Capture website leads
Create or update contacts from eligible form submissions without copying details into a spreadsheet.
Rolling out on ProLead and customer organization
Simple CRM for Website Leads and Form Submissions
Turn eligible website forms and site membership activity into a clean workspace contact directory with tags, notes, lifecycle status, ownership, and meaningful activity.
- Available to Pro workspaces
- Eligible Form ingestion requires explicit CRM Mapping
- A provisioned Form is not automatically CRM-connected
Lightweight CRM
Website lead workspace
Contact directoryLive concept
Know who contacted your website and why
The first version manages contacts and meaningful website activity, not a full sales, campaign, ticketing, or automation suite.
Organize every contact
Keep lifecycle, tags, ownership, notes, preferences, and source context in one record.
Follow up with context
Review meaningful forms, membership, conversations, and status changes before responding.
CRM for Website Leads features
A lightweight CRM around the information small SaaS and service teams need after someone interacts with their website.
Contact directory and search
Find contacts by name, email, phone, source, lifecycle, owner, or tag.
Tags, notes, and lifecycle
Organize contacts with workspace tags, internal notes, ownership, and a simple lead-to-customer lifecycle.
Meaningful activity timeline
Record form, membership, note, and contact lifecycle events without turning CRM into a noisy clickstream.
Form and membership ingestion
Map eligible website interactions into a contact while preserving the original source record.
Archive and restore
Move inactive contacts out of the active workspace and restore them when appropriate.
Export and privacy controls
Export bounded contact data and use privacy-oriented anonymization when customer data must be cleaned up.
How CRM for Website Leads works
Keep public capture reliable, then ingest eligible context through an explicit, retryable CRM workflow.
- 01
Collect a website interaction
A visitor submits a form, becomes a site member, or starts an eligible support conversation.
- 02
Match or create a contact
Use workspace-scoped identity rules to link or create the contact.
- 03
Review and follow up
Use source, timeline, tags, notes, and ownership to decide the next action.
Who CRM for Website Leads is for
A smaller CRM connected to forms, members, and support conversations.
Small business leads
Track quotes, consultations, product interest, and repeat inquiries.
SaaS customer context
Link eligible membership and support activity without confusing platform billing users.
Agency inquiries
Organize campaign forms, project requests, service interest, and notes.
Service follow-up
Keep requests, preferences, documents, and milestones visible.
Contact context, not an enterprise sales suite
V1 focuses on contacts, lifecycle, tags, owners, notes, activity, export, and privacy controls.
- No deal pipeline in the first release
- No campaign automation
- No task and calendar suite
- No full clickstream or automatic lead scoring
CRM for Website Leads questions
Is CRM generally available?
Lightweight CRM is rolling out to Pro workspaces with contacts, search, lifecycle, tags, notes, activity, export, archive, restore, and privacy controls.
Can form submissions become CRM contacts?
Yes, when the published Form has explicit CRM Mapping for eligible fields. A provisioned Form is not automatically CRM-connected, and the submission remains the source record before CRM ingestion resolves or creates a contact.
Will CRM connect to website members?
Yes. Eligible site membership activation can link into workspace contact context when the membership and privacy boundaries allow it.
Will it include a sales pipeline?
Not in the current scope. CRM stays focused on lightweight contact and meaningful website activity management.
Explore connected website tools
Continue with the most relevant parts of the Cogo Site workflow.