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Introduction to Sites, Funnels & Forms

Create professional websites, high-converting sales funnels, and lead capture forms all within SMBcrm.

Overview​

The Sites, Funnels & Forms section provides a complete web building solution with drag-and-drop editors, templates, and integration with all your CRM data.

Key Features​

Websites​

  • Drag-and-Drop Builder - No coding required
  • Professional Templates - Start with pre-designed layouts
  • Mobile Responsive - Looks great on all devices
  • Custom Domains - Use your own domain name
  • SEO Tools - Optimize for search engines
  • Blog Integration - Add a blog to your site

Funnels​

  • Multi-Step Funnels - Guide visitors through your sales process
  • Landing Pages - Create focused conversion pages
  • Order Forms - Sell products and services
  • Upsell Pages - Increase average order value
  • A/B Testing - Test different versions

Forms​

  • Form Builder - Create custom forms easily
  • Conditional Logic - Show/hide fields based on answers
  • Multi-Step Forms - Break long forms into steps
  • File Uploads - Accept document uploads
  • Prefill Data - Pre-populate known information
  • Spam Protection - Built-in captcha options

Integration​

All forms and pages connect to:

  • Contact database
  • Automation workflows
  • Opportunity pipelines
  • Calendar bookings
  • Payment processing

Getting Started​

  1. Navigate to Sites in the left sidebar
  2. Choose to create a Website, Funnel, or Form
  3. Select a template or start from scratch
  4. Use the drag-and-drop editor to customize
  5. Publish and share your creation

Next Steps​