Website form to CRM to WhatsApp. Assignment rules, follow-up sequences, and the reports management asks for.
What you'll build
Every enquiry from your website, ads, and chat landing in one CRM with automatic routing to the right salesperson. You end up with lead source tracking, a shared inbox for the sales team, follow-up reminders, and a pipeline view that shows where each lead is. Duplicate leads are merged, and stale ones are auto-flagged so nothing slips through the cracks.
How Growthzi does it
The Growthzi CRM ships with a lead inbox that ingests submissions from your Growthzi website forms, WhatsApp, and chat widget automatically. You define routing rules, for example by product interest or city, and leads land on the right owner's screen with an SLA timer. Notes, calls, and quotes attached to a lead move with it through the pipeline stages you configure.
Step by step
- Open the CRM Leads module and review the default pipeline stages
- Rename or add stages to match how your team actually sells
- Create routing rules by product, region, or lead source
- Connect your website contact forms to the lead inbox
- Add your salespeople and assign them to routing rules
- Set SLA timers so overdue leads get flagged automatically
- Send a test enquiry from your site and confirm it routes correctly
