Forms · typically Marketing / sales

Enquiry & forms

The structured ask: contact, quote, demo, or booking — often the leaky bucket of otherwise good sites.

Job to be done: Make it easy to raise a hand, collect enough context, and route the request to the right person.

AI that fits here

Website agent

Qualification and contact capture can happen in conversation, then route to the team.

CRM & sales

Forms, routing, and pipeline creation stay native — less glue required.

Automation

Routes a form to CRM, Slack, and the right owner without waiting on a sprint.

CRM & sales

Higher completion when the ask is one question at a time and the routing is clear.

Build & web experience

Forms and light workflows ship with the site. Capture still has to land in a CRM someone owns.

Build & web experience

Forms and convert blocks live on the page. Capture still has to land in a CRM someone owns.

Build & web experience

A real intake or workflow with a database behind it — capture still has to reach the commercial record.

CRM & sales

Lead capture and qualification should write into the same Customer 360 object a seller already trusts.