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4 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
Try it free
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

Engage website visitors in real time with a customizable chat widget that captures leads and routes conversations to your unified inbox.

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

Forms

Build custom lead capture forms with a drag-and-drop builder, conditional logic, and automatic workflow triggers on submission.

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

Surveys

Create surveys to gather customer feedback and qualify leads with conditional logic and automation triggers.

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

Online Booking & Scheduling

Let customers self-book appointments with simple, round-robin, or class calendars that sync with Google and Outlook.

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

Simple, Powerful, Effective

1

Connect

Integrate your existing tools and import your data in minutes.

2

Configure

Set up automations and customize to match your workflow.

3

Grow

Watch your efficiency and revenue increase automatically.

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

6 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
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accelerate
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Join businesses already using SMBcrm to capture more leads, build better relationships, and close more deals.

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