Get Leads and Manage Leads in One Platform - Serviceform CRM is Live!

Blog
October 12, 2021
Get Leads and Manage Leads in One Platform - Serviceform CRM is Live!


Serviceform CRM is a modern 2021 solution that helps small businesses get leads and manage leads within the same platform.

There are hundreds of free CRMs in the market, why would you need one more?

Let’s get this straight: Serviceform is a conversion tool specialist, not a CRM provider. We focus on helping SMBs make website conversions and grow their businesses through a set of conversion tools such as chatbot, in-line bots, full-page bots, live chat, and our very own insight analytics dashboard. So why a CRM?

Centralized System for Lead Management 

This request has come from our customers who are already using various Serviceform conversion tools on their websites. They have been getting a lot of leads from these tools and need a place to manage the leads.

We suggested free CRMs such as Hubspot to our customers, but to no avail, they still come back the next day requesting that we make them a CRM tool!

Then it hit us, what our customers needed wasn’t a CRM but a centralized system where they can get leads and manage them too.

Of course, for example, Hubspot is an all-in-one tool to manage your sales, marketing, customer service, and all the data that comes with it. However, it’s no secret that accessing Hubspot with all of its functionalities can be an extravagant cost for small businesses. Plus, there are many complex features that they wouldn’t even need to use.

Simplified Solution for Non-tech-savvy People

Previously many of our customers used Excel to manage their contact leads because they were not able to find a suitable CRM for their needs. There’s nothing wrong with that. 

Sometimes simple is best, especially for our non-tech-savvy customers. They have no time to learn or play around with complex tools, they just want to focus on growing their business.

Now that they are getting more and more leads from their website (what a great problem to have!), they want to make an upgrade from the Excel sheet. 

Our newly launched CRM - an add-on to our Serviceform conversion tool kit - ensures seamless integration between sales and marketing that makes your lives easier.

What’s in Serviceform CRM?

Honestly, our CRM system is nothing new. It is a standard CRM with all the tools a normal CRM has. But it’s all you need to manage leads efficiently and effortlessly. Many business owners or non-technical professionals are intimidated by complex CRMs, but ours is straightforward and user-friendly and most importantly integrated to our tool kit. 

Our CRM has tools and tabs such as email, inbox, call, meeting, notes, task, deal, and deal pipeline. Everything you need to manage your customer relationships.
For integration, our CRM is currently integrated with Gmail and Google Calendar. In the future, we will have more integrations.

What’s Next?

We don’t launch and leave. We definitely don’t want to build something that our customers don’t want to use. Even now, we are constantly making amendments based on customer feedback to guarantee that our CRM is up-to-date with their needs.

What comes after the CRM? To make our conversion platform a truly centralized system, we aim to create a simple ticketing system and email marketing tool within the same platform as well. By December 31st 2021, you will have the CRM in Serviceform app as well!

Get leads, manage your leads, and build meaningful relationships all in one platform. 

Let us know if you enjoy using our conversion tools but want to do more with the platform!

If you are new to Serviceform, check out how you can use Chatbot as an Inbound Marketing Strategy.


"I was expecting Serviceform just to move our traditional contact forms to their conversion tools to improve our customer experience.

I was surprised how I didn't have to spend more time on improving our conversions on the website. All I had to do was attend one simple onboarding meeting and they increased our website conversion by 47%"