Forms, Feedback & Tracking
If you can measure it, you can improve it.
MBM360’s Forms, Surveys, and Tracking tools help you gather insights, qualify leads, and personalize the client experience—without tech overwhelm.
Why It Matters
The best decisions in your practice or program come from clarity—not assumptions. Whether you’re onboarding a new client, qualifying a lead, or evaluating engagement across a cohort, your forms and tracking tools should work like a quiet co-pilot.
This hub gives you plug-and-play tools to make feedback feel frictionless and data feel empowering.
What’s Included
These tools help you engage smarter, segment faster, and serve better—across any tier.
Forms
Collect client info, onboarding responses, and intake data with drag-and-drop logic
Surveys
Gather feedback post-session, post-event, or mid-program—automated or ad hoc
Trigger Links, Pro+
Track clicks and actions inside emails or workflows to trigger automations
Opportunities
Monitor lead pipeline stages and view conversion stats in your CRM
Custom Fields
Add personalized data to client records that feeds into segmentation and automation
Score-Based Routing
Assign tags or redirect logic based on survey or quiz answers (Pro+ and Systems only)
All tools sync with MBM360’s CRM and can trigger automations, tasks, tags, or email flows.
Who It’s For
Therapists needing quick digital intake + onboarding
DEI leaders tracking engagement across programs or events
Nonprofits measuring impact for funders or internal teams
Sales-qualified leads who want score-based personalization
Who It’s For
Therapists needing quick digital intake + onboarding
DEI leaders tracking engagement across programs or events
Nonprofits measuring impact for funders or internal teams
Sales-qualified leads who want score-based personalization
Tier Access Table
FEATURE
CORE
PRO STACK
Systems
Architect
Forms
Surveys
Opportunities
Trigger Links
Score-Based Routing
Custom Fields
Trigger Links and score-based logic are available starting in Pro Stack. Core includes standard forms and surveys only.
Tier Access Table
Trigger Links and score-based logic are available starting in Pro Stack. Core includes standard forms and surveys only.
FEATURE |
CORE |
PRO STACK |
SYSTEMS |
ARCHITECT |
|---|---|---|---|---|
|
Forms | ||||
|
Surveys | ||||
|
Opportunities | ||||
|
Trigger Links |
| |||
|
Score-Based Routing |
| |||
|
Custom Fields |