Forms
Turn event, group, and corporate requests into structured opportunities with branded forms, dynamic spaces, follow-ups, and proposal drafts powered by AI.
Start anywhere
One form system across every request channel
Forms can begin from your website, a hosted sales link, Opally webchat, or the inbox. The request still lands in one structured pipeline.
Website embeds
Add polished forms to meeting pages, group inquiry pages, campaign pages, and contact flows.
Hosted links
Send a branded request link from sales threads, QR codes, outbound emails, or internal handoffs.
Webchat handoff
Let Opally open the right form when a visitor needs to pass structured details to your team.
Email intake
Turn inbound event and corporate emails into Forms submissions without forcing guests to restart.
Spaces
Forms now know your venues and spaces
Configure properties, spaces, images, capacities, setup options, and features once. Then show guests the right choices inside branded forms.
Venues and properties
Keep venues, properties, and portfolio locations organized so every form can route requests cleanly.
Spaces
Store room capacity, size, setup options, images, and guest-facing details for event spaces.
Smart fields
Use property and space selectors that filter dynamically, or lock a form to one fixed property.
Harbor Conference Center
From request to proposal
Everything after submit keeps moving
Forms connects submitted details, lead status, staff reminders, follow-up emails, and proposal drafting into one revenue workflow.
Submitted details
Guest answers, selected space, source, CRM state, and timeline are collected in one request view.
AI proposal draft
Proposal templates can start from submitted lead values, space details, pricing, and venue context.
Follow-up loop
Missing-details, staff reminder, and proposal follow-up sequences keep high-value requests moving.
Analytics
See which forms, spaces, and sources convert
Track views, starts, submissions, proposals, won requests, completion rates, follow-up health, and portfolio performance.
Built for sales teams
Use Forms where loose request threads cost revenue
The strongest workflows are high-value requests where missing details, slow handoff, or forgotten follow-ups create real risk.
Meetings and events
Capture dates, guest counts, room needs, timings, packages, allergies, setup choices, and notes.
Group and corporate requests
Collect company details, CVR information, expected attendance, decision makers, and agreement needs.
Multi-location sales teams
Compare performance across venues, properties, spaces, forms, sources, and business areas from one view.
Forms
Give every serious request a cleaner path to revenue
Capture the right details, show the right spaces, and help the team send a better proposal without starting from a blank email.