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Features · Lead forms

A form for your website. A client in your CRM.

Put a quote or enquiry form on your own website, or share its link. When someone sends it, they show up as a client with a deal and a task, so the next step doesn't depend on someone remembering.

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A roof-quote form being sent, and the client, deal and task it makes · example data

From a stranger's message to a job on your board.

Set a form up once in Settings. Owners and admins do it.

  1. Step 1: Make the form

    Choose what it asks: name, phone, email, company, a message, and any field you have added to Clients. Mark which are required and write the thank-you words.

  2. Step 2: Share it

    Send the link, paste a short snippet into your own website, or print the QR code for a van, a flyer or a counter.

  3. Step 3: Work the enquiry

    A client appears, with a deal in the stage you picked and a task to get back to them, for the person you choose.

No double entries, and nothing lost.

A form on the open internet gets odd traffic. CybrRM holds what looks wrong for you to decide on, adds what is real, and keeps what it can't add yet.

  • Already a client?

    The enquiry goes on their record as a note, not as a second copy of them.

  • Looks automated?

    It is held for an owner or admin to accept or discard, not thrown away.

  • Can't add it yet?

    If the workspace is read-only, or a plan's record limit would be passed, the enquiry waits until it can be added.

  • Someone keeps sending?

    Each sender and each form has a limit, and the sender is asked to wait a few minutes.
Let customers book a time, too

What you get to choose.

  • What it asks

    Name, phone, email, company and a message, plus your own Clients fields. Required or optional, one by one.

  • What happens next

    Make a deal too, or just a client. Pick the deal's stage and who gets the task.

  • Where it lives

    A link to share, a snippet for your own website, a QR code to print. Switch the form off and the link stops working.

  • What the sender sees

    Your own thank-you words. They are never told whether they were already a client.

Good to know

Who sets it up
Owners and admins. Members and viewers don't see the forms or what was sent.
Plan limits
A client or deal an enquiry makes counts toward a plan's record limit, like any other.
Telling the assignee
The person it is assigned to gets a task. Nothing here promises an email.
Try it first
Every enquiry from the form is real. Use the link yourself to see what one makes.

Let new work find you

Make a form, send yourself an enquiry and see the client, the deal and the task it makes.

Start free trial

14-day free trial. No card needed.