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Lead qualification platform for agencies

Get leads that are real
reachableand ready to talk.

Multi-step lead qualification forms with OTP phone verification, TrustedForm TCPA certification, and conditional disqualification logic. 200+ lead gen agencies across solar, mortgage, insurance, and roofing use MakeForms to stop paying for leads that don't pick up.

14-day free trial
No credit card
Live in 30 minutes
SOC 2 + HIPAA ready

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200+ agencies onboard
94% verified phone rate
3.2s average OTP delivery
$120M+ qualified pipeline
SOC 2 Type II certified
HIPAA ready
Live in 30 minutes
TrustedForm on every plan
200+ agencies onboard
94% verified phone rate
3.2s average OTP delivery
$120M+ qualified pipeline
SOC 2 Type II certified
HIPAA ready
Live in 30 minutes
TrustedForm on every plan
How it works

The four layers of our lead qualification engine

Step 01 — Capture

Multi-step form pulls them in

With our one question per screen format, foot-in-the-door psychology keeps your form completion above 70%, even on cold traffic.

  • Mobile-first, sub-1s load on 4G
  • 40+ vertical templates ready to launch
Step 02 — Qualify

Smart logic filters in real-time

If they’re outside your budget, timeline, or service area, you won’t see them in your CRM. Our conditional logic automatically filters out bad-fit leads.

  • Visual builder, no code
  • Lead scoring built in
Step 03 — Verify

OTP blocks fake submissions

In under 4 seconds our in-built OTP verification tool increases your verified lead rate to 94%. Fake numbers and typos can't get past this step.

  • 94% verified phone rate vs 66% standard
  • SMS cost included in plan
Step 04 — Certify + Push

Consent right out the gate

One toggle in the editor turns on TrustedForm. Every submission gets a tamper-evident certificate perfect for TCPA, CCPA or GDPR use. The cert ID lands in your CRM with the verified lead in under 3 seconds.

  • Native HubSpot, Salesforce, GoHighLevel
  • Webhooks for any LOS or AMS
See all four steps in your own pipeline.

15 minutes. We'll build a sample form for your vertical live and walk through capture, qualify, verify, and certify end-to-end.

By the numbers

What 200+ agencies actually see.

0
agencies running on MakeForms
0
verified phone rate via OTP
0
qualified pipeline generated
0
close rate vs unverified leads
Built in, not bolted on

Six tools. One platform.

Live lead inbox

Watch verified leads land in real time. OTP status, TrustedForm cert ID, CRM push state — all in one row. Built for agencies running 50+ campaigns at once.

Conditional logic

Visual builder for routing.

Mobile-first

Sub-1 second load on 4G.

Global delivery

Data residency in 6 regions.

API + webhooks

Pipe leads anywhere instantly.

Drag to compare

Same form. With and without verification.

With MakeForms
Verified leads. Real numbers. Every time.

OTP blocks fake numbers at the form. TrustedForm certifies consent. Conditional logic filters bad fits silently.

94%
verified phone rate
Without MakeForms
Fake numbers. Renters. Wasted spend.

Standard forms have no verification. Closers redial dead numbers. Renters book solar demos. CPL math doesn't work.

66%
verified phone rate

Drag the handle to compare verification on and off.

Customers

Teams switch to MakeForms when trust, scale and security all matter.

Create a free form
G2 Reviews
4.9
out of 5
Loved by teams building serious workflows.
NorthernStar Milk

"MakeForms has the Canadian data storage and the PIPEDA compliance that really sold us on the switch."

DONNA GERSBACH
Verticals

Built for every lead gen vertical.

40+ qualification form templates — one per vertical, pre-configured with OTP, TrustedForm, and the right disqualification logic for that market.

Solar Lead Qualification Form in Action

Let’s watch how MakeForms ensures your solar company collects leads that are actually serviceable, reachable, and ready to talk. You can verify geography, roof type, monthly bill, and phone number before the lead ever reaches your CRM.

Homeowner-only verification
ZIP code & service area qualification
Roof type & sunlight fit
Electricity bill qualification
OTP-verified phone numbers
TrustedForm-certified consent
See solar templates

Mortgage lead qualification forms.

Loan purpose first. State qualification second. Credit band third. Contact details last. Rate-shoppers and out-of-state submissions never reach your loan officers. 89% contact rate on MakeForms-verified mortgage leads.

Intent + loan purpose routing
State + credit band pre-qualification
OTP stops fake phone rate-shoppers
LOS webhook integration
See mortgage templates

Insurance lead qualification forms.

Auto to auto agents. Life to life agents. Health to health agents. One form handles every line — conditional logic routes by product. OTP verifies phones. TrustedForm certifies every submission.

Line-of-business routing
Vehicle + driving history pre-qual (auto)
Smoker + health tier pre-qual (life)
AgencyZoom + AMS integration
See insurance templates

Roofing lead qualification forms.

Homeowner check on step one. Insurance claim eligibility on step two. Zip code service area on step three. OTP on step four. Renters, out-of-area, and no-damage prospects never reach your sales team.

Homeowner gate — step one always
Insurance claim eligibility filter
Service area zip code filter
QR code canvassing support
See roofing templates

Medicare lead qualification forms.

Age 65+ gate on step one. T65 routing for first-time enrollees. HIPAA-compliant infrastructure. Signed BAA on Pro and above. Built for the 7-week AEP window.

Age 65+ eligibility gate
T65 routing — highest value leads
HIPAA + signed BAA on Pro+
PHI field marking
See Medicare templates

Final expense lead qualification forms.

One question per screen. Senior-friendly. Age 50-85 gate. Simplified health tiers — Excellent / Good / Fair / Poor. OTP on the phone field. 91% contact rate on fresh verified final expense leads.

One question per screen
Age 50-85 gate
Simplified health tier questions
GoHighLevel + Convoso dialer integration
See final expense templates
Pricing

Simple flat pricing. Unlimited leads.

No per-response charges. No per-verification fees. One flat monthly rate regardless of how many leads your campaigns generate.

Agency
$133/mo
For agencies running multiple clients and verticals. Adds workspaces, permissions and the deeper integrations.
Everything in Launch
Unlimited forms
10 user seats
50 GB storage
3 custom domains
2 additional workspaces
Granular user permissions
Salesforce integration
Analytics + campaigns
Custom SMTP
14-day free trial · No credit card · Cancel any time
View full pricing
FAQ

Questions agencies ask before switching.

What is a lead qualification form?

A lead qualification form is typically a multi-step form that filters prospects based on specific criteria before capturing contact details. A solar lead qualification form asks homeowner status, monthly bill, and geography before asking for a phone number. Unqualified prospects are disqualified if they do not match the filters. Qualified prospects verify their phone via OTP. MakeForms is a lead qualification form builder used by 200+ agencies across solar, mortgage, insurance, and roofing.

What is OTP verification in lead generation?

OTP (One-Time Password) verification sends a 6-digit SMS code to the phone number a prospect enters. They must type it back to complete the form. Fake numbers cannot receive the code. Typos fail verification. This brings verified phone rate from 66% on standard forms to 94%. MakeForms includes OTP on every plan, one toggle, no API key, SMS cost included.

What is the best form builder for lead gen agencies?

MakeForms is built specifically for lead generation agencies running paid traffic. OTP phone verification, TrustedForm TCPA certification, multi-step conditional qualification logic, lead scoring, HIPAA compliance with a signed BAA, and vertical-specific templates for solar, mortgage, insurance, and roofing. Unlike Typeform or Jotform built for surveys, MakeForms is purpose-built for lead qualification.

What is TrustedForm and why do agencies need it?

TrustedForm is a consent certification product by ActiveProspect. It generates an independent certificate on every submission - capturing the timestamp, IP, session replay, and consent language the prospect saw. Many regulations require this, like GDPA, CCPA, and TCPA. In fact, TCPA requires written prior express consent for each outbound call - $1,500 minimum per violation. MakeForms generates TrustedForm certs automatically on every submission.

How do I reduce bad leads from paid traffic?

Three changes: (1) Multi-step form with qualification questions to filter out bad-fit leads. (2) OTP verification - blocks fake numbers at the form level, bringing verified phone rate from 66% to 94%. (3) TrustedForm certification - captures TCPA consent on every submission. All three are in MakeForms with a single toggle each. Most forms are live in under 30 minutes.

Is MakeForms HIPAA-compliant?

Yes. AES-256 encryption at rest, TLS 1.3 in transit, US data residency on every plan, tenant-isolated encryption keys, and PHI field marking inside the form editor. Signed BAA on Pro and above - not Enterprise-only. Most compliance teams approve it the same day.

How is MakeForms different from Typeform, Jotform, or Heyflow?

Typeform and Jotform are general-purpose form builders for surveys. Neither has native OTP. Neither generates TrustedForm certs reliably on multi-step forms. Neither has HIPAA compliance. MakeForms was built specifically for the lead gen agency use case from day one, it has a built-in OTP verification feature and is HIPAA, GDPR, TCPA compliant.

How fast can my form be live?

Most forms are live in under 30 minutes. Sign up, pick a vertical template - solar, mortgage, insurance, roofing, Medicare, final expense - edit branding, connect your CRM, hit publish. 14-day free trial, no credit card required.

How to create a lead generation form?

To create a lead generation form, you first need a form builder platform that lets you design, publish, and manage your forms online. The best platforms help create and publish forms, along with qualify leads with conditional logic, OTP phone verification, and CRM integrations. MakeForms lets businesses create lead qualification forms in minutes using templates and AI prompts built for industries like solar, mortgage, insurance, and roofing.

What is the lead generation process?

The lead generation process starts with attracting potential customers through ads, SEO, referrals, or outbound campaigns. Once someone shows interest, a lead qualification form collects and verifies their information before sending qualified leads into your CRM or sales pipeline. MakeForms helps businesses improve this process with OTP phone verification, qualification logic, and TrustedForm TCPA certification.

Which format is best for lead generation?

Multi-step lead qualification forms consistently outperform long single-page forms because they feel faster and easier to complete. Asking one question at a time helps improve completion rates, especially on mobile and paid traffic. Adding OTP verification and qualification logic also improves lead quality by reducing fake or low-intent submissions.

Can ChatGPT create a form?

ChatGPT can help generate form questions, qualification flows, and lead capture ideas, but you still need a platform to create, publish, and manage the form. MakeForms lets you turn those ideas into distribution-ready lead qualification forms with OTP verification, conditional logic, CRM integrations, and compliance features built in.

14-day free trial — no credit card

Your closers are ready. Your CRM is ready. Your form isn't.

Book a 15-minute demo. We'll build a qualification form for your vertical live — with homeowner gate, OTP, TrustedForm, and CRM push. By the end of the call, you'll have a form ready to publish.

No commitment SOC 2 + HIPAA ready Live in 30 minutes