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 — your stages, viewed as a Kanban board for quick triage. Forms — the form builder and embed manager. Submissions — every form submission across every form, in one feed. Tracking — analytics for embedded forms. Email — outbound messages and 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, company or tag. Filter by pipeline stage. Open any contact for the full timeline of activity Pipeline Pipeline gives you a Kanban view of every contact by stage. Move someone forward as they progress, and customise the stages so they match how you actually sell. Stages are fully customisable — add, rename, reorder and remove them. Each stage shows a count at the top of the column. Reorder stages from the stage editor 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 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 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 see the contact's full timeline, or jump straight to the form that captured them. 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 The Email tab handles outbound messaging — templates and follow-ups you can send from inside the CRM. 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.