A member record
The customer exists in your CRM the moment they submit, tagged with where they came from.
CRM & SALES
CRM / MembersSales PipelinePublic Business ProfileWeb Forms & BookingSugar AssistantQUOTES & DOCUMENTS
EstimatesProposalsClient PortalINVOICING & PAYMENTS
Invoices & PaymentsPayment LinksSales ReceiptsSCHEDULING & COMMUNICATIONS
Job SchedulingCommunicationsMileage TrackerACCOUNTING & REPORTING
AccountingReports & ExportsOnline Store SyncSmall Claims & CollectionsTEAM & PEOPLE
Team & PermissionsEmployee RecordsSubcontractorsLOCATIONS & SECURITY
Multi-LocationCorporate AccountsSecure VaultSecurity & AccessBY INDUSTRY
Janitorial & CleaningIT & Low VoltageConstruction & GCAuto & MechanicTrades (HVAC, Plumbing, Electric)BY REGION
Mexico & CFDI 4.0WEB FORMS / BOOKING
Most service businesses collect enquiries in an inbox and retype them into something else. SUITE puts a real booking and quote form on your site, and what a customer submits arrives already filed — as a member, as a lead on the board, and as a pending job on the calendar.
WHAT THE CUSTOMER FILLS IN
WHERE A SUBMISSION LANDS
The customer exists in your CRM the moment they submit, tagged with where they came from.
It opens at New Lead with the source recorded, so a website enquiry is visibly different from a referral.
The preferred date puts it on your calendar as a request, not a note you have to remember to transcribe.
Sent from the location the request came through, carrying every field the customer filled in.
Book an Appointment and Request a Free Quote sit behind a toggle in the same form. Offer both, or only the one that fits how you sell.
The form embeds in the site you already have. It resizes itself to whatever you put it in, and it is the one address on the platform allowed to be framed by another origin.
The same form is on your public SUITE profile at an address you choose, so a business with only a social account still has somewhere to send people.
A multi-location business routes each submission to the right location, and the notification carries that location's own company name.
UTM parameters and the referring page are captured with the enquiry, so you can tell an ad click from an organic visit without a separate analytics exercise.
The form renders in either language, so a bilingual market gets a form its customers can actually read.
The customer-facing form as it renders on a business's own website — both modes, the account's own service list, and Cloudflare Turnstile verification.
THE ACTUAL FORM
The customer-facing form as it renders on a business's own website — both modes, the account's own service list, and Cloudflare Turnstile verification.
COMMON QUESTIONS
No. The same form lives on your public SUITE profile at an address you choose, so you can send people straight to it. If you do have a site, the form embeds into it.
It is an iframe pointing at your profile's embed address. It sizes itself to the space you give it, so it fits a page you already have rather than needing one built around it.
Cloudflare Turnstile, checked on the server rather than only in the browser, plus a hidden field a real customer never fills in. A submission that fails either one does not become a lead.
It arrives as a pending job on the requested date. You confirm it — a customer picking a time does not commit your crew to it.
Yes. Offer both behind a toggle, or just the one that matches how you sell.