Capture website leads
Create or update contacts from eligible form submissions without copying details into a spreadsheet.
Coming soonLead and customer organization
Simple CRM for Website Leads and Form Submissions
Turn website forms, active site members, and future customer conversations into a clean workspace contact directory with tags, notes, lifecycle status, ownership, and meaningful activity.
- Focused on contacts, not enterprise sales automation
- Website source context stays visible
- Planned for Startup and Pro workspaces
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.
Coming soon
Contact directory and search
Find contacts by name, email, phone, source, lifecycle, owner, or tag.
Coming soon
Tags and segmentation
Create tags for product interest, source, location, service type, or priority.
Coming soon
Meaningful activity timeline
Record form, member, chat, note, and status events—not a noisy clickstream.
Coming soon
Form submission ingestion
Map eligible fields into a contact and link back to the original submission.
Coming soon
Notes, owner, and lifecycle
Assign responsibility and track a simple lead-to-customer lifecycle.
Coming soon
Export and privacy controls
Support export, archive, and privacy-oriented anonymization.
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
Can form submissions become CRM contacts?
That is a core planned integration while the original submission remains the source record.
Will CRM connect to website members?
A workspace contact may link to an active site member when membership and privacy rules permit it.
Will it include a sales pipeline?
Not in V1. The initial scope is lightweight contact and activity management.
When will CRM be available?
The CRM is in development for Startup and Pro workspaces. Availability will be announced in product updates.
Explore connected website tools
Continue with the most relevant parts of the Cogo Site workflow.