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The CRM

The customer relationship manager (CRM) is where every lead from your website lands.

What arrives automatically​

  • A contact for each person who submits a form on your site: first name, last name, email, phone.
  • An inbox conversation holding what they wrote, which you reply to from the CRM.
  • Campaign tracking (UTM parameters) so you know where the lead came from.

See What happens when someone submits a form.

What you do with it​

  • Reply to enquiries from the inbox.
  • Keep notes and follow-ups on each contact.
  • Track opportunities and their stage.
  • Connect the CRM to the tools you already use. The Professional plan describes it as a complete CRM with 99+ integrations.

On every plan​

Forms capture contacts into the CRM on every plan, including Starter and the free preview once a business account exists. The dashboard tools for working those contacts come with Professional and Enterprise.