Built-in CRM

Every submission becomes a contact.

Turn every form response into a customer relationship. WittyForm's built-in CRM captures leads automatically, tracks deals, and helps you close faster: no extra CRM tool needed.

No credit card · Unlimited forms · 5 min setup

14-day money-backNo subscriptions

Your contacts, organized and actionable

A full CRM dashboard built right into your form builder. See every lead, their history, and next steps in one view.

app.wittyform.com/crm/contacts
Contacts
1,247+18
Revenue
$84.2k+12.4%
Deals
38+5
Won
14+3
StatusSourceCompany
Save ViewMergeImportExport
NameEmailCompanyStatusLead ScoreCreatedActions
SC
Sarah ChenVP of Marketing
[email protected]TechFlow Inc.Active
92
Mar 18View
MJ
Marcus JohnsonCTO
[email protected]GrowthCoLead
78
Mar 15View
ER
Emily RodriguezProduct Manager
[email protected]Startup LabsLead
65
Mar 12View
DP
David ParkEngineering Lead
[email protected]NexGen DevActive
88
Mar 10View
LT
Lisa ThompsonCEO
[email protected]CloudBaseInactive
34
Mar 8View

Visualize your entire sales pipeline

Drag-and-drop Kanban board that tracks every lead from first touch to closed-won. See exactly where each deal stands.

New Lead
8
$2,400

Webinar Sign-up

Acme Corp

$1,800

Contact Form

DataSync

Qualified
5
$12,000

Demo Request

TechFlow

$8,500

Pricing Inquiry

ScaleUp

In Progress
4
$45,000

Enterprise Trial

MegaCorp

$18,000

Pilot Program

InnoTech

Won
3
$24,000

Annual License

CloudBase

Lost
2
$3,200

Budget Cut

SmallBiz

Total Pipeline:$114,900
Win Rate:68%
Zero Manual Entry

Form submitted? Contact created.

Every time someone fills out your form, WittyForm automatically creates a contact in your CRM. Name, email, phone, custom fields. Everything captured instantly. No integrations, no Zapier, no extra tools needed.

Instant contact creation on every submission
All form fields mapped to contact properties
Duplicate detection merges repeat visitors
Custom fields carry over automatically
Contact Form Submission

Full Name

Alex Rivera

Company

StartupLab

Message

Interested in enterprise plan...
Contact Created
AR
New Lead

Rich profiles for every contact

A 360-degree view of every lead. See their full submission history, notes, tags, and activity, all in one detailed card.

SC

Sarah Chen

Hot Lead

VP of Engineering at TechFlow Inc.

EnterpriseSaaSDecision Maker

Phone

+1 (415) 555-0142

Company

TechFlow Inc.

Deal Value

$45,000

Form Submissions

Demo Request Form
Dec 15, 2026Completed
Feedback Survey
Nov 28, 2026Completed
Contact Us Form
Nov 10, 2026Completed

Notes

Interested in enterprise plan with custom integrations. Budget approved for Q1. Schedule follow-up call next Tuesday. Prefers async communication via email.
Filter by tag
SC

Sarah Chen

TechFlow

Hot LeadEnterpriseDecision Maker
MJ

Marcus Johnson

GrowthCo

EnterpriseDecision Maker
ER

Emily Rodriguez

Startup Labs

Trial User
DP

David Park

NexGen Dev

Hot LeadPartner
LT

Lisa Thompson

CloudBase

Trial UserEnterprise
Smart Segments

Tag, segment, and prioritize

Apply colored tags to categorize leads by interest, source, or deal stage. Filter contacts instantly to focus your outreach on the right people at the right time.

Unlimited custom tags with color coding
One-click filtering by any combination of tags
Auto-tag contacts based on form source
Filter segments to focus and prioritize outreach
Full History

Every interaction, one timeline

Track every touchpoint in a chronological feed. See when contacts submit forms, log calls and meetings, add notes, and track deal changes. Never miss context before a follow-up.

Form submissions logged with full responses
Notes, calls, meetings, and tasks recorded
Email activity logged on contact timeline
Deal stage changes tracked automatically
Activity TimelineSarah Chen

Submitted feedback form

Contact Us form, "Interested in enterprise plan"

2 hours ago

Follow-up call completed

Discussed enterprise pricing options

1 day ago

Note added

Prefers async communication via email

2 days ago

Submitted contact form

General inquiry, first interaction

5 days ago

Deal created

Enterprise License, $45,000

5 days ago

Tag added

Tagged as "Hot Lead" and "Enterprise"

5 days ago

Track every deal from lead to revenue

See your entire pipeline at a glance. Track deal values, probabilities, and stages with analytics so you always know what is closing and when.

Deal Name
Contact
Value
Stage
Probability

Enterprise License

TechFlow

Sarah Chen

$45,000

In Progress
75%

Annual Subscription

GrowthCo

Marcus Johnson

$24,000

Qualified
60%

Pilot Program

NexGen Dev

David Park

$18,000

In Progress
80%

Starter Plan

Startup Labs

Emily Rodriguez

$3,600

New Lead
30%

Team License

CloudBase

Lisa Thompson

$12,000

Won
100%

Total Pipeline

$102,600

Weighted: $67,200

Lead Scoring

Know who's hot and who's not

Every contact carries a lead score that updates as they engage. Set up scoring rules based on form submissions, profile details, and engagement to prioritize your hottest leads.

Lead Scores
Updated on every submission
SC

Sarah Chen

TechFlow Inc.

Hot
92
3 form submissionsEnterprise inquiryDemo requested
MJ

Marcus Johnson

GrowthCo

Warm
67
1 form submissionBusiness emailCompany provided
ER

Emily Rodriguez

Startup Labs

Cold
34
1 form submissionFree email domain
DP

David Park

NexGen Dev

Hot
85
4 form submissionsReplied to follow-upPhone provided

Score leads with automation rules

Form-based scoring
Add points when a form is submitted
Boost score for demo or pricing requests
Increase score for repeat submissions
Profile-based scoring
Add points when a business email is provided
Boost score when phone number is given
Increase score based on job title or company
Engagement-based scoring
Add points for each repeat submission
Reward contacts who reply to a follow-up
Weight recent activity more heavily

Use automation rules to add, subtract, or set lead scores based on contact actions. Combine with tags to automatically label high-scoring contacts as Hot Leads.

Built-in Email

Email contacts without leaving

Email any contact straight from their profile using templates with dynamic variables, and set up email notifications that send on form submission.

Email notifications on new form submissions
Ready made templates for common replies
Personalization variables like {{field_id}}, {{company}}
Send to any contact directly from their profile
Send Email

Choose Template

Subject

Following up on your demo request, Sarah

Message

Hi {{first_name}},

Thanks for requesting a demo of WittyForm. I'd love to walk you through how our platform can help {{company}} streamline your form workflows.

Would any of these times work for a quick 15-minute call?
Insert:{{first_name}}{{company}}{{form_name}}
Workflows

Every submission can trigger an action.

Add a workflow to any form and choose what happens on submit: send an email, post to Slack, fire a webhook, update a field, or branch on a condition. Less manual work, faster responses.

Workflow 1
IFOn submit, form =Demo Request
THENSend notification email

Sends a notification email to your team the moment a Demo Request form is submitted.

Workflow 2
IFOn submit, form =New Lead
THENPost to Slack

Drops a message in your sales Slack channel as soon as a new lead comes in.

Workflow 3
IFOn submit, form =Contact Us
THENFire a webhook

Sends the submission to any endpoint you choose, so other tools stay in sync.

Data Management

Your data, organized and portable

Every contact is enriched with form data, custom fields, and activity history. Export your data whenever you need it.

Multiple contact sources

Contacts are created from form submissions, manual entry, API integrations, or webhooks. Every source is tracked.

Duplicate detection

When a known email submits another form, WittyForm merges the data into the existing contact instead of creating a duplicate.

Custom fields and tags

Store any data you need with custom fields on contacts and deals. Organize everything with colored tags.

CSV export

Export your form responses as CSV anytime. Your data is always accessible and portable.

Automated Workflow

From submission to action in milliseconds

Every form submission triggers a chain of automated actions. No manual steps, no missed leads. Watch how WittyForm turns a simple form fill into a fully organized CRM entry.

Form Submitted

Step 1

Visitor fills out your form with name, email, and custom fields.

Demo Request Form

Contact Created

Step 2

A new CRM contact is instantly created with all submitted data.

Alex Rivera: [email protected]

Tags Applied

Step 3

Auto-tags are applied based on form source and submission content.

New Lead, Demo Request, SaaS

Owner Assigned

Step 4

Contact is assigned to a team member based on your routing rules.

Assigned to: Jessica M.

Team Notified

Step 5

Email and Slack notifications are sent to the assigned team member.

Slack: #sales-leads, Email: jessica@...

All of this happens automatically: zero configuration required.

Comparison

How WittyForm CRM stacks up

Your forms and your contacts live in one place, so leads land in the CRM the moment a form is submitted. See how that compares to bolting on a standalone tool, then check our pricing.

Feature
WittyFormWittyForm
HubSpotHubSpot
PipedrivePipedrive
SpreadsheetSpreadsheet
Built into form builder
Auto-capture from forms
Contact management
Deal pipeline (Kanban)
Lead scoring
Email notifications
Activity timeline
Tags & segmentation
On-submit workflows
CSV import/export
No Zapier needed
Free forever plan
Zero setup time
What it costs
Free + LTD
$45+/mo
$14+/mo
Free

WittyForm includes a free plan plus a one-time lifetime deal. HubSpot and Pipedrive charge per user, every month.

Use Cases

Built for teams that live on forms

Whether you're closing deals, hiring talent, or organizing events: WittyForm's CRM adapts to your workflow.

Sales Teams

Capture inbound leads from demo request forms, qualify them with lead scoring, and track deals through your pipeline: all without leaving WittyForm.

Example

A SaaS startup uses a "Book a Demo" form that auto-creates contacts, tags them by inquiry type, and tracks deals through the pipeline to close.

3x

Faster lead response

40%

More leads captured

Real Estate

Collect property inquiry forms, track buyer preferences, and manage listings pipeline. Tag contacts by budget, location, and property type.

Example

A real estate team embeds property inquiry forms on each listing page. Contacts auto-populate with property interest, budget, and timeline.

100%

Inquiries organized

12+

Hours saved weekly

Recruitment

Turn job application forms into a candidate pipeline. Track applicants through screening, interview, and offer stages with automated status updates.

Example

An HR team uses role-specific application forms. Candidates move through a Kanban pipeline from Applied to Screened to Interviewed to Hired.

35%

Time-to-hire reduced

500+

Candidates tracked

Event Planners

Manage RSVPs, vendor contacts, and attendee lists with registration forms that feed directly into your CRM. Segment by ticket type and preferences.

Example

A conference organizer uses registration forms that auto-tag attendees by ticket tier (VIP, Standard, Student) and send custom confirmation emails.

92%

Registration conversion

100%

Manual entry eliminated

FAQ

Got questions?

Everything you need to know about WittyForm. Can't find what you're looking for? Contact Support

$37 · paid once

Ready to Turn Responses Into Customer Relationships?

Start free and keep the five forms for good, or pay once and unlock all of it — unlimited forms, ten team members, AI, CRM, white label and the API. No renewal, ever.

14-day money-backInstant accessNo subscription, ever
Advanced Built-in CRM for Forms & Quizzes