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Compare CRMsExplore the differences
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Collect the buyer’s name, company and contact details alongside the request.
Enable resubmission updates to match returning buyers and update their existing records.
Apply tags from the form to identify its source and help your team choose the next step.
Use text, selection, date and number fields to make questions easy to answer.
Require the details sales needs first. Leave less urgent questions optional.
Choose a starting point, then adapt the questions and wording to the enquiry.
Send enquiries to a named person or rotate them across your team, excluding users you choose.
Enable deal creation and set the pipeline stage, value, currency and expected close timing.
Turn on submission emails and set up a follow-up workflow for the new enquiry.
Share the hosted form link or place the embed code on a relevant page of your website.
Confirm the enquiry has arrived and explain the next step, or redirect the buyer to a page of your choice.
Add your privacy wording and choose when consent checkboxes appear.
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Collect contact and company details, product requirements and other information your team needs to respond. Forms support standard and custom CRM fields, with formats including text, selections, dates, times and numbers. Deal fields are available when deal creation is enabled.
Yes. Enable deal creation in the form settings, then choose the pipeline stage, value, currency and expected close timing. A quote request can then arrive as a deal for sales to review and follow up.
Choose a named person or round-robin assignment for new enquiries. You can exclude selected users from the rotation. With resubmission updates enabled, CreamSoda can match a contact by email or a company by email or name and update the matching record.
Yes. Add the embed code to your website or share the hosted form link. Check the form on your actual website, including mobile, to confirm that submission and the thank-you message or redirect work as expected.
The form can create or update CRM records, apply tags, assign new records, send notifications and create a deal, based on your settings. The buyer sees your confirmation message or redirect. You can also set up a workflow to handle the follow-up.
Yes. Ask for the product requirement, quantity, timing and business contact details your team needs to prepare a quote. Save the answers in the CRM fields you choose, and enable deal creation if you want the request to enter your sales pipeline.
