Auto Form CRM
Auto Form CRM: The WordPress CRM for Your Form Leads
Auto Form Builder is brilliant at capturing leads. Auto Form CRM is where you manage them. From the same team, Auto Form CRM is a complete WordPress CRM that turns your form submissions into an organized pipeline — with contact management, deal tracking, automation, email campaigns, meeting scheduling and live chat, all inside WordPress.
Because Auto Form Builder integrates natively with Auto Form CRM, leads flow straight from your forms into your CRM, ready to nurture and close. Collect with Auto Form Builder; manage and grow with Auto Form CRM.
Why connect a CRM to your forms
A submission dashboard is great for reading entries — but once you're following up, nurturing, and closing, you need more: a pipeline, tasks, automated emails, and a full history of every contact. That's the job of a CRM, and it's exactly where Auto Form CRM picks up from Auto Form Builder.
Forms get people in the door. A CRM helps you work those leads systematically — assign owners, set reminders, automate the next email, and see every interaction in one timeline instead of scattered inboxes and spreadsheets.
What Auto Form CRM does
Everything you expect from a modern CRM — pipeline, automation, email, meetings and chat — built for WordPress and designed to work hand-in-hand with Auto Form Builder.
Core CRM
Contact Management
Unlimited contacts, tags and filters — a single place for every person who fills in your forms.
Deal Pipeline
A drag-and-drop Kanban board to move deals stage by stage until they close.
Task Management
Track follow-ups and to-dos with a calendar view so nothing slips through the cracks.
Dashboard
Customizable widgets and reports that show pipeline health at a glance.
Custom Fields
Capture any data your business needs beyond the standard contact record.
Automation & Communication
Workflow Automation
A visual automation builder to trigger actions when contacts move, submit, or match a rule.
Email Campaigns
Send, track and optimize email to nurture leads from first touch to close.
Email Templates
A drag-and-drop email builder for polished messages without leaving WordPress.
Meeting Scheduling
Public booking pages with Zoom and calendar integration so prospects can pick a time.
Live Chat
A chat widget on your site with automatic contact creation when someone starts a conversation.
Organization & Integrations
Tags
Label and organize contacts for quick filtering and targeted outreach.
Custom Lists
Static and dynamic segmentation so the right message reaches the right audience.
Custom Values
Reusable dropdown option sets shared across forms and CRM records.
WooCommerce CRM
A complete WooCommerce growth platform — orders, customers and follow-up in one CRM.
Integrations
Connect Google, Zoom, Twilio and more so your stack works together inside WordPress.
Better together
Used together, Auto Form Builder and Auto Form CRM cover the full journey: a visitor fills in a form, the submission becomes a contact in your CRM automatically, and from there you manage the deal, automate follow-ups, book the meeting, and close — all within WordPress, all on your own site.
Start with submission management in Auto Form Builder to capture every entry reliably, then use webhooks and integrations to connect other tools — or let the native CRM integration route leads straight into Auto Form CRM without manual export.
Whether you run contact forms, quote requests, event registrations or WooCommerce checkout flows, the same pattern applies: capture once, manage forever, and keep your data on your server instead of a third-party SaaS you do not control.
Frequently asked questions
- What is Auto Form CRM?
- A complete WordPress CRM plugin — contact management, deal pipeline, workflow automation, email campaigns, meeting scheduling and live chat — from the makers of Auto Form Builder.
- Does it work with Auto Form Builder?
- Yes. Auto Form Builder integrates natively with Auto Form CRM, so form submissions flow straight into your CRM as contacts.
- Is Auto Form Builder still free?
- Yes — Auto Form Builder's core is completely free. Auto Form CRM is a separate, premium WordPress CRM for managing your leads.
- Where can I get Auto Form CRM?
- Visit autoformcrm.com to learn more and get started.
Turn your form leads into closed deals
Capture with Auto Form Builder, manage with Auto Form CRM.