CRM Overview

Capture leads, manage your pipeline and run forms without bolting on a separate tool

CRM Overview QueryCatch ships with a built-in CRM so you can capture leads from your site, push them through a sales pipeline and follow up — all within the same workspace as your search and content tools. The CRM is profile-scoped. Each profile has its own contacts, pipeline stages, forms and submissions, so an agency managing multiple clients keeps everything cleanly separated. Sections of the CRM Contacts — every lead, with stage, source and activity history. Pipeline — the stages your leads move through, from first enquiry to won or lost. Forms — the form builder and embed manager. Submissions — every form submission across every form, in one feed. Tracking — analytics for embedded forms. Email Settings — how the CRM sends its emails, and their templates Contacts Contacts is the master list of every lead the CRM has captured plus anyone you have added manually. Add contacts manually or capture them from form submissions. Search by name, email or company. Filter by pipeline stage. Open any contact for the full timeline of activity /assets/documentation/crm-overview/contacts.webp /assets/documentation/crm-overview/contact.webp Pipeline Pipeline is where you set the stages your leads move through. Each contact sits in one stage: change it on the contact's page, and filter Contacts by stage to see who is where. Stages are fully customisable — add, rename, recolour, reorder and remove them. Drag a stage by its handle to reorder it, then click Save Changes. The preview shows each stage as it appears on your contacts /assets/documentation/crm-overview/pipeline-stages.webp Forms Forms is where you build, style and embed lead-capture forms. Four starter templates ship with the CRM so you do not start from a blank canvas. Contact — general enquiries. Quote — request a quote. Callback — request a phone callback. Newsletter — newsletter sign-up /assets/documentation/crm-overview/new-form.webp Building a form Pick a template or start blank. Add fields and configure required / optional. Choose what happens on submit. Preview the form, then copy the embed snippet /assets/documentation/crm-overview/form-builder.webp Embedding the form Drop the embed snippet anywhere on your site — WordPress, Shopify, custom HTML, Webflow. UTM parameters from the page URL are captured alongside the submission. Embed analytics live in the Tracking tab If you change a form's field structure after submissions exist, older submissions keep the previous field set. Renaming a field does not retroactively rename data already captured. Submissions A unified feed of every form submission across every form on the profile. Click any submission to open every submission for its form. /assets/documentation/crm-overview/submissions.webp Tracking The Tracking tab gives you a marketing view of how your forms are performing — sources, pages and visitor counts. Use it to spot forms that get loaded a lot but rarely submitted, and tighten copy or shrink the field count. Email Settings Email Settings controls how the CRM sends its emails, such as form notifications: the provider and the address they come from, a test email, checks on your domain's DNS records, and the email templates. Permissions Admins can edit forms, change pipeline stages and delete contacts. Viewers can read contacts and submissions but cannot reshape the pipeline. Form embeds work for any site visitor — no QueryCatch account required to submit Pro Tip: The questions buyers actually ask through your forms are gold for content planning. Skim Submissions regularly and feed common questions into the AI Blog Topic Generator.