Customers and leads
Request forms that become leads
Build a form in Vocito and put it on your own website, or share it as a Vocito page. Every request is stored as a lead with the answers attached. Nothing is sent out automatically.
Your visitor
What your visitor does
- 1They open your form on your website or on a Vocito page.
- 2They fill it in and send it.
You
What you see
- 1A new lead appears in Leads, with the answers attached.
- 2There is nothing to approve: the request is stored and nothing is sent out.
Example
Request, Vocito acts, result
1 · Request
A visitor fills in your form
FormQuote request
MessageGutter repair, 12 metres
2 · Vocito acts
Vocito stores it as a lead
Leadcreated
Answersattached
3 · Result
You follow up from Leads
Leads1 new · Quote request
Sent out automaticallynothing
Example scenarioA garage collects quote requests through a form and sees them as leads. Names and amounts are invented to show the steps; this is not a customer case.
After the request
What happens next
You follow up from Leads yourself.
A submission is stored as a lead. It does not start a follow-up automatically; that is the separate task 'Follow up with new enquiries', which is coming.
The task
What you need and who approves
Capture requests with a form
A form on your site or a Vocito page collects requests and stores them as leads.
What you need
- 1A form (built in Vocito)
- 2A place to publish it
Who approves
Nobody; submissions are stored, nothing is sent out.
Coming
Not switched on yet
Built, and not switched on for customers yet. Ask for one and we show it in your demo.
Next step
See request forms in a real workspace
No slides. We open a real workspace, run the tasks that fit your business and show you what you need to connect. Plans and pricing are confirmed in the demo.
Already a customer? Log in to your workspace.