Sales & Customers
Web Alpha CRM
Every lead and client, from first contact to paid.
One list of everyone who books, buys, asks for a quote, signs up, or is found by AI lead gen, matched by email: pipelines for your jobs and deals, lead scores, tags, and custom fields, timelines from every app, email from the contact page, and follow-up reminders so no lead goes cold.
What it costs
Free, like every app
CRM comes with every workspace, on the same login as your website, and our team sets it up with you. Web Alpha keeps 2% of the payments your clients make through it, and nothing otherwise.
- Set up personally by the Web Alpha team
- A website that books clients, with hosting, SSL, and your own domains
- Online booking with deposits, reminders, and calendar invitations
- A store for your services, packages, and gift cards, and payments into your own Stripe account
What it includes
Everything in CRM
- Visual deal pipelines with line items and lost reasons
- Lead scoring, segments, custom fields, and duplicate merging
- Email from the contact page with templates and AI drafts
- Contact summaries and deal coaching by AI
- Reports, tasks, and daily reminders
Connected
How CRM works with the other apps
No integrations to set up: the apps share one workspace and one set of data. These connections are on by default and can be switched in Settings → Integrations.
Forms → CRM
A form submission or newsletter signup creates or updates the contact, tagged with where it came from.
Schedule → CRM
A booking creates or updates the customer contact and logs the appointment on their timeline.
Store → CRM
An order creates or updates the customer with status "customer" and logs the order.
Invoicing → CRM
A client becomes a contact tagged "client"; sent and paid invoices are logged on the contact.
CRM → Invoicing
"Create invoice" on a contact, company, or won deal pre-fills the client and a line from the deal value.
Website → CRM
Messages sent through a form on your website create or update the contact, with the message on their timeline.
CRM → Projects
"Start project" on a won deal creates a project with the deal name and client, linked back to the deal.
CRM ↔ Documents
Contact and company pages list the documents linked to them.
More apps
Often used together
Get started
CRM comes with your website, on one login.
Tell us about your business and our team sets you up: your website, your services and booking, payments, and CRM, ready to use and free.