What are web forms in CRM?

Web forms in CRM are online forms that you can create and embed on your website to capture lead information. They allow visitors to submit their details, such as name, email address, and other relevant information, which are then automatically recorded in your CRM system. Web forms streamline the lead capture process and eliminate the need for manual data entry, ensuring accurate and timely data collection.

How does Really Simple Systems CRM support web forms?

Really Simple Systems CRM provides a user-friendly interface to create and manage web forms. You can easily design custom web forms with fields tailored to your lead capture requirements. The CRM system generates the HTML code for the web form, which you can then embed on your website. When visitors fill out the form, their information is automatically captured and stored in your CRM, creating new leads or updating existing contacts. This automation saves time, improves data accuracy, and enables you to follow up with leads more efficiently.

Can I customize the design and fields of web forms in Really Simple Systems CRM?

Yes, Really Simple Systems CRM allows you to customize the design and fields of your web forms. You can choose from various form field types, including text fields, dropdown menus, checkboxes, and more, to collect the specific information you need.

Web Forms

Grow your business by generating new leads from your website and automatically capturing them to your CRM.

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Turn Web Visitors Into Leads

Easy to use web forms that automatically capture data back to your CRM.

CRM Web Forms to Capture New Leads

You can use web forms to capture new leads directly from your website and automatically route them into your CRM, creating a new record or updating an existing one. You might then follow up the inquiry by setting reminders to call or send a message. Also, you could create an automated sales opportunity in the CRM and assign them to your sales team. Or maybe add them to an automated marketing campaign, mailing them a series of pre-defined messages.

Powerful Tools To Grow Your Business

Convert website visitors into leads using our powerful web forms tool.

Create web forms using our drag and drop form builder, and map the fields to your CRM.

Add your new contacts to automated campaigns, sending them a series of pre-defined messages.

Automatically capture leads from your website and add them to your CRM.

Depending on your form content, allocate new contacts to different departments.

Set tasks for your sales team to follow up the leads and automatically create sales opportunities.

Auto-capture customer service and support tickets from your website.

Call To Action

Maximise your calls to action with automated web forms.

Your CRM Web Forms

With web form automated triggers you can set up multiple actions that each processes the leads differently. For example, a contact form might be set to allocate the new lead to a sales person with a task created to call the inquirer back. Another might be a simple subscription request that allocates the contact to a marketing campaign, for example, a newsletter signup box.

You can use web forms for newsletter signups, white paper downloads, customer support cases, webinar registrations, free trials, demos, video downloads and more.

Web-to-Case Forms

When using our Customer Service Software, you can set up online forms for customers to report their service requests. When the form is sent it will automatically open a new case and allocate a case ID number, simultaneously logging the opening time in your CRM. You can set up an automated response message, allocate the case to a member of your team and record all your correspondence to the customer account.

Mailing & Consent Lists

In compliance with the EU’s General Data Protection Regulation (GDPR), our Mailing & Consent Lists allow you to capture consents automatically from your web forms and keep an auditable record of the transaction in the CRM account.

Adding a simple checkbox to your web form, means you can map the consent to the contact’s record, capturing the time, date, method e.g. your form name, and IP address of the transaction.

The system is incredibly intuitive and straightforward. For our trade sales business it is easy to use and manage, providing the information and reports we need, and accessible from anywhere, on any device.

Ian Harrison, NiCo

About NiCo

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