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Sales & Customers

AvailablePremium

Web Alpha CRM

Every lead, deal, and conversation in one place.

A customer relationship manager designed for small teams: pipelines, contacts, activity timelines, and follow-up reminders that connect to your Web Alpha websites and forms.

Included with

Business · $39/month

Business includes every app, including this premium one, on the same login as your website. Upgrading installs it for you.

  • Everything in Starter
  • Every Web Alpha app, including premium apps
  • 10 websites with unlimited custom domains
  • 10 team members with roles

What it includes

Everything in CRM

  • Visual deal pipelines
  • Contact and company records
  • Website form capture
  • Tasks and 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.

Get started

CRM comes with your website, on one login.

Create an account, design your website for free, and pick the Business plan when you are ready. CRM installs itself.