Keep business owners' kit requests flowing into CRM

Business owners miss kit requests trapped in email, causing fulfillment errors and shipment backlogs. Each submission becomes a CRM order so ops can begin processing quickly with accurate tracking.

Overview

Missed or messy kit requests lead to shipment mistakes and fulfillment backlogs, risking customer satisfaction. This workflow turns every submission into a standardized CRM order, eliminating manual entry so ops begin processing quickly and tracking stays accurate.

Notable Features

Create CRM orders from forms
Format contact and address fields
Notify operations of new orders