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UPWARD FEATURE

Forms

Collect requests on your page and send every submission straight to the CRM.

Example CRM sales pipeline with deal stages, lead sources and a contact activity timeline
WHAT IT ISUpward forms capture contact requests and questions from your Bio/Profile Page and create or update a CRM lead with each submission.

What's included

Contact forms

Add a form to your page for questions and requests.

CRM capture

Each submission creates or updates a lead with the form as its source.

Notifications

You are alerted as soon as a new submission arrives.

Follow-up

Reply by email or SMS from the same lead record.

How Upward is different

Shares the same data as every other Upward tool
Replicates to every team member
Assisted by Vutesa AI

Related

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