Automatically Capture Leads into the CRM System Using
Web Forms (Opt-in Forms)

Opt-in forms are registration forms embedded on your website or landing pages, enabling businesses to capture data from potential customers. These forms are directly integrated with the CRM, making it easy to analyze customer profiles and optimize conversion rates by placing webforms in strategic locations.

Automatically Capture Leads into the CRM System Using
Web Forms (Opt-in Forms)

Opt-in Form Management

Track all opt-in forms currently in use or previously deleted.

Monitor key metrics of each opt-in form: traffic, time, and total leads.

Quickly search and filter forms to optimize time and productivity.

Easily delete opt-in forms when no longer in use.

Enable or disable any opt-in form with a single click.

Full visibility into form details including creation date, creator, description, and more.

Copy the opt-in form link to share or preview the form content before sending.

Automatically Store Data and Create New Customers in the CRM

With Opt-in Forms, you no longer need to manually input data. When a customer submits information, the system will immediately create a new record or update an existing opportunity if the contact already exists in the system. This automation helps save time, eliminate manual entry, and improve the efficiency of your sales process.

Monitor and Evaluate the Effectiveness of Different Campaigns

Each opt-in form provides insightful metrics on growth trends and the number of leads across different campaign stages. This helps you track which campaigns are performing well, understand customer demand, and make data-driven decisions to refine your marketing strategies