Turn Website Visitors Into CRM Records
Your website should be a direct, automated entry point into your CRM. Relecca web forms let organizations create public forms that visitors can complete without logging in, feeding directly into your sales queue.
Visual Form Builder
Build, configure, and share web forms in minutes.
- Block-Based Builder: Add fields mapped to lead, person and organization fields, plus your own extra fields.
- Content Blocks: Add message and date blocks to guide the visitor.
- Easy Embeds: Share forms via a public link or embed them in your web pages with an iframe.
- Form Management: Activate, deactivate, and duplicate forms as campaigns change.
Your Website as an Entry Point to the CRM
Most enquiries arrive as unstructured messages that somebody re-types into a system later, if at all. Relecca web forms are public pages a visitor completes without logging in, and the result is a record rather than an email.
- Fields mapped to lead, person and organization data.
- CRM-linked custom fields, so submissions arrive already structured.
- No visitor account required to submit.
- Records created directly in the workspace rather than by re-entry.
Control the Experience Around the Form
A form is a conversation opener, and the wording around it changes completion as much as the fields do. Each form's presentation is configurable rather than fixed.
- Form title and message blocks that explain the form.
- Required and optional fields set per form.
- Multiple forms for different campaigns or enquiry types.
- Duplicate a form to start a new one quickly.
What Happens After Submission
The gap between an enquiry arriving and someone owning it is where enquiries are lost. Capturing directly into the CRM closes that gap, and keeping submissions as leads keeps the pipeline honest.
- Submissions land as leads, not as customers or opportunities.
- Leads appear in the lead list, ready to be assigned and qualified.
- Source recorded, so you can see which forms produce workable enquiries.
- Follow-up scheduled as tasks against the new record.
Ready to configure Web Forms & Lead Capture?
Get started in minutes. Import your Excel spreadsheets or invite your team.
Compare plans and pricing, or read our CRM guides.
Please fill out the information to create a record in our sales workspace.