Cash Flow Portal CRM
Collect and manage prospects with our customizable lead capture forms. Integrate them directly into your website or send them as a custom link, and automate follow-up communications effortlessly.
Create a custom-branded lead capture form using our drag-and-drop editor, offering endless customization options. Add any type of question and design the form to match your brand, with all responses automatically saved to your CRM.
Utilize our flexible form distribution options by sharing the form via a customizable link through email, text, or social media. Alternatively, embed the form directly on your website.
Automatically send follow-up emails to your leads upon form submission, with customized email templates. For advanced lead nurturing, integrate email automation with our automation feature.
Assign contact tags to forms to ensure that all leads submitted with specified tags are appropriately categorized in your CRM. Additionally, streamline CRM management and enhance organization by assigning tags based on responses.
Track the number of leads submitted through each form to monitor performance and easily export form responses as an Excel file for customized analysis and reporting.
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