Receive requests via the contact form

The contact form turns your public page into a prospecting tool: every interested visitor becomes a contact and a task to handle.

Key points 💡

• Enable the form on your public page

• Each request creates a contact in your CRM and a task "to do"

• You are notified immediately (email + notification)

• You can customise the confirmation message shown to the visitor

✉ Enable the form

In your settings, make the contact form visible on your public page. You can also display a booking link there (Ultra plan).

🔄 What happens with each request

When a visitor writes to you, Pelli:

• creates (or finds) a contact in your CRM with their name, email and phone

• creates a task "Message from [first name]" in your board, with the message

• sends you a real-time notification and an email

You don't miss any request, and everything is already filed in your client tracking.

💬 Customise the confirmation

You can set the confirmation message shown to the visitor after sending ("Thank you, I'll reply within 24h"…).

Frequently asked questions

Does a request create a client in my CRM? Yes, automatically, with an associated task.

Am I notified of a new request? Yes, by email and by real-time notification.

Can I customise the thank-you message? Yes.

Where do I find the requests? In your task board, and the contact in your CRM.

Going further