PLATFORM TOUR
See trumpet in action now
You're one step away from your Trumpet Tour
PLATFORM TOUR
See trumpet in action now
You're one step away from your Trumpet Tour
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Forms & surveys features
Custom branding
Make your form stand out with unique fonts and colours.
Intuitive builder
Using our no-code form builder, create dynamic forms without any hassle.
Instant notifications
Get notified the moment someone completes your form.
10 field types
Create interactive forms with 10 question types that generate engaging responses.
Export data
Download all your data as a spreadsheet for further analysis.
Multi-page forms
Simplified forms that let buyers fill out one question at a time.
Frequently Asked Questions
It is super easy, simply:
✔️ Head to the Form Builder in the dashboard.
✔️ Choose question types (text, dropdowns, file uploads, etc.).
✔️ Customise branding, fonts, and layout.
✔️ Then Drag the ‘Form Widget’ into the digital sales room or “Pod” and choose your pre-built form.
✔️ Text inputs: Name, email, open-ended questions.
✔️ Date/number fields: Schedule dates, pricing inputs.
✔️ Yes/No and multiple choice: Ideal for quick filtering.
✔️ Dropdowns & checkboxes: Standardised responses.
✔️ File uploads & URL links: Collect assets or references.
These fields are ideal for B2B data collection, surveys, or qualification workflows.
✔️ Lead Generation: Capture contact details and project info.
✔️ Discovery Calls: Collect qualification data before meetings.
✔️ Customer Onboarding: Gather files, preferences, and goals.
✔️ Surveys & Feedback: Get real-time customer input.
✔️ Asset Collection: Request NDAs, contracts, and brand assets.
Since everything lives inside your Digital Sales Room, there's no need to chase links or lose context.
The forms are designed to be super user-friendly and interactive, which can lead to more people responding and providing valuable insights. This information can help Customer Success teams personalise services, tackle problems in advance, and build even stronger customer relationships, all of which ultimately leads to making customers happier and more likely to stick around.
Explore our pricing plans.
To unlock unlimited forms, advanced analytics, and integrations, upgrade to Scale or Enterprise.
Explore our pricing plans.
✔️ Qualify leads using preset questions.
✔️ Collect deal-relevant info without scheduling another call.
✔️ Trigger custom follow-ups based on form input.
✔️ Store all responses inside the Pod for faster access.
This reduces back-and-forth and helps move deals forward, faster.
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As a software seller, I often find there is bucket loads of content and documentation to share with prospects that making it easy for them to digest can be a little tricky, especially via email... If you are looking to make your buyers lives easier when it comes to digesting content trumpet is an absolute no-brainer.
This is the first time I have used a platform in a business where it has been so easy to use and build out customised Pods for each business you speak with. Makes a huge difference to the sales process and also makes it really easy to multithread multiple different people and share the information with them.
Hands down one of the best sales tools I've utilised in the past few years as a seller - Trumpet is game-changing. The UI is night & day compared with any similar tool on the market, it's easy to use, modern, hyper-personalised and customisable.
I call it a 'Prospect Portal'. My colleague calls it a 'Deal Jacket'. Whatever you call it, it helps keep all of your pre-sale information and communication in one place, while giving you key data points and alerts along the way to keep the deal moving forward.
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Trumpet has honestly changed the way I prospect and follow up from outbound to close. It makes me feel confident in my follow-up and enhances my presenting skills.
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