Owner/Employee view
CRM Activity
Every website form and survey creates or updates a contact here.
Sample data for the demo. Submit any form on the published site to see a live entry.
How it connects
Website form or survey
Spam check
CRM contact, tagged by source
Follow-up task or email
Dashboard
Contact form
Tag: Contact form. Fields: name, email, phone, organization, interest, message.
Inquiry form
Tag: Inquiry. Adds service and group size.
Public survey
Tag: Public survey. Scores go to Survey Results; contact created if email given.
Client check-in
Tag: Client check-in. Added to the client's record.
Recent contacts
| Contact | Source | Interest | Added | Next action |
|---|---|---|---|---|
| Sample contact 1 | Inquiry | Workshop for my team | Today | Call back |
| Sample contact 2 | Public survey | Follow-up requested | Today | Send intro email |
| Sample client A | Client check-in | After a session | Yesterday | Send resources |
| Sample contact 3 | Contact form | Consulting | Yesterday | Meeting booked |
| Sample contact 4 | Inquiry | Not sure yet | This week | Send survey link |
Add-on services
Optional services that build on the website-to-CRM connection.
Automatic follow-up emails
Placeholder: a welcome email sent when a form or survey comes in.
Session reminders
Placeholder: reminders to clients before upcoming sessions.
Check-in requests
Placeholder: the check-in survey sent automatically after each session.
Team notifications
Placeholder: alerts when a new enquiry or follow-up request arrives.