Restaurant
Private dining enquiry
Record guest count and preferred dateManage Enquiries Across Your Client Websites
Build websites for clients without building a separate form backend every time. Organize forms, submissions, and leads in Formgrid.
Free plan available.
Example client projects
Photographer
Session booking request
Check availability and follow upRoofing company
Website quote request
Arrange assessment and record the outcomeOne project per client. Forms and leads grouped by the website they belong to.
Formgrid gives agencies project-based form and lead management. Group a client’s forms in a project, connect their website, configure notifications, and track the resulting enquiries without maintaining a custom submission backend for every build.
The websites are different. The maintenance problem repeats.
One client forwards form emails to the wrong address. Another has no record of quote requests. A third wants to know which enquiries received a reply. Keeping a separate script and inbox arrangement for each site makes handover harder than it needs to be.
Keep each client’s forms and enquiries together
One project for each client
Use project names that match your client accounts. Keep a restaurant’s event enquiries separate from a photographer’s booking requests and a roofing company’s quote forms.
Keep the frontend you already built
Connect HTML forms or submit from React and Next.js to a Formgrid endpoint. Formgrid handles collection; your agency keeps control of the website design and success/error states.
Configure the right notifications
Choose notification recipients supported by the plan and send a test submission. An agency mailbox should not be the only person who knows a customer asked for help.
Share access deliberately, not by sharing a password
Business supports project invitations for clients and team members, with permissions for supported actions. Review each person’s access before inviting them. Project grouping is not a promise of a white-label portal, independent client billing or automatic ownership transfer.
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Three websites, one repeatable handover process
Restaurant: private dining requests
Create a project and an event enquiry form. Confirm that the venue receives notifications and knows where to review incoming requests.
Photographer: booking enquiries
Keep session type, date and customer notes together. The photographer can record a call and set a follow-up date while availability is checked.
Roofing company: quote requests
Collect the information needed to assess the job. Track New requests, Contacted prospects and Converted work without mixing them with the other clients.
These are illustrative workflows, not customer testimonials. Apply available spam controls per form and test the complete submission path before handover. Choose a plan for your account-wide submission volume and the number of projects you actually manage.
A plan for your client workload
Submission allowances apply to your account, rather than to each client project. See pricing for billing options and full feature details.
Free
$0/month
- 3 forms
- 1 projects
- 50 submissions per month
- No Business project invitations
Premium
$12/month
- Unlimited forms
- 10 projects
- 1,000 submissions per month
- No Business project invitations
Business
$29/month
- Unlimited forms
- Unlimited projects
- 15,000 submissions per month
- Project invitations and supported team permissions
Frequently asked questions
For setup instructions, visit the documentation. Plan-specific allowances are listed on pricing.
Can I invite a client into a project?
Business supports project invitations and permissions for supported project actions. Check the invitation settings and test the access you intend to grant.
Does each client need an AWS account?
No. Formgrid-managed form collection and notifications use Formgrid’s infrastructure. Your clients do not supply AWS credentials for those features.
Is there a white-label client dashboard?
This page does not promise one. Custom website forms and project organization are separate from branding or ownership of the Formgrid dashboard.
Can I begin with one client on Free?
Yes, within the current Free project, form and submission limits. Use the plan comparison below and the full pricing page before onboarding more sites.
Set up your first client project
Create a free account to try Formgrid with your website.
Start Free Compare plans