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Create client record from website design request for intake

Create client record from website design request for intake

Your website design requests arrive untracked, leaving intake coordinators without contact details and stalling estimates. Sales receive client records in CRM to qualify requests same day.

Create client record from website design request for intake

Overview

Incoming website design requests often arrive without structured contact info, creating intake bottlenecks and delayed estimates. This flow turns those submissions into client records in your CRM so intake and sales can qualify and schedule consultations within minutes, enabling same-day outreach.

Create client record from website design request for intake