Lead Contact Forms allow you to capture inquiries directly from your website and send them straight into your Planpage CRM. Instead of managing inquiries through scattered emails or spreadsheets, every new lead is automatically organized inside your account.
Automatically Organized in Your Pipeline
When a new inquiry is submitted:
It is automatically assigned to the New Lead Pipeline Step
It appears in your Leads list, ready for follow-up
You can begin moving it through your custom Pipeline Steps
From first inquiry to Won or Lost, the entire process stays inside one system.
Why Use a Lead Contact Form?
Using a Lead Contact Form inside Planpage helps you:
Capture complete, structured inquiry data
Reduce manual admin work
Keep your pipeline organized
Track marketing performance and service demand
Seamlessly convert booked clients into Projects
Your Lead Contact Form connects your website directly to your workflow, so nothing falls through the cracks.
Two Ways to Use Your Lead Contact Form
Planpage offers two options for using your Lead Contact Form: Embed or Hosted.
Embed on Your Website
With the Embed option, you add a small piece of code to your website. This allows the form to appear directly on your site, so potential clients never leave your domain when submitting an inquiry. It’s ideal if you want a seamless experience within your existing website design.
Once submitted, the Lead flows directly into Planpage just like any other inquiry.
Hosted by Planpage
With the Hosted option, your Lead Contact Form lives on a dedicated Planpage page. You receive a direct URL that you can link to from your website, Instagram bio, email signature, or anywhere else you accept inquiries.
This option requires no website editing and is a quick way to start capturing Leads immediately.