your sales app for Android, iOS, KMP, and Flutter. Native rendering — no WebView, no app store re-release needed when forms change.
GPS-Tagged Submissions
Capture location coordinates with every submission. Useful for visit verification, territory analysis, and proof-of-presence at dealer or customer locations.
Real-Time CRM Sync
Push form submissions to Salesforce, HubSpot, Pipedrive, or Zoho the instant a rep submits. New leads, orders, and visit reports appear in the CRM within 1-2 seconds.
Order & Dealer Onboarding
Build multi-step order forms with dynamic product catalogs, signature collection, and printable receipts. Use the same builder for distributor onboarding and contract paperwork.
Update Forms Without an App Release
Server-driven UI means you can add fields, change validation, or update workflows from the FlexForm dashboard — the changes appear in your sales app instantly, no App Store review.
Popular Templates
Start with a pre-built template and customize with AI in seconds
Field Sales Form FAQs
Common questions about using FlexForm for field sales forms
How does FlexForm work when reps lose connectivity in the field?
FlexForm's mobile SDK stores form drafts in a local SQLite/Room database. Reps can complete forms entirely offline; submissions queue and auto-sync the moment they regain network access. No data is lost, and reps see a clear sync status indicator.
Is the mobile SDK truly native or does it use a WebView?
Truly native. FlexForm ships Android SDK (Kotlin + Jetpack Compose), iOS SDK (Swift + SwiftUI), Kotlin Multiplatform, and Flutter packages. Forms render with native UI elements — better performance, no WebView quirks.
Can reps capture photos and signatures from the field?
Yes. FlexForm supports photo capture (camera + photo library), digital signature pads, and file upload — all wired through the device's native APIs. Photos compress before upload to save data.
How quickly do field submissions appear in our CRM?
1-2 seconds typically. FlexForm pushes submissions to Salesforce, HubSpot, Pipedrive, or Zoho via webhook the instant the form is submitted (or once a queued draft syncs). Reps and sales managers see updates near-real-time.
Can different rep teams have different forms?
Yes. Use FlexForm's workspaces to assign forms per team, region, or product line. Each rep sees only the forms relevant to their role, and admins can update forms centrally without touching the mobile app.
Equip Your Field Sales Team in 60 Seconds
Join sales teams using FlexForm to capture leads, orders, and visit reports from the field — even without network coverage.