Automatic leads from your website and inbox
Your website contact form creates the opportunity in the CRM the moment somebody submits it, with its source tagged and its owner assigned.
It works the same whether the site is built in WordPress or custom-made, because the connection runs against the system API. Nobody has to copy details from an email into a spreadsheet, which is exactly where leads get lost, and where the record of how each one arrived gets lost too.
Enquiries reaching your inbox become opportunities as well: AI reads the message, extracts the contact details and the reason for writing, and creates the record with its source. From there they enter the same pipeline as everything else, with their prospecting stage and their owner.
Having the source tagged from the very first moment is what later answers the question that actually matters: which channel brings the leads that end up closing, not just which brings the most.
From your website
From contact form to opportunity, with nothing in between
When somebody submits your website form, the opportunity is created in the CRM at that very moment, with its details, its source tagged and its owner assigned by whatever rule you define.
The connection runs against the system API, so it works the same with a WordPress site or a custom build, and does not depend on anyone forwarding an email. The usual path (the form sends an email, somebody reads it, somebody copies it into a spreadsheet) is where leads get lost on a Friday afternoon, and where the record of how each one arrived disappears.
From your inbox
The enquiry written by hand comes in on its own too
Not every customer fills in forms. Many write an email explaining what they need, with their details scattered through the text and the signature. AI reads that message, extracts the name, company, phone number and reason for writing, and creates the opportunity with its source.
From there it joins the same pipeline as everything else, with its prospecting stage and its owner, and the original email stays attached to the record so whoever picks it up reads exactly what the customer asked for.
If what arrives is a support issue rather than a sale, the customer service module turns it into a ticket instead of an opportunity.
Source and conversion
Knowing which channel brings the leads that close
Having the source tagged as the lead arrives, rather than reconstructed by hand three months later, is what answers the one question that changes a marketing budget: not which channel brings the most leads, but which brings the ones that end up signing.
With the source on the record and the closing stage in the pipeline, the report writes itself: how many leads each channel brought, how many were qualified, how many closed and at what average value. Sometimes the channel with the lowest volume is the one that invoices most, and without this figure nobody would know.
Clearing things up
Frequently asked questions
Answers to what we get asked most.
Does it work with my WordPress site?
Yes, and with a custom build too: the connection runs against the system API rather than a specific plugin. The moment somebody submits the form, the opportunity already exists in the CRM with its source and its owner.
What about enquiries written by hand in an email?
AI reads the message and extracts the name, company, phone number and reason for writing, even when they are scattered through the text and the signature, and creates the opportunity. The original email stays attached to the record so whoever picks it up reads what the customer asked for.
Will I know which channel each lead came from?
Yes, the source is tagged as the lead arrives rather than reconstructed by hand later. With that and the closing stage you get the report that actually matters: not which channel brings the most leads, but which brings the ones that end up signing and at what average value.
What if what arrives is a support issue and not a sale?
That is what the customer service module is for: it turns the email into a ticket with its team, priority and SLA instead of a sales opportunity. Both flows coexist in the same system.
CRM and sales management
Opportunities in kanban, list and calendar views, with email, tasks and quotes attached to every deal. Plus a mobile app that records what happens on the road by voice.
Opportunities and sales pipeline
The complete sales pipeline in three views of the same information: kanban to move each opportunity from stage to stage, a list to work in volume with filters, and a calendar to see what is due this week.
View moduleTasks and sales activity
Every opportunity builds up its own tasks (the follow-up call, the visit, sending the proposal) assigned to a person with a deadline and a reminder.
Quotes from the opportunity
The sales quote is generated from the opportunity itself, with the customer and their commercial terms already filled in, and stays linked to it.
Integrated email and tracking
Company email is read and answered inside the CRM itself, and every message stays attached to the opportunity it belongs to.
Mobile app with voice AI
Native Android and iOS apps for reps working on the road: walking out of a meeting they say out loud how it went, and AI transcribes it and updates the opportunity.
View moduleHistory and change tracking
Every opportunity keeps a record of where it has been: the stage history with dates, the team's comments, attached documents and who has access to it.