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6 Features

Capture Every Lead

Turn website visitors into qualified leads with live chat, smart forms, surveys, and online booking — all connected to your CRM automatically.

Live chat widget for your website
Smart forms with automation triggers
Online booking with calendar sync
Survey builder with conditional logic
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Capture Leads 24/7

Every touchpoint on your website becomes a lead capture opportunity — from live chat to smart forms to self-service booking.

  • Chat widget converts visitors instantly
  • Forms trigger automated follow-ups
  • Calendar syncs with Google & Outlook
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app.smbcrm.com
Lead Capture features in SMBcrm

Leads Captured

847

Form Submissions

234/wk

Booking Rate

73%

Lead Capture

Included Features

Everything you need in one powerful suite.

Web Chat & Live Chat

Customizable chat widget that captures leads and routes conversations to your inbox.

  • Real-time visitor messaging
  • Templated responses for speed
  • Automatic lead capture and routing

Forms

Drag-and-drop form builder with conditional logic and workflow triggers on submit.

  • Drag-and-drop form builder
  • Conditional logic and custom fields
  • Workflow triggers on submission

Surveys

Gather customer feedback and qualify leads with conditional logic and automation.

  • Survey builder with templates
  • Conditional logic for branching
  • Automation triggers on completion

Online Booking & Scheduling

Let customers self-book with round-robin or class calendars synced to Google/Outlook.

  • Simple, round-robin, and class calendars
  • Google and Outlook calendar sync
  • Automated confirmations and reminders

Service Calendars

Multi-service booking for service businesses with variations, add-ons, staff pricing, and payments.

  • Book multiple services in one appointment
  • Service variations, add-ons, and resources
  • Staff-specific pricing and auto-assignment

RentalsBeta

Multi-day booking for equipment, vehicles, and spaces with inventory tracking and built-in payments.

  • Book by hour, day, week, or month
  • Inventory, variants, and seasonal pricing
  • Customer booking page with payments
How It Works

How lead capture works

1

Capture

Add chat widgets, smart forms, surveys, and booking calendars to every page and channel.

2

Qualify

Route and score new leads automatically, then drop them straight into the right pipeline.

3

Follow up

Instant auto-responses and nurture sequences reach every lead before they go cold.

Common Questions

Frequently Asked Questions

What lead capture tools are included?
Every plan includes web chat widgets, smart forms, surveys, online booking calendars, and funnel pages — all connected to your CRM for instant lead capture and automated follow-up.

Can I add a chat widget to my existing website?
Yes. Add the SMBcrm chat widget to any website with a simple code snippet. It works on WordPress, Shopify, Squarespace, and any HTML site.

Does online booking sync with my calendar?
Yes. The booking calendar syncs with Google Calendar and Outlook to show real-time availability. When a prospect books, the appointment and contact record are created automatically in your CRM.

Can forms trigger automated follow-ups?
Yes. Every form submission can trigger a workflow that sends a confirmation email, assigns the lead to a team member, adds tags, starts a nurture sequence, or any combination of automated actions.

Are there templates for forms and surveys?
Yes. Choose from pre-built form and survey templates or build custom ones with the drag-and-drop editor. Add conditional logic, file uploads, payment fields, and multi-step layouts.
Explore More

Other Feature Categories

CRM & Sales

6 features

Websites & Funnels

4 features

Communication

7 features

Automation

5 features

AI Features

10 features

Social Media

5 features

Advertising

6 features

Payments & Commerce

6 features

Memberships & Education

4 features

Reputation & Growth

3 features

Client Portal

7 features
View all features
60-day money-back guarantee

Ready to put Lead Capture to work?

Replace a dozen point tools with one platform built to capture leads, automate follow-up, and grow revenue.

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60-day money-back guarantee

Full refund within 60 days if SMBcrm isn't right for you

No setup fees

Get started in minutes, we handle the heavy lifting

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No long-term contracts, stay because you want to