Website leads that land on your board
Enquiries from your website usually arrive in an inbox, get copied into a task list by hand, and sometimes get lost on the way. With Crewdesk, each one becomes a task your team can act on the moment it is sent.
How it works
- Build the formAdd the questions you need — text, email, phone, dates, choices, file uploads — and lay them out full, half or third width. Choose which project and column new leads go to, and who owns them.
- Put it on your siteShare the hosted link, drop in an iframe, or paste plain HTML you can style to match your site. Publishing is a deliberate step, so you can edit without changing the live form.
- Each enquiry becomes a taskA submission lands at the top of its column with the person's answers in the description, the default assignee, labels and priority, and a link back to the original submission.
- Your team picks it upWorkspace admins are notified when a lead arrives. Discuss it in the task's comments or the project channel, assign it, move it along the board, and mark it done.
The details that matter
What makes it hold up once real visitors start using it.
- Spam protection without a CAPTCHA: a hidden trap field and a per-address limit
- Optionally require an email address, reusing the form's own email field
- Export every submission as CSV, with the questions as they were asked
- Rename a question later without rewriting last month's records
- File uploads up to 10 MB, kept in private storage