CRM
Every lead from your site, chatbot and forms in one pipeline you own.
Leads arrive from your site's forms, the chatbot and booking requests, land in one pipeline with their source and notes, and are followed up by rules you set. Export at any time.
Included from the Free plan.
Capture everywhere
Contact forms, booking requests and chatbot conversations all create or update the same lead.
Pipeline and follow-up
Stages, notes, tags and automated follow-ups, with the whole history on the record.
Yours to export
One click exports your contacts and leads.
One thing it does not do. The CRM is built for owner-operated businesses and agencies managing client workspaces, not for enterprise sales teams with hundreds of seats.
Which plans include cRM
Read from the plans table at build 7b2c5bfdd8, the same table the platform enforces.
Questions
Can my team use it?
Team seats are set by plan and shown on the pricing page.
Does it send email to my leads?
The CRM sends the notifications and confirmations your forms and bookings need. Bulk email marketing is not part of the product.
Can I import existing contacts?
Yes, by CSV.