CRM
Every lead from your site, chatbot and forms in one pipeline you own.
Leads arrive from your site's forms, the chatbot and booking requests, land in one pipeline with their source and notes, and are followed up by rules you set. Export at any time.
Included from the Free plan.
New1
Emma · 07700 900412Private hire, 12 people, 14 Octfrom the chatbot · 11:04 pm
Tom HarkerTable for 6, Saturdayfrom the booking form
Replied2
Emma · 07700 900412Sarah replied in 2 minutesmenu and prices sent
Priya RamanBirthday dinner for 8call booked for Tuesday
Booked3
Emma · 07700 900412Private hire · 14 Oct · deposit paidin the Calendar
The Rowe familySunday roast · 4reminder sent
Marta SilvaTasting menu · 2reminder sent
Capture everywhere
Contact forms, booking requests and chatbot conversations all create or update the same lead.
Pipeline and follow-up
Stages, notes, tags and automated follow-ups, with the whole history on the record.
Yours to export
One click exports your contacts and leads.
Which plans include cRM
Read from the plans table at build 1d342629a3, the same table the platform enforces.
Questions
Can my team use it?
Team seats are set by plan and shown on the pricing page.
Does it send email to my leads?
The CRM sends the notifications and confirmations your forms and bookings need. Bulk email marketing is not part of the product.
Can I import existing contacts?
Yes, by CSV.