Customer Inquiry Form Template
Efficiently manage and route diverse customer inquiries to ensure quick response and proper resolution.
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Natural Language
AI parses responses
Higher Completion
Feels like texting
No Rigid Fields
Flexible responses
What is a Customer Inquiry Form?
A customer inquiry form is a multi-purpose support tool that captures questions, feedback, and requests from customers. Unlike simple contact forms, inquiry forms categorize requests by type, allowing organizations to route them to the appropriate department or team member.
Well-designed inquiry forms collect enough detail for quick resolution while remaining simple enough for customers to complete in 2-3 minutes. They include priority indicators and preferred contact methods to ensure urgent issues get immediate attention.
By centralizing inquiries in one system, businesses can track response times, identify common questions, and improve products or services based on customer feedback patterns.
Key Features
Inquiry Type Routing
Categorize inquiries (billing, technical support, sales, feedback, etc.) for proper routing
Priority Level Tracking
Allow customers to indicate urgency so critical issues are handled first
Preferred Contact Method
Respect customer communication preferences for email, phone, or chat
Best Time to Contact
Capture availability to avoid missed connections
Detailed Description Field
Allow customers to provide full context and reduce follow-up questions
Automatic Response Tracking
Send confirmation emails and track inquiry status (Pro)
Why Use This Template?
Faster Response Times
Proper routing means inquiries reach the right team immediately
Better Customer Experience
Customers feel heard and know their issue is being handled properly
Reduced Duplicate Work
Centralized system prevents duplicate inquiries and wasted effort
Service Improvement
Track common questions and pain points to improve products and services
What's Included in This Template
Full Name
textPersonal identification for tracking and follow-up
Email Address
emailPrimary contact for responses and confirmations
Phone Number
telAlternative contact method if urgent follow-up needed
Company/Account
textLinks inquiry to customer record for context
Inquiry Type
selectRoutes inquiry to appropriate department or team
Priority Level
selectFlags urgent issues for immediate attention
Subject
textQuick summary for triage and tracking
Detailed Description
textareaFull context helps team resolve without follow-up
Preferred Contact Method
selectRespects customer communication preferences
Best Time to Reach Out
textImproves connection rates for follow-up
Perfect For
Customer Support Teams
Centralize support requests and route technical issues efficiently
Sales Organizations
Capture questions from prospects and route sales inquiries properly
Multi-Department Organizations
Ensure inquiries reach billing, technical, or account teams quickly
Feedback Collection
Gather product feedback and feature requests from users
Frequently Asked Questions
What inquiry types should I include?
Common types: Technical Support, Billing Question, Sales Inquiry, Product Feedback, Bug Report, Feature Request, Account Management. Customize based on your organization's departments.
How do I prevent inquiries from getting lost?
Use your CRM or support software to automatically track inquiries. Set response time SLAs (e.g., 2 hours for urgent, 24 hours for normal). Route based on inquiry type and team availability.
Should I send confirmation emails?
Yes. Automatically send confirmation when inquiries are received. Include reference number, expected response time, and direct contact if urgent. This improves customer confidence.
How do I handle inquiries outside business hours?
For critical issues, provide emergency contact info. Set expectations: "We respond to inquiries within 24 business hours." Consider chatbots for common questions.
How can I improve inquiry form completion rates?
Keep it short (under 10 fields), make only essential fields required, and clearly explain why you need each piece of information. Mobile optimization is critical.
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