Forms & submissions

The bridge between website and CRM

A form in Formline corresponds to a form on your website — contact, quote, call-back. What visitors submit Formline calls a submission. So an anonymous website visit becomes a trackable matter.

From submission to matter

Every submission lands in the system and is no longer lost. You can review it and create a contact or a task from it — or have “Auto-Lead” create a contact automatically. The source (which form) is recorded, so you later know what works.

Traceable & secure

Submissions can be marked as read, archived and annotated with notes and attachments. Every form has its own access key and is secured against abuse — so only genuine items arrive, cleanly documented.

Why this matters

Most lost orders are not lost in selling, but before it — because an enquiry was never handled. This bridge closes exactly that gap.