CRM · Website add-on
Website quote request form, connected to your CRM
Every website request lands in the CRM, with its context.
A quote request received by email, with no idea which page the visitor read or where they came from: you have to ask for everything again. The Essuivi widget complements the CRM module: your website form directly creates a prospect, with the visit's journey and source.
Your website form, plugged into the CRM.
The widget is added to your website and displays a quote request form. Every submission creates a prospect in Essuivi, with no re-entry.
- Widget added to your existing website
- Quote request turned into a prospect
- No re-entry from the inbox
Pages viewed, attached to the prospect.
The pages viewed before the request are attached to the prospect record. You know which service interests them before you call back.
- Pages viewed before the request
- Journey visible on the prospect record
- Context available before the first call
Source, device and approximate area.
The request arrives with the visit source, device type and an approximate area. Enough to qualify the request and route it to the right person.
- Visit source
- Device type used
- Approximate geographic area
What people ask us about this.
No. The widget is added to your existing website; installation is done during onboarding.
It can replace it or complement it: what matters is that every request lands in the CRM as a prospect.
Yes. The widget is an add-on to the CRM module: the requests it captures become prospects in the CRM.
No. Only an approximate area is shown, to route the request to the right team.
This module in the Essuivi cycle.
Every useful visit becomes a prospect.
See how a website request lands in the CRM with its full context.