Clients and CRM

Capture website form leads in a CRM

A form on your website creates the contact, opens a deal, starts a reply timer and tells your team, with no copying and pasting.

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How it works

4 steps in YuktiBOS.

Where to find it: CRM, Set-up and Today.

Switch the CRM on for the client and point the website form at it.
Each submission creates the contact, logs the form and opens a deal in the first pipeline stage.
A one-hour reply timer starts and the team is notified.
New leads can go to the next person on your rota; the Today view shows what to do now.

What you get

What comes out of it.

A contact and deal for every enquiry, with the form logged.

A visible reply timer so slow replies do not go unnoticed.

Pipeline stages you can edit.

Who it is for. Small sales teams that get enquiries through a website form.

Sales Marketing Education and coaching institute Professional services Marketing agency

You may also know this as: website form to CRM, lead capture form, new enquiry notification.

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Everything you can do

Want to capture website form leads in a CRM?

We are onboarding a small number of businesses for early access. Tell us what you do and what you would like off your plate.

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