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What have We been working on?

Form

CRM-Integrated Contact Form

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PROBLEM

The client’s Contact Us form submissions were sent to a generic sales inbox. Actions were handled manually and outside of the CRM, requiring re-keying of qualified leads. This caused delays, inconsistent communication, and no reliable reporting on sales outcomes.

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SOLUTION

We implemented a customised Jotform integrated directly with Momentus Event Opportunities. New enquiries are immediately visible on the Sales Dashboard, automatically tracked inside the CRM, and fully integrated with reporting tools.

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BENEFITS

  • Instant visibility for sales leads

  • No double-handling or lost enquiries

  • Centralised communication history

  • Full conversion + lost business reporting

  • Streamlined workflow for the sales team

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