Digital Back Office · Customers & sales

Every customer, conversation and deal in one place.

The CRM in Digital Back Office keeps your customer list, history and sales follow-up organized, so nothing important lives only in someone’s head or inbox. Website forms feed new inquiries straight into it.

Talk through your customer list See Digital Back Office
Customer recordsPeople, companies, tags and notes
One timelineEmails, forms, bookings and invoices together
Website formsNew inquiries land in the right place

Customer records

Know who you’re talking to before you pick up.

01 / RECORDS

Contacts and companies

  • People and companies, linked together.
  • Custom fields for the details your business tracks, plus tags and lifecycle stages.
  • Attach files, and leave comments for teammates with @mentions.
  • Import from a spreadsheet (CSV) or phone contacts (vCard), then find and merge duplicates.
02 / TIMELINE

The whole history on one page

  • Emails sent, opened and clicked.
  • Follow-up sequences, notes and tasks.
  • Form submissions, bookings and invoices.
  • Deals and tags, in date order.
03 / DEALS

A simple deal board

  • Drag deals across a board from lead to qualified, proposal, negotiation, and won or lost.
  • See what’s likely to close with a simple forecast.
  • Move a won deal straight into an invoice when invoicing is added.

Website forms

Forms that put new inquiries to work.

Form creation is included in Digital Back Office. Build a form once and use it on any website.

BUILD

Build the form you need

  • Text, email, phone, choices, ratings, addresses and file uploads.
  • Multi-page forms, questions that appear only when relevant, and save-and-finish-later.
  • Starter templates: contact us, demo request, newsletter, feedback, RSVP, job application, support request and NPS survey.
  • Spam protection built in.
SHARE

Put it on any website

  • Paste a short snippet into any website, including your Website Launch site.
  • Or share the form’s own link in emails, texts or social posts.
  • Show a thank-you message or send people to a page you choose.
ACT

What happens next

  • Add or update the contact in your CRM, with a tag.
  • Notify teammates, add the person to a list, or start a follow-up sequence.
  • Create a task, or start an automation.
  • Export submissions to a spreadsheet any time.

Good to know

A standard sales path, set up with you.

The deal board uses a standard set of stages (lead, qualified, proposal, negotiation, won, lost and abandoned). Each form’s connection to the CRM is set up when the form is created, so new inquiries become contacts the way you want.

Get organized

Tell us where your customer list lives today.

A spreadsheet, a phone, an old program or a stack of business cards all work as a starting point. The existing contact form is the place to start; pricing and scope are confirmed with you before anything is set up.

Start the conversation