Integrating a CRM with website
Apr 9, 2021 5:21 AM - edited Apr 10, 2021 5:07 AM
I'm looking at best options for integrating a CRM with a website. I've just started my research and thought I'd supplement it in here. Suggestions about which CRM would benefit my scenario would be helpful.
Are most CRM systems capable of integrating with website forms? I would likely have 2-3 max forms on the website and would like these integrated right into a CRM / project management web service.
Overall how we would be using the system:
2 users appvalley
Inbound website leads, capturing basic contact info, notes, etc.
Task based follow up system ie. phone call task to make a 1st contact call
Possible function of auto emails on following up down the road
Project Management tools: atutuapp ble to move leads forward in our system to completion... send auto emails thanking them for the service.
Fairly simply, I believe. I would rather have this automated rather than entering this data into Google form or however. Any insight would be appreciated, thanks!