What to pass to CRM
CRM should receive name, phone, email, selected service, request page, advertising source and the client's comment.
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Website and CRM integration
A website form does not guarantee a sale by itself. The request should immediately enter CRM and start a clear handling process.
What happens next
The system creates a lead or deal, assigns a manager, creates a task, sends a notification and stores the full history.
Value for management
You can see which pages generate leads, how fast managers respond and where potential clients are lost.
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