A CRM form helps you collect information from customers. Potential clients can enter contact details, place an order, or sign up for a service. Create a CRM form with your own design and add it to your website to attract customers. Form data is saved in CRM.

CRM forms are usually used to:

1. Collect customer contact details, such as names, phone numbers, and email addresses. This data is saved in CRM, so employees can contact the customer and send a product or service offer.
2. Collect customer feedback about a product, service, or other topic.
3. Add a callback option to your website. Visitors leave their phone number so you can contact them.
4. Let customers register for services online. Customers can book services and select a time and specialist in the form fields.
5. Sell products. Customers can select products in the form, place an order, and pay right away.
6. Run ads on social media. Customers fill out their details, and the data appears in Bitrix24 automatically.

How it works

Create a CRM form and select a use case.

Use cases for CRM forms

Set up the CRM form design.

Add the CRM form to a Bitrix24 site as a page block or popup.

Place CRM form on Bitrix24 website

You can create different CRM forms for different tasks.

To view all created forms, go to CRM > Sales > Sales channels > CRM forms.