Visual website editing
Build the public pages, content, theme, and placement surfaces with the normal Cogo Site editor and publishing workflow.
WEBSITE + LEAD WORKFLOW
A website builder with CRM where the lead path stays traceable
Build professional websites, capture inquiries with custom forms, and organize leads directly in your account. Map contact fields to your CRM to keep customer follow-ups simple and effective.
A traceable path from page to submission to CRM contact
Every inquiry is saved reliably in your inbox and can automatically sync with your contact directory.
Custom forms and surveys
Create responsive forms, customize fields, and embed them anywhere on your site to collect genuine customer inquiries.
Customer lead management
Manage website leads with contact profiles, tags, notes, and lifecycle stages in your CRM.
How the website-to-lead path fits together
01
Publish your site and embed forms
Design your website pages and place inquiry forms where visitors can easily reach you. Selected business templates include built-in contact forms ready to use.
02
Connect form fields to contacts
Map contact fields such as Name, Email, Phone, and Company to organize new inquiries into structured contact profiles automatically.
03
Track submissions and follow up
Review full submission details in your inbox and manage customer relationships with tags, notes, and lifecycle stages in your CRM.
What actually moves from a Form into CRM
Capture essential contact information and keep full inquiry history accessible for your team.
Data step 1
Map standard contact fields
Easily map Name, Email, Phone, Company, Job Title, and marketing preferences from your form directly into customer profiles.
Data step 2
Preserve full submission history
Every form entry is saved in your submissions inbox, providing an accurate audit trail of customer requests.
Data step 3
Organize customer profiles
Manage leads with custom tags, internal notes, and lifecycle stages to keep your customer communication organized.
Selected service templates include built-in inquiry forms. You can connect forms to your CRM anytime by mapping fields in your dashboard.
Integrated tools designed to work together
Visual editing, form management, and contact organization connect seamlessly to support your business growth.
Website builder with CRM FAQ
Do all templates include CRM-connected forms?
Selected business templates come with built-in inquiry forms, and you can add custom forms to any template. You can enable CRM syncing for any form with a few clicks.
What form fields can map into CRM?
CRM mapping supports compatible fields for name, email, phone, company, job title, locale, and marketing consent. You control exactly which fields are imported — the mapping you publish is what gets used.
Does CRM track every visitor action automatically?
No. The CRM focuses on contacts, tags, notes, lifecycle, and the leads your forms bring in — not click-by-click visitor tracking.
Do I need external tools to manage my website leads?
No. Cogo Site includes both form handling and a lightweight CRM, allowing you to manage customer inquiries directly from your website dashboard without extra plugins.
Which plan includes the current Forms and CRM capabilities?
The full customer-engagement workflow is included on Pro. See the Pricing page for current plan coverage.
Related solutions
Connect a real website to a traceable lead workflow
Build the site, publish the Form, then enable the supported CRM mapping when structured lead ingestion belongs in your workflow.