Capturing enquiries from websites and links into the CRM

Enquiries can now reach the CRM directly. A lead form can be shared as a public link or QR code, or embedded on the organization's website, and each submission is added to the selected pipeline and stage. A repeat enquiry from the same phone number is added to the open record instead of creating a duplicate, and the team can see whether each submission was delivered. An API key is also available for sending enquiries from the organization's own systems. Setup and workflows are reviewed with your team during the demo.

Explore customer relationships.