Lead capture

When your chatbot becomes the form

A visitor asks about install estimates. Your chatbot offers the estimate form inline, in the chat panel. The submission lands in your CRM as a Lead — same destination as the contact-page form.

Try Business Dash Read the deep dive

The deep walkthrough for this feature is being authored.

In the meantime, the full essay lives on the blog — read it here.

Ready to see it working in your own dashboard?

Try Business Dash Browse other features

Related features

CRM

Closed-won is the starting line, not the finish

Data model

Describe what you track. The AI builds the table.

Data model

Indexed, queryable, reportable — first-class everywhere

Lead capture

When your chatbot becomes the form

A visitor asks about install estimates. Your chatbot offers the estimate form inline, in the chat panel. The submission lands in your CRM as a Lead — same destination as the contact-page form.

Try Business Dash Read the deep dive

The deep walkthrough for this feature is being authored.

In the meantime, the full essay lives on the blog — read it here.

Ready to see it working in your own dashboard?

Try Business Dash Browse other features

Related features

CRM

Closed-won is the starting line, not the finish

Data model

Describe what you track. The AI builds the table.

Data model