Overview
About Small Business Forms Pro
Introduction
Small Business Forms Pro is a standalone WordPress plugin within the Nomad Small Business Management Suite, crafted to provide an advanced and flexible form-building solution. It combines ease of use with powerful features to help businesses collect, manage, and act on data efficiently.
Who the product is for
This plugin is ideal for WordPress website owners and organizations that require sophisticated form capabilities beyond basic contact forms. It suits growing businesses that need dynamic workflows, CRM integration, and enhanced submission management to support marketing, sales, and customer service efforts.
Product overview
Small Business Forms Pro offers a comprehensive form-building environment with dynamic fields, style and form templates, live previews, and conditional logic. It includes dedicated management areas for forms, templates, style templates, submissions, analytics, webhooks, and licensing. The plugin integrates tightly with CRM systems and supports notifications, follow-up task creation, and journey trigger hooks.
Key benefits
- Build complex, dynamic forms with conditional show, hide, and require rules.
- Streamline customer data collection and CRM updates automatically.
- Enhance form design with professional templates and live previews.
- Securely handle file uploads with per-form size limits.
- Leverage analytics to monitor form views, submissions, and conversion rates.
- Integrate easily with Elementor via a dedicated widget.
- Automate workflows with webhooks featuring optional HMAC signatures.
Feature list
- Dynamic form and field builder with add, duplicate, remove, drag and reorder capabilities.
- Pro template library for forms and styles.
- Conditional logic management for show, hide, and require rules.
- Secure file upload fields with configurable size limits.
- CRM contact creation and update with lists and tags.
- Admin and customer confirmation emails.
- Submission storage, validation, and management.
- Shortcodes: [sbmfp_form id="1"] and [sbmf_form].
- Dedicated Elementor widget for easy form embedding.
- Webhooks with optional HMAC signatures for secure integrations.
- View detailed analytics on form views, submissions, and conversions.
- CRM follow-up task creation and Bulk Email Pro journey trigger hooks.
- Nomad live licensing and update client with runtime license enforcement.
Detailed feature descriptions
Dynamic Form and Field Builder
The plugin replaces fixed field rows with a flexible dynamic builder, allowing users to add, duplicate, remove, drag, and reorder fields as needed. This flexibility supports complex form designs tailored to specific business needs.
Conditional Logic
Conditional show, hide, and require rules enable forms to adapt dynamically based on user input, improving the user experience and data relevance.
CRM Integration
Forms can create or update CRM contacts, assign lists and tags, and trigger follow-up tasks, automating customer relationship management and improving sales and marketing workflows.
File Uploads
Secure file upload fields support configurable size limits per form, ensuring safe and efficient handling of user-submitted files.
Webhooks and Automation
Webhooks with optional HMAC signatures allow secure, real-time data transfer to external systems, facilitating advanced integrations and automation.
Analytics
Built-in analytics provide insights into form views, submissions, and conversion rates, enabling data-driven optimization.
Elementor Integration
A dedicated Elementor widget simplifies embedding forms into pages, supporting drag-and-drop page building workflows.
Integrations
Small Business Forms Pro integrates with Stripe for payment processing, WhatsApp for messaging, and Elementor for page building. Its webhook support enables connections with various CRM and marketing automation platforms.
Documentation and support
The plugin includes standard product support and comprehensive documentation covering installation, configuration, form building, integrations, and troubleshooting. Users benefit from ongoing updates via the Nomad live licensing and update client.
Works Great With
- Nomad Small Business Management Suite
- Elementor page builder
- Stripe payment gateway
- WhatsApp messaging platform
- CRM systems compatible with webhook integrations
Call to action
Upgrade to Small Business Forms Pro today to unlock advanced form-building capabilities and integrations that grow with your business. Streamline your workflows, enhance customer engagement, and gain valuable insights—all within your WordPress site.
Compare Small Business Management - Forms editions
Small Business Management - Forms offers WordPress website owners a robust, standalone form-building solution designed to integrate seamlessly with the Nomad Small Business Suite. With dynamic fields, customizable templates, live previews, CRM actions, notifications, and Elementor widget support, this product family caters to a range of business needs from simple contact forms to advanced, data-driven workflows.
Which edition is right for you?
If you are a WordPress user or a small business just starting out with form building, the Free edition provides a comprehensive set of core features to get you up and running quickly. For growing businesses that require advanced form capabilities, deeper CRM integration, analytics, and enhanced workflow automation, the Pro edition offers a powerful upgrade path.
Free Edition
The Free edition of Small Business Management - Forms includes all the essential tools to create and manage forms effectively. It features dynamic fields with add, duplicate, remove, drag, and reorder capabilities, form and style templates, live previews, and the ability to send admin and customer confirmation emails. The Free version also supports CRM contact creation and update, lists and tags management, and integrates with Stripe and WhatsApp. Users benefit from a highly customizable Elementor widget and shortcode support ([sbmfform Id="1"]). Validation is handled inline at the field level with accessible error summaries and duplicate submit protection. This edition retains its own forms, fields, submissions, CRM actions, notifications, and Elementor widget independently, ensuring a stable and conflict-free experience. Community or standard free support is available to assist users starting with core functionality.
Pro Edition
The Pro edition builds upon the Free edition by introducing advanced features tailored for growing businesses with more complex requirements. It includes a complete standalone form builder (SBM Forms Pro) with a dynamic field builder, conditional logic to show, hide, or require fields based on user input, and secure file upload fields with per-form size limits. Pro users gain access to webhooks with optional HMAC signatures for secure integrations, detailed analytics on form views, submissions, and conversions, and CRM follow-up task creation to streamline customer management. The Pro edition also offers a dedicated Elementor widget and shortcode ([sbmfpform Id="1"]) distinct from the Free version, submission storage and validation to ensure data integrity, and bulk email journey trigger hooks for advanced marketing workflows. Licensing is enforced at runtime across form output, submissions, integrations, and Elementor, supported by the Nomad Live Licensing and Update Client to maintain product stability. Standard product support is included for Pro customers, ensuring timely assistance for advanced features.
Upgrade Guidance
Users starting with the Free edition can upgrade to the Pro edition when their business demands advanced workflows, integrations, or commercial capabilities such as conditional logic, file uploads, analytics, and enhanced CRM automation. The upgrade path is straightforward, with Pro providing a safe first-run migration from the previous Free plus Pro add-on model, ensuring existing forms and fields remain compatible. This allows businesses to scale their form management capabilities without disruption.
| Feature | Free | Pro |
|---|---|---|
| Admin & Workflow | ||
| SBM Forms Provides a dedicated SBM Forms management area. |
✓ | — |
| SBM Forms Pro Provides a dedicated SBM Forms Pro management area. |
— | ✓ |
| Forms Provides a dedicated Forms management area. |
✓ | ✓ |
| Templates Provides a dedicated Templates management area. |
✓ | ✓ |
| Style Templates Provides a dedicated Style Templates management area. |
✓ | ✓ |
| Submissions Provides a dedicated Submissions management area. |
✓ | ✓ |
| Conditional Logic Provides a dedicated Conditional Logic management area. |
— | ✓ |
| Webhooks Provides a dedicated Webhooks management area. |
— | ✓ |
| Analytics Provides a dedicated Analytics management area. |
— | ✓ |
| Settings Provides a dedicated Settings management area. |
✓ | ✓ |
| Detected Modules | ||
| Licensing A related module or component was detected in the plugin package. |
— | ✓ |
| Features | ||
| Template Chooser Template chooser |
✓ | — |
| Form And Field Builder Form and field builder |
— | ✓ |
| Form Builder Form builder |
✓ | — |
| CRM Contact Creation/update CRM contact creation/update |
✓ | — |
| Pro Template Library Pro template library |
— | ✓ |
| CRM Contact Creation/update, Lists And Tags CRM contact creation/update, lists and tags |
— | ✓ |
| CRM List And Tag Actions CRM list and tag actions |
✓ | — |
| Admin And Customer Confirmation Emails Admin and customer confirmation emails |
✓ | ✓ |
| Shortcode: [sbmfform Id="1"] Shortcode: [sbmf_form id="1"] |
✓ | — |
| Highly Customizable Elementor Widget Highly customizable Elementor widget |
✓ | — |
| Submission Storage And Validation Submission storage and validation |
— | ✓ |
| Shortcode: [sbmfpform Id="1"] Shortcode: [sbmfp_form id="1"] |
— | ✓ |
| Submission Storage Submission storage |
✓ | — |
| Dedicated Elementor Widget Dedicated Elementor widget |
— | ✓ |
| Kept The Free Form Builder Fully Standalone. Kept the Free form builder fully standalone. |
✓ | — |
| Conditional Show, Hide And Require Rules Conditional show, hide and require rules |
— | ✓ |
| Free Retains Its Own Forms, Fields, Submissions, CRM Actions, Notifications, Shortcode And Elementor Widget. Free retains its own forms, fields, submissions, CRM actions, notifications, shortcode and Elementor widget. |
✓ | — |
| Added Stable Field ID Submission Values Alongside Field Keys To Prevent Key Mismatches And Duplicate Key Conflicts. Added stable field-ID submission values alongside field keys to prevent key mismatches and duplicate-key conflicts. |
✓ | — |
| Secure File Upload Fields With Per Form Size Limits Secure file upload fields with per-form size limits |
— | ✓ |
| Added Unique Control IDs When The Same Form Is Displayed More Than Once On A Page. Added unique control IDs when the same form is displayed more than once on a page. |
✓ | — |
| Webhooks With Optional HMAC Signatures Webhooks with optional HMAC signatures |
— | ✓ |
| Replaced WordPress Error Screens With Inline, Field Level Validation Messages. Replaced WordPress error screens with inline, field-level validation messages. |
✓ | — |
| View, Submission And Conversion Analytics View, submission and conversion analytics |
— | ✓ |
| CRM Follow Up Task Creation CRM follow-up task creation |
— | ✓ |
| Preserves Submitted Values After Validation Errors. Preserves submitted values after validation errors. |
✓ | — |
| Bulk Email Pro Journey Trigger Hooks Bulk Email Pro journey trigger hooks |
— | ✓ |
| Validates Required Consent And Checkbox Fields, Email Addresses, Phone Numbers And Select Options. Validates required consent and checkbox fields, email addresses, phone numbers and select options. |
✓ | — |
| Nomad Live Licensing And Update Client Nomad live licensing and update client |
— | ✓ |
| Prevents Successful Tracking Events Unless The Submission Is Fully Validated And Saved. Prevents successful tracking events unless the submission is fully validated and saved. |
✓ | — |
| Adds Accessible Error Summaries, Field Highlighting And Duplicate Submit Protection. Adds accessible error summaries, field highlighting and duplicate-submit protection. |
✓ | — |
| Enforces Runtime Licensing Across Form Output, Submissions, Integrations And Elementor. Enforces runtime licensing across form output, submissions, integrations and Elementor. |
— | ✓ |
| Isolates The Product Licence Client To Prevent Cross Plugin Conflicts. Isolates the product licence client to prevent cross-plugin conflicts. |
— | ✓ |
| Replaced Fixed Field Rows With A Dynamic Field Builder. Replaced fixed field rows with a dynamic field builder. |
✓ | ✓ |
| Add, Duplicate, Remove, Drag And Reorder Fields As Needed. Add, duplicate, remove, drag and reorder fields as needed. |
✓ | ✓ |
| Existing Forms And Fields Remain Compatible. Existing forms and fields remain compatible. |
✓ | ✓ |
| Rebuilt Forms Pro As A Complete Standalone Form Builder. Rebuilt Forms Pro as a complete standalone form builder. |
— | ✓ |
| Added Independent Pro Tables, Capabilities, Admin Screens, Actions, Shortcode And Elementor Widget. Added independent Pro tables, capabilities, admin screens, actions, shortcode and Elementor widget. |
— | ✓ |
| Added Safe First Run Migration From The Previous Free Plus Pro Add On Model. Added safe first-run migration from the previous Free plus Pro add-on model. |
— | ✓ |
| Integrated Conditional Logic, File Uploads, Webhooks, Analytics, CRM Tasks And Journey Triggers Directly Into Pro. Integrated conditional logic, file uploads, webhooks, analytics, CRM tasks and journey triggers directly into Pro. |
— | ✓ |
| Front-end Experience | ||
| Sbmfpform shortcode Provides the [sbmfp_form] shortcode. |
— | ✓ |
| Sbmfform shortcode Provides the [sbmf_form] shortcode. |
✓ | ✓ |
| Integrations | ||
| Stripe integration Contains detected integration support for Stripe. |
✓ | ✓ |
| WhatsApp integration Contains detected integration support for WhatsApp. |
✓ | ✓ |
| Elementor integration Contains detected integration support for Elementor. |
✓ | ✓ |
| Product Overview | ||
| Core plugin functionality Standalone free form builder for the Nomad Small Business Management Suite. Includes dynamic fields, form and style templates, live previews, CRM actions, notifications, submissions, shortcodes and an Elementor widget. |
✓ | ✓ |