Build a form, drop it on your website, and each person who submits becomes a contact in your CRM. No enquiry sits unread in an inbox.
Forms is included on Growth, Pro and Ultimate.
Most small business enquiries arrive as email, and email is where they get lost. A message lands while you are busy, slides down the inbox, and never gets a reply. A WebNewBiz form fixes the path. You build the form, put it on your website, and every person who submits is saved in your CRM as a contact. The enquiry is logged, not left to chance, and you can follow up from one place.
The moment someone sends the form, they are saved in your CRM. Nothing waits in an inbox for you to notice it.
Add name, email and phone, plus a message box, choices, a date, a file upload, a rating and more.
Contacts are matched by email. If the sender is already in your CRM, the new details go on the same record.
Open the list of entries for any form and read exactly what each person wrote.
A new submission can trigger a workflow, so a lead gets tagged, replied to or turned into a task without you watching.
Recover entries from people who started but did not finish, and choose whether to just log them or send a short note.
Start a blank form and add the fields you need. The common three are name, email and phone, and you can add more:
You also set the button text, the thank-you message people see after they send, and a theme color so the form matches your site. If you would rather send people somewhere after they submit, point the form at a web address instead.
The moment someone sends the form, WebNewBiz reads the name, email and phone from it and saves a contact in your CRM, with the source marked as a form. If that email is already a contact, the new details go on the same record instead of making a duplicate. The full set of answers is kept with the contact, so you can read exactly what the person wrote.
A submission can also start a workflow. A new form entry can tag the contact, send a reply or create a task, so follow-up begins without you checking the inbox. You can open the list of submissions for any form at any time.
Some people type their email, then stop before they finish. WebNewBiz can recover those half-filled forms, and you choose how far it goes:
You also set the timing: send now, send soon, or no rush. Leave the whole thing off if you only want finished forms.
A form on its own just emails you. Here the form and the CRM are the same platform, so the lead is already filed under the person, with the date, the answers and the source. You can see your new enquiries next to your deals, tasks and past contacts.
It also means one login and one place to work. The website, the form, the contact record and any follow-up live together, and it works the same way for WordPress, Shopify and custom code sites built on WebNewBiz.
Any small business that collects enquiries through its website: service businesses taking quote requests, clinics and salons answering booking questions, and agencies setting up lead capture for the clients they look after.
Every plan costs $1 for the first month, then the monthly price below. Cancel any time.
| Plan | Price | Forms |
|---|---|---|
| Lite | $9 a month | No |
| Starter | $29 a month | No |
| Growth | $79 a month | Yes |
| Pro | $149 a month | Yes |
| Ultimate | $199 a month | Yes |
Full details on the pricing page.
How do I add leads from my website form to a CRM?
Build the form in WebNewBiz and put it on your site. Every submission is saved in the built-in CRM as a contact, matched by email so you do not get duplicates.
Which plans include lead capture forms?
Growth at $79, Pro at $149 and Ultimate at $199 a month. Forms are part of the AI CRM, so they are not on the Lite or Starter plans. Every plan is $1 for the first month.
What fields can I add to a form?
Name, email, phone, a long message, a number, a website, a date, a time, a dropdown, single and multiple choice, a consent check box, a star rating, a file upload and an address, plus section titles.
Will the same person create two contacts if they submit twice?
No, as long as they use the same email on the same site. New details go on the existing contact instead of making a duplicate.
Can a form start a follow-up automatically?
Yes. A submission can trigger a workflow, so a new lead can be tagged, sent a reply or turned into a task without you checking the inbox.
What happens to people who start the form but do not finish?
You can turn on recovery for half-filled forms. Choose to ignore them, keep them so you can see them, or send a short note to the address they left.
What do visitors see after they submit?
The thank-you message you wrote, or they are sent to a web address you choose. You also set the button text and a theme color to match your site.
Build your website on WebNewBiz, add a form, and start collecting leads straight into your CRM.
Create your website for $1