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Sales Pipeline & Website Contact Form Builder
Properly track your enquiries in Trades Panel, with automatic lead creation through a customised website contact form
Overview
This will be part of a larger update which includes the ability to properly track leads in your sales pipeline, whilst automating capturing of the leads using a customisable website contact form. Your contact form can be embedded directly onto your website, supporting all major website providers allowing HTML embed.
Set your own sales pipeline stages, track conversion rates/drop-off points and systemise the entire sales process.
Q&A
Which subscription plans have access?
Both Business and Pro plans will have access
What User Roles will have access?
Office staff, admins and account owners will have access to these features via the web app.