A CRM that fills itself in.
Every enquiry from your website, whether it came through a form, a booking or the chatbot, becomes a contact in Presora's CRM automatically. Move people through your pipeline, tag them and set follow-ups so nobody slips through.
Included on Growth and Enterprise. Compare plans
Why it matters
No copying and pasting
Contacts are created from the enquiries your site already collects, with where they came from and what they asked about.See where every customer stands
A pipeline board shows who's new, who you're talking to and who's won, so you know what to do next.Follow up on time
Set follow-up tasks and get an email reminder when they're due. Tag contacts to group them the way your business works.
How it works
Up and running in minutes.
- 01
An enquiry arrives
From a contact form, a booking or the chatbot.
- 02
A contact is created
With their details, the source and the conversation.
- 03
Move them along
Drag them through your pipeline stages as the conversation goes.
- 04
Never forget a follow-up
Tasks and reminders keep the next step in front of you.
What's included
- Contacts created automatically from forms, bookings and the chatbot
- Pipeline board with stages
- Tags and notes
- Follow-up tasks with email reminders
- CSV import and export
Questions
Straight answers.
What is the simplest CRM for a small business?
One you don't have to feed by hand. Presora's CRM is filled by your website's own forms, bookings and chatbot, so the contacts are there without any data entry.
Can I import my existing contacts?
Yes. Import contacts from a CSV file, and export them again whenever you like.
Does it work with my contact form?
Every Presora contact form, quote request, booking and callback request feeds the CRM automatically.
Works with
AI chatbot
Answers customers 24/7 from your own information, and saves every lead.Online booking
Customers book appointments on your site, on your terms.Automations
Workflows that reply, notify and follow up on their own.
Your business, online by tomorrow.
Answer a few questions about your business and Presora drafts the whole site, with the chatbot, forms and booking wired in. Or talk it through with the founders first.