Form entries as CRM leads
Set a website form to also make a sales lead. Each entry then arrives in CRM with the name, email, phone and every answer, ready to follow up.
PLANSEvery planWith SmartMy Events
The problem it solves
- Enquiries from the website sit in an inbox, and nobody knows who called back.
- Sales people copy names and numbers from emails into the CRM, with typing errors.
- You cannot tell how many leads the website brought this month.
How it works
- In the editor, click a form section and set Where entries go to Also as a sales lead (CRM).
- Publish. A visitor fills in the form.
- The entry is kept under Website > Form Entries, and a lead is made in CRM with the visitor's details and answers.
- The entry's Sales Lead field opens the lead. Your sales team works it in CRM as usual.
Everything it does
The lead
- Named after the form and the person, such as "Contact form: Maya"
- Contact name, email and phone from the form
- Every question and answer in the lead's notes
- Made in the site's Entity, as a lead (not yet an opportunity)
The form entry
- Kept as well, with its answers and up to five files
- The Sales Lead field links the two
- The people who follow the site are told of each entry (Website Form Entry)
Which forms
- Any form section where you choose Also as a sales lead (CRM); others stay form entries only
- Newsletter and pop-up sign-ups do not make leads; with SmartMy Marketing they become Marketing contacts
Who uses it
SalespersonPicks up website leads in CRM and follows them up.
Website EditorChooses which forms make leads.
Office staffSees every entry under Website > Form Entries and marks it Handled or Spam.
Where you use it
- Web: the editor, a form section's Where entries go
- Web: Website > Form Entries (Sales Lead field) and CRM
- Not assigned to a salesperson or team by itself: share leads out in CRM
- Files sent with the form stay on the form entry, not on the lead
What you control
Settings
- Where entries go: Form entries in SmartMy (to start with), or Also as a sales lead (CRM)
Works with
CRM (with SmartMy Lease Growth, SmartMy Manufacturing and other products that bring it)Form entries set to Also as a sales lead become CRM leads.
Questions
Do we need CRM for website forms?
No. Without CRM, entries are kept under Website > Form Entries and the people who follow the site are told. CRM adds the lead.Which SmartMy products bring CRM?
Website does not bring CRM itself. It comes with other SmartMy products in the same account, for example SmartMy Lease Growth or SmartMy Manufacturing.Can I choose which forms make leads?
Yes. Each form section has its own Where entries go setting.Are spam entries turned into leads?
Entries caught by the spam checks are not kept. An entry you later mark as Spam keeps its lead; delete the lead in CRM.Related features
BUILDING THE SITEForms with file uploads, steps and conditional questionsBuild contact, enquiry, admission or job forms with file uploads, several steps, and questions that show only after a certain answer. Every entry lands in Websites > Form Entries and the site's followers are told at once. With CRM, an entry can also become a sales lead.BUILDING THE SITESign-ups straight into SmartMy MarketingWith SmartMy Marketing, every newsletter or pop-up sign-up becomes a Marketing contact tagged Website sign-up, in a ready segment. The person confirms by email, and the consent is recorded with its proof.ACROSS SMARTMY WEBSITENotificationsSmartMy Website tells your team the moment a form entry, booking, order, return, review or question comes in. Buyers and visitors get their codes, bookings, orders and alerts by email.WITH OTHER SMARTMY PRODUCTSProperty listings from SmartMy LeaseListings you publish in SmartMy Lease appear on your website by themselves, as a Properties list at /properties. Each listing has a page: for rent, sale or short stay, price, bedrooms, area, building, date and photo.BUILDING THE SITEChat and WhatsApp buttonA floating button on every page lets visitors reach you the way they already talk. It opens WhatsApp with a first message filled in, a call, Messenger, Telegram or email. One setting in the Site tab, and the chat happens in that app, on your phone.
See your business on a real design.
Tell us what you do and what the site needs to do: bring enquiries, take bookings, show your work or sell. We will start your site from the closest design with you.