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CONTACTS & AUTOMATIONS

Grow faster with a CRM made for small teams

Manage and segment your customers in a CRM made for small businesses, then nurture them with automated follow-ups. All in Typeform.

Man at desk on laptop with UI badges for Import contacts, Segment leads, and Trigger follow-ups

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Upgrade to our Customer Relationship Management tool

Add contacts panel with options for form responses, CSV import, and individual entry

CRM SYSTEM

Keep all your contacts in one place

Automatically sync contacts from forms, or import from any other tools. Store 25,000+ contacts in Typeform’s built-in customer relationship software and stay on top of leads.

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customer relationship management 

Reach the right people at the right time

Use smart CRM tools and custom properties to segment your audience, then spark engagement with targeted outreach inside your workflow.

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SALES CRM

Follow up instantly to drive conversion

Engage customers without relying on multiple tools. Trigger automated follow-ups directly in Typeform to support your sales CRM workflows.

Automate every step  

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LEAD QUALIFICATION

Qualify and route leads in real time

Use Typeform to capture, segment, and score leads instantly. Easily trigger nurture emails, or even let qualified leads book a call.

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CUSTOMER ACQUISITION

Automate lead capture and follow-up

Capture and keep leads with beautiful, conversational forms. Then drive conversion through automated follow-up flows and customized campaigns.

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FEEDBACK

Collect and act on responses, fast

Run surveys and capture feedback with Typeform. Send results where they need to go, alert the right people, and create follow-ups instantly.

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CUSTOMER ONBOARDING

Onboard customers easily and automatically

Collect the information you need up front, then use Typeform to notify your team, create tasks, and launch tailored email sequences. Keep customers engaged without slowing down.

Discover all Contacts & Automations features

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Contact Hub

Ditch the clunky spreadsheets and automatically manage your contacts in one place.

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Contact Profile

Capture, update, and customize each contacts’ data automatically, including anything you collect from their form responses.

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Contact Segments

Create custom audience segments that allow you to personalize any follow-up. As your targeting changes, so can your segmentation.

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Custom Properties

Define the custom properties of your contacts that will let you capture and track the data that matters to your business.

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Automation Builder

Engage customers and convert prospects with easy-to-build email automations.

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Email Builder

Easily create branded follow-up emails that look and feel like your forms.

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Try Typeform

Create unlimited forms, access 3,000+ templates, and start getting responses.