Collect what you need to respond
Start with a contact or quote-request form. Ask for the customer’s details and a description of the job, booking or service they are interested in.
Keep Your Website Leads Organized
From the first enquiry to the final follow-up, keep your website leads organized without setting up a complicated CRM.
Free plan available.
Capture the requestNewContactedConverted
Website lead management is the routine of collecting customer enquiries, responding, and keeping track of the outcome. Formgrid gives small businesses a form builder and a lead dashboard for that routine, without requiring a large sales system.
You should not need to remember every enquiry
When you are taking calls, working on a job and answering messages, it is easy to forget which website customer needs a response. A short, repeatable process helps you find that answer without reconstructing your day from an inbox.
See which customers need a response
Receive a notification, keep a record
Configured email notifications help you notice new requests. The saved submission remains in Formgrid subject to your plan’s access and archive rules.
Make progress visible
Use New for requests to review, Contacted after you reply and Converted when a customer proceeds. Add notes and a follow-up date when a decision is still open.
A place for the details you would otherwise forget
A photographer might note a preferred session date. A roofer might record that an inspection is needed. A restaurant might keep the guest count for a private event. Keep the useful context beside the original request.
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The same simple process, adapted to your business
Roofers and service providers
Review a quote request, arrange the next assessment and note what the customer needs before the next call.
Photographers
Collect the session details, check dates and set a reminder while a prospective customer considers the options.
Restaurants
Keep private-event enquiries together, record the conversation and update the status when a booking is confirmed.
Email, spreadsheets, Formgrid or a full CRM?
| Tool | Useful for | Consideration |
|---|---|---|
| Useful for conversations | Progress is easy to scatter across threads | |
| Spreadsheets | Flexible for a simple list | Someone needs to keep the list and submissions aligned |
| Formgrid | Forms, saved enquiries and a lightweight pipeline | Focused on website enquiries, not every part of a sales operation |
| Full CRM | Broader sales and account workflows | Choose one when those extra capabilities are genuinely needed |
Frequently asked questions
For setup instructions, visit the documentation. Plan-specific allowances are listed on pricing.
Do I need technical skills to create a form?
You can use the visual builder and share a hosted link. Adding an embed or connecting an existing website form may need access to your website editor or help from your web designer.
Is this suitable for a business with a small number of enquiries?
Yes. A simple process can be useful before a large sales system is necessary. Start within Free allowances and review pricing as your volume grows.
Does Formgrid send promotional campaigns to every new lead?
No. Submitting a form does not establish marketing consent. Enquiry follow-ups and marketing emails have separate eligibility rules.
What if my workflow grows beyond website leads?
Evaluate a dedicated CRM for complex accounts, forecasting, sales teams or automation requirements. Keep the choice based on the work you actually need to manage.
Start organizing your website leads
Create a free account to try Formgrid with your website.
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