Capture leads straight into your pipeline.
Create an offer page with a step-by-step wizard, or embed a form on your own site. Every submission becomes a contact in the CRM and can kick off an automation.
Native forms
Build forms in the CRM and embed them on any website. No third-party form tools.
- Pick the standard contact fields, then add your own questions in sections
- Text, dropdown, checkbox, multi-select, date, file upload, signature and more
- Half or full width for each field, and a custom button and thank-you message
Offer pages from a wizard
Set the headline, form fields, image or video, price, expiry date and thank-you page, and the page is ready to share under your brand.
- A share link for each customer, partner and teammate
- Every sign-up credited to whoever sent it
- Facebook, Twitter and LinkedIn share buttons on the page
Leads go straight to the CRM
Each submission creates a contact and can trigger an automation, such as adding them to a campaign or creating a deal.
Campaigns
Multi-step email and SMS sequences with call reminders, sending limits, bounce handling and open and click tracking.
Learn more →Contacts & pipeline
Contacts, companies and deals in one place, with drag-and-drop boards, editable stages and deal values.
Learn more →Support desk
Support tickets, a customer portal and a public knowledge base you can host on your own domain.
Learn more →