LoyalAxis ERP Module

Frontend Form Builder Integrations Never lose a lead or forget a follow-up again

Keep building your website forms in Gravity Forms, eForm or Elementor Pro. LoyalAxis CRM turns new visitors into leads, lists their submissions in the CRM and on the customer's profile, and passes new leads on to your team, follow-ups and automation.

View Plans & Pricing Explore Features
  • Leads created automatically from website forms
  • Each form's submissions on its own CRM page
  • Submission history on customer profiles
  • Follow-ups and automation for new leads
Why it matters

Form submissions your team can act on

A form plugin collects messages, but someone still has to find them, work out who sent them and remember to reply. LoyalAxis links each submission to the matching user or lead, can turn new visitors into leads, and lets your team assign, schedule and track the next step in the CRM they already use.

Capabilities

Website form submissions, managed in your CRM

Your form builder collects the data. LoyalAxis CRM turns it into leads, assignments and follow-ups.

Automatic Lead Generation

Turn on lead creation per form, and visitors who are not in your CRM yet become leads with their name, email and phone.

Submissions Inside the CRM

Each form gets its own CRM page, with one column per form field, search and sorting.

Existing Customer Check

Skip lead creation for visitors who already have a user account with the same email or phone number.

Lead Source Tagging

Save up to three key/value pairs, such as source or campaign, on every lead a form creates.

Customer Profile History

A tab on every user and lead profile lists that person's submissions from all your forms.

Starred Submissions

Star the submissions that need attention. Elementor Pro Forms also tracks read and unread status.

Team Assignment

Assign new leads to a responsible team member, and give each team access only to the forms it handles.

Follow-ups and Reminders

Schedule a follow-up with a responsible person, due date and reminder on the profile of any lead a form creates.

Workflow Automation

Leads from forms start your Automation programs for new profiles, from welcome messages to lead allocation.

A closer look

From form submission to follow-up

How Gravity Forms, eForm and Elementor Pro Forms connect to leads, profiles, follow-ups and automation in LoyalAxis CRM.

Lead generation

Turn form visitors into CRM leads

Choose which forms create leads. When a visitor who is not in your CRM yet submits a connected form, LoyalAxis creates a lead from their name, email and phone number. Each form can also save up to three extra values on its leads, such as the page or campaign the lead came from, so you can find them again later.

  • Lead creation turned on or off for each form
  • Name, email and phone saved on the new lead
  • Up to three source or campaign values per form
  • Visitors with a user account can be skipped
Submission management

Submissions in the CRM and on the profile

Each integration adds a section to the CRM sidebar with a page for every form. Your team searches and sorts submissions, opens any one to read all its answers and stars the ones that need attention. The same submissions appear on a tab of the user or lead profile, so before you call someone back you can see what they asked for and when.

  • A CRM page for each form, one column per field
  • The matching user or lead shown on every row
  • Full submission view with every answer
  • Submissions from all forms on the person's profile
Gravity Forms, eForm and Elementor Pro

Keep the form builder you already use

There is nothing to rebuild. Connect a Gravity Forms form in its Form Settings, an eForm form in its LoyalAxisCRM tab, or an Elementor Pro form with the LoyalAxis CRM action after submit. Gravity Forms and eForm keep storing entries while the CRM reads them, and Elementor Pro Forms submissions are saved in the CRM.

  • Gravity Forms: contact fields detected by field type
  • eForm: payment, score, referrer and time spent per entry
  • Elementor Pro: you choose the name, email and phone fields
  • Elementor Pro: read status, date filters and bulk actions
Assignments and follow-ups

Hand every inquiry to the right person

A lead created from a form is an ordinary CRM lead, so the rest of LoyalAxis works with it. Assign a responsible team member, schedule a follow-up with a due date and reminder, and mark it done when it is handled. With per-form permissions, sales sees the inquiry forms and support sees the support forms.

  • Follow-ups with a responsible person and due date
  • An optional reminder for each follow-up
  • Separate menu, page and message permissions per form
Workflow automation

Let automation take the first step

Every lead a form creates starts the Automation programs you have set up for new profiles. Send a welcome email, SMS or WhatsApp message, share new leads evenly among your sales agents, or create a follow-up due a set number of days later, without anyone copying data by hand.

  • Runs as soon as a form creates a lead, or after a delay
  • Email, SMS or WhatsApp messages to the new lead
  • Balanced allocation of new leads among agents
  • Follow-ups created automatically with a due date
Practical use cases

One CRM for every form on your website

Most websites run several forms, each with its own purpose. Connect them all and handle the results in one place: contact messages and product inquiries become leads for the sales team, partnership applications reach the people who review them, download requests show who is interested in your content, and registration forms add new sign-ups to your leads.

  • Contact Us forms
  • Product and service inquiries
  • Partnership and collaboration applications
  • Free download requests
  • Customer registration and other lead forms
Part of LoyalAxis ERP

Build Your Business Your Way

LoyalAxis ERP is a complete modular business management platform. Activate the modules your business needs and build a powerful ERP system tailored to your workflow.

  • Activate only the modules your business actually needs
  • Every module shares the same data and works as one system
  • Add new modules as your business grows
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