Builder Module
Build forms & emails exactly the way you want
Design modern, branded forms and emails in minutes. Capture the data you need while keeping every client and team touchpoint consistent.
Features
Build smarter workflows with a builder designed to capture data, streamline communication, and adapt to every part of your business.
Custom forms your way
Drag, drop, done. Create branded forms with text fields, numbers, dropdowns, and uploads, designed your way, in minutes.
Smart field linking
Update once, update everywhere. Linked reference fields mean when one value changes, all connected forms update instantly, error-free, consistent, always accurate.
Drag-and-drop form designer
Design professional forms in minutes. Add fields like text, numbers, dropdowns, or uploads, plus your logo and colors for a fully branded experience.
Ready-to-use templates
Start with pre-built HR, onboarding, supplier, or compliance forms. Customise in minutes with your brand for professional, consistent results.
Custom emails your way
Create emails that look exactly the way you want. Add personalised text, structured tables, lists, or even images to make them polished and professional. Apply your logo, brand colours, and fonts so every email you send reflects your business identity and stays consistent with your communication style.
Smart references
Build once, personalise forever. Add reference fields like client name, job title, or deadlines, and Cinqd automatically merges the data from your records into every email. Send hundreds of customised emails instantly without rewriting. Perfect for HR updates, payroll reminders, or client communications at scale.
Ready-made forms that just work
Skip the hassle of starting from scratch. Builder includes preloaded templates for common needs like employee records, customer details, supplier info, and emergency contacts. Launch instantly, tweak with drag-and-drop fields, and keep your data consistent without the manual grind.
Email variants & automation
Chasing responses has never been easier. Set up automated variants for reminders an initial email, a second follow-up, and a final notice with different tone, deadlines, and subject lines. Configure once, and Cinqd sends them automatically. Save hours while ensuring no client, customer, employee, or supplier is left behind.
Benefits
Learn how the Cinqd Task Manager empowers your team to work smarter, faster, and with full transparency..
Effortless form creation
Build branded HR, CRM, or client forms in minutes with simple drag-and-drop tools.
Master & custom forms
Tailor forms to your needs or start instantly with ready-to-use templates.
Smart email templates
Send polished emails fast with client, team, and workflow variants.
Dynamic field references
Update once, and all linked forms and emails refresh automatically.
Flexible
dropdowns
Standardise data entry with reusable dropdowns that cut errors.
Seamless HR & CRM use
Keep all employee and client data connected in one simple space.space.
Why agencies swear by Cinqd
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Tracking assets and assigning onboarding tasks is a breeze with Cinqd. It gives us full control and everything is visible at a glance -
We replaced multiple HR tools with Cinqd. Onboarding, tasks, and policies are now all in one place, and the setup was fast and flexible.
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Switching to Cinqd reduced our project overrun rate by nearly 40%. Time-tracking, approvals, and task dependencies are now automated our delivery is smoother, and clients trust our process more than ever.
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Cinqd made leave and expense tracking simple. Our team finally has a central system that’s easy to use and saves hours every week.
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Cinqd keeps all our HR documents, forms, and records secure and easy to access. It’s a game-changer for our growing business
Frequently Asked Questions
What is the difference between custom forms and master forms?
Custom forms are built from scratch for unique needs. Master forms are ready-to-use templates for essentials (like personal info or onboarding) that you can extend, saving setup time while keeping flexibility.
Can I use the Builder for both clients and employees?
Yes. CRM forms capture client or supplier data, while HR forms manage employee details like onboarding, surveys, or internal records, keeping all sides of your business covered.
How do email templates work in Builder?
Create reusable templates for both CRM and HR. CRM templates handle client-facing emails like reminders or proposals, while HR templates automate internal updates like birthdays or policy changes, no rewriting needed.
What are field references, and how do they help?
Field references auto-pull data (like names or company info) from your system into forms or emails. No copy-paste, no errors, just faster, accurate personalization at scale.
Can I create reusable dropdowns?
Yes. Build dropdowns once (tools, status, locations, etc.) and reuse across multiple forms. Keep data consistent, cut repetitive entry, and update options instantly when things change.
Do forms and emails sync with other Cinqd modules?
Absolutely. Every submission or email auto-updates customer or employee profiles across modules, eliminating double work and ensuring real-time accuracy everywhere.
Build smarter forms and emails today
Stop wasting time on clunky tools. With Cinqd Builder, you can design branded forms, automate professional emails, and keep every detail accurate, all in minutes.
