Use cases · Sales
Turn a website request into a deal
Every request from your site arrives as a contact and a deal, with its owner.
- Best for
- Teams whose leads come from their website.
- You give it
- A form on your site: one built in SalexHub, or your own form posting to it.
- Where it runs
- On its own
- Needs
- Pro and up.
How it runs.
- A visitor sends the form.
- The request is filed as a contact, with the pages they read that day and where they came from, and every field in a note.
- A deal opens, titled from the request, with its owner.
You get
A contact and a deal, ready for the first reply.
You decide
Filing needs no one. A request that only looks like a known contact is held for a person, and a different value waits as a suggestion.
More for salesFor sales teams
- Forms & webForms, analytics and embedsWhere this lives
- Send a quote your customer accepts from a linkA quote on your letterhead, accepted from a link, and the deal won.Chat · App
- Revise a quote after the customer asksSay the change, get the new revision.Chat
- Reply to a new request from your own addressThe first reply, drafted from the deal and sent from your mailbox.App · Chat
Give the Agent this job.
Start free, and see the result wait for your yes.