Streamline Lead Management with Teamleader CRM Forms
Teamleader CRM Forms is a WordPress plugin designed to facilitate the seamless integration of lead generation directly into your Teamleader CRM account. This user-friendly tool allows website owners to create forms for capturing leads without requiring any coding skills. By doing so, it enables businesses to convert website visitors into potential customers efficiently, enhancing the sales process and filling the sales funnel effortlessly. The plugin is free to use and falls under the security and privacy category, specifically focusing on access control.
The automated workflow provided by Teamleader CRM Forms ensures that when a visitor submits their details through the form, a new contact, company, or deal is automatically created in the Teamleader system. This significantly reduces the time between lead capture and initial contact, allowing sales teams to respond promptly. Additionally, the tool supports the process of sending quotations that can be signed online, and subsequently converted into projects or invoices, making it a comprehensive solution for managing leads and sales activities.





