THE PRODUCT
A website enquiry CRM with a clear next step.
d3CRM connects website contact forms to a shared inbox for small teams and agencies. Keep each enquiry's answers, owner, status, and follow-up date together.
Website contact forms
Build a form, start from a template, or connect your existing website with generated HTML and JavaScript. Match field IDs, set allowed origins, and test the endpoint before going live.
Shared enquiry inbox
Search, filter, assign, and qualify enquiries. Use unread flags, private saved views, notes, and same-email history to keep the context together.
Enquiry pipeline
Move enquiries through New, Contacted, Qualified, Won, Lost, and Spam. Switch between the list and pipeline with the same filters, or update selected enquiries in a batch.
Follow-up agenda
Schedule the next action and review overdue, today, and upcoming enquiries. Follow-up dates use UTC; closed and spam enquiries stay out of the active agenda.
Reply templates
Prepare personalised email drafts using workspace templates. Copy a draft or open your email app, then review and send it yourself.
Client workspaces and lead routing
Keep each client's forms, enquiries, and permissions separate. Assign new enquiries manually, to a default teammate, or by round robin across eligible writers.
Campaign reports and CSV export
Review enquiry creation-date cohorts by form, reported source, and current status. Export answers and submitted campaign context to an Excel-compatible CSV.
Controlled access
Use owner, admin, member, and viewer roles. Form keys can be rotated, website origins restricted, and workspace changes reviewed in the activity history.
Does d3CRM fit your workflow?
Use it when you already have a website and need a shared process for the enquiries it generates. Your site needs custom JavaScript support for the generated integration snippet. The pipeline tracks enquiries; it does not forecast deal revenue. Reply drafts open in your own email app. Optional email alerts, webhooks, and billing depend on the deployment's configuration.