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Business days, 9:00–18:00 Astana time

Lead forms module · website lead forms

Website leads go straight into the CRM

Build a form in the form builder and put it on your website. Each lead goes into the right pipeline, marked with where the customer came from.

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2 900 ₸ per month · one form is free on any plan

In brief

The Lead forms module in SotaCRM, a cloud CRM for businesses in Kazakhstan, builds lead forms for your website. Every lead goes into the CRM, into the pipeline you chose, with its source and ad tags (UTM). Without the module, every plan, including Free, has one form with a small SotaCRM label. The module removes the label and the limit on the number of forms. On Start and above, a lead can start an automation right away. The module costs 2 900 ₸ per month (prices as of 4 October 2026).

per month, can be included in the price on Pro and Business
2 900 ₸
free on any plan, even on Free
1 form
ad tags are saved in every lead
UTM
of free trial on a paid plan
14 days

How it works

How a lead gets into the CRM

You build the form once. After that, every lead arrives in the CRM on its own.

  1. Build the form

    In the form builder, with the fields you need, for example name, phone and service.

  2. Choose a pipeline

    Leads from this form go to the pipeline you specified.

  3. Place the form

    On your website, or send a link to the form page.

  4. Get the lead

    A lead appears in the CRM with the form fields, source and ad tags.

Source

See where each customer came from

Every lead keeps its source and UTM tags. Tags are added to ad links so you can see which ad brought the customer.

Book a consultation

NameAliya

Phone+7 701 ••• •• 18

ServiceFacial cleansing

Send request

New lead in the CRM

Source
Form “Consultation”
UTM tags
google · autumn
Pipeline and stage
Booking · New lead
Owner
Dana
Sample lead · demo data

  • Form fields

    Everything the customer wrote, right in the lead card.

  • Source

    Where the lead came from, for example which form.

  • Ad tags (UTM)

    Which ad the customer came from, if the link carries tags.

  • Owner

    Who handles the lead and what stage it is at.

The module shows the source and tags of every lead. It does not replace end-to-end ad analytics.

After the lead

What the CRM does with a new lead

Two examples with other modules after setup.

Automatically after setup

  1. Lead forms

    The customer submits the form

    The lead appears in the CRM with contact details and the source.

  2. Lead forms

    An automation starts

    The CRM builds a document from your template as soon as a new lead appears.

  3. Documents

    The document is in the lead card

    The CRM fills your template with the lead data and gives the document a number.

What you need

The Lead forms and Documents modules, a Word template for the lead and an automation that builds a document for each new lead.

A task and a message to the customer

On Start and above, an automation creates a task for the owner or writes to the customer in WhatsApp, if a number is connected.

Automation in the CRM

Price

One form comes with every plan

Start with one form. When you need more, connect the module for 2 900 ₸ per month.

  • Without the module

    0 ₸

    Plan
    Any, including Free
    Number of forms
    One
    Small SotaCRM label
    Yes
    Lead in the CRM with source and UTM
    Yes
  • 14 days free

    With the module

    2 900 ₸ per month

    Plan
    Any paid plan
    Number of forms
    Unlimited
    Small SotaCRM label
    No
    Lead in the CRM with source and UTM
    Yes

On Pro and Business, the module can be one of those included in the price. You can try the module free for 14 days on a paid plan, once.

All plans

Who it suits

Who needs the module

Anyone with a website or ads that link to a form.

  • Services and B2B

    Website leads go straight into the pipeline, with a source for every customer.

    CRM for services and B2B

  • Clinics and salons

    A request form on the website, and the administrator sees each request in the CRM right away.

    CRM for a clinic

  • Agencies

    A separate form for each campaign and ad tags in every lead.

    All industries

Getting started

What you need to launch

A website or a link to the form page, and a pipeline for leads.

  1. Connect the module

    On a paid plan, the first 14 days are free. You can build one form without it.

  2. Build the form

    In the form builder, choose the fields and the pipeline the leads go to.

  3. Place the form

    On your website or as a link.

The Standard implementation package (up to 30 people) includes connecting website lead forms with source tracking.

Implementation packages

Free

Your first form is free

One form with a small SotaCRM label is available even on the Free plan. During the 30-day free trial the module itself is open too.

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30 days free, no card required

Questions

Questions about lead forms

Yes, one. Every plan, including Free, has one form with a small SotaCRM label. The module removes the label and the limit on the number of forms.

Into SotaCRM, into the pipeline you chose for this form. The lead keeps the form fields, source and UTM tags.

Not necessarily. The form has its own page, and you can send the link to a customer or put it in an ad.

No. Every lead shows its source and UTM tags. The module does not replace end-to-end ad analytics.

Yes, on Start and above. An automation can send the customer a WhatsApp message, if a number is connected, and create a task for a manager.

2 900 ₸ per month, prices as of 4 October 2026. On Pro the module can be one of the two included in the plan price, on Business it is included. One form with a small SotaCRM label is free on any plan.

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