Combo record creation

One of the main reasons why CRMs are not actively used is that you need to fill in so many different forms in an exact order that it is easier just to do nothing.

We fix that problem by offering a simple combo form in which you do not need to navigate to multiple places. Instead, complete one form and we take care of the rest. All data nicely in order and quickly done.

Simply, choose keyword Combo to create contact & account and lead/opportunity at once.

Fill in the contact and account details. Then, choose if you want to create either a lead or an opportunity.
If you choose Lead, you’ll create a contact record that has a parent account ready. In lead, you will have Existing Account and Existing Contact -fields ready filled in.
If you choose Opportunity, you’ll create a contact record that has a parent account ready. In Opportunity, you will have Contact and Account details filled in.