Lead capture forms and surveys that feed your CRM

A form is the simplest way to turn a visitor into a lead. In EDCRM.AI you build it by placing the fields you need: name, phone, email, drop-downs, tick boxes and dates. You can put it on a page built in the platform, embed it on your existing website or share it as a link or QR code.

When someone submits, their answers are written straight into the CRM as a contact record. There is no inbox of form emails to work through and nothing to copy into a spreadsheet. Your team sees the new lead in the same place they manage every other customer.

A survey spreads questions over several steps, which feels lighter than one long form. It suits lead qualification, needs assessments and feedback after a service. A quiz adds scoring, so the person gets a result at the end and you learn how to group them. Both are useful when you need to know more about a lead before a salesperson calls.

Each question is linked to a field on the contact record. Standard fields cover name, phone and email. Custom fields hold whatever is specific to your business, such as budget, preferred branch, course of interest or vehicle model. Once saved, the answers can be used anywhere in the platform.

• Answers appear on the contact record for anyone in your team to read.
• Smart lists can filter contacts by any answer, such as budget range or location.
• Messages can include answers, so a reply mentions the service the person asked about.
• Source reports show which forms and campaigns are producing your leads.

A submitted form is one of the most useful triggers in the workflow builder. The moment the answers are saved, a workflow can acknowledge the enquiry, assign it to the right person and create a task. If/else steps read the answers, so a lead interested in one service follows a different path from a lead interested in another.

Short forms are easier to complete than long ones, so the main preparation is deciding what you truly need to know at the first contact. Everything else can be asked later by your team or in a follow-up survey once the conversation has started.

• List the questions your sales team asks on every first call.
• Mark which of those are essential before the call and which can wait.
• Agree the options for each drop-down, such as services, branches or budget bands.
• Write the consent wording for receiving WhatsApp, SMS and email messages from you.
• Decide who should be notified and assigned for each type of enquiry.

Our team builds your forms and surveys, creates the custom fields behind them and styles them to match your brand. We add opt-in wording for WhatsApp and other channels, which you should check against your own legal obligations. Each form is connected to a workflow and tested end to end, from submission to the message your customer receives, before it goes live. Your team is trained to edit questions themselves.