This application helps small and growing businesses capture and manage potential customer information through various forms. It provides tools for tracking leads from initial interest through qualification, supporting sales and marketing efforts.
Describe it to the Assistant’s App Starter and FasterOS designs it. This is the plan it made from the words “Lead Capture Forms”: 3 forms that work together, each also a table of records. Yours is designed from your own description, and you can change any of it before anything is made.
Lead
Records information about potential customers who have shown interest in the business's products or services.
First Name
Text
Last Name
Text
Email
Text
Phone
Text
Company
Text
Job Title
Text
Source
One choice: Website Form, Referral, Ad Campaign, Social Media, Event, Other
Status
One choice: New, Contacted, Qualified, Unqualified, Nurturing
Assigned To
Team member
Notes
Long text
Activity
Logs all interactions and follow-up tasks related to a specific lead.
Belongs to Lead
Type
One choice: Call, Email, Meeting, Task, Other
Summary
Text
Notes
Long text
Next Step Due
Date
Recorded By
Team member
Media
Stores all files, documents, and images related to leads.
Belongs to Lead
Title
Text
File
Image
Type
One choice: Document, Image, Contract, Presentation, Other
Description
Long text
Date
Date
The reports your team works in
Every form gets a report: the screen where your team finds, adds and edits records, newest first. Here’s what each one shows, and who it’s for.
Lead
Columns
First Name, Last Name, Email, Phone, Company, Job Title, Source, Status, Assigned To
Opened, it also shows
Notes
Related records
Activity, Media, a click away on each row
Activity
Columns
Type, Summary, Next Step Due, Recorded By
Opened, it also shows
Notes
Media
Columns
Title, Type, Date
Opened, it also shows
File, Description
How it fits together
The data is organized around the core concept of a Lead, with activities and media assets directly associated with each lead record.
Lead — no parent, serves as the primary record for potential customers.
Activity belongs to Lead — each activity (call, email, meeting) is tied to a specific lead.
Media belongs to Lead — files and documents are stored as attachments to individual lead records.
Make it yours in minutes
Create a free account, open the Assistant and choose App Starter.
Say what you need in a sentence, in your own words.
Review the plan: rename forms, add or remove fields, choose their types.
Press Create Data Foundation: the forms, a report for each, and a data dictionary are made for you.
Put them in an app, give it your theme, and share it with your team or the world.