CRM
A CRM built into your website, so every enquiry is already a contact.
Forms, bookings, orders, chat conversations and phone calls on your Mondovo site all land in one contact list, with the full history on each person. Sort them by stage, owner, tag or segment, then follow up with emails, texts and journeys from the same place.
Contacts, the inbox and email follow-ups come with your site. No separate CRM to connect.
- Marcus LeeBooking · Thu 10:00 consultationQualifiedAR
- Priya NairContact form · Kitchen remodel quoteNewJS
- +1 512 555 0148Phone call · asked about pricingContactedAR
- Elena BrooksSite chat · ready to bookNewJS
- Tom WalshOrder · 2 itemsConvertedAR
Where contacts come from
Everything your site does lands in one list.
You do not wire up a form tool, a booking tool and a chat tool to a CRM. They are already part of the site, so each one adds people as it goes.
Forms
Every submission becomes a contact or adds to an existing one, with the answers on their record.
Bookings
Appointments made on your site create the contact and show who is coming up next.
Orders
Customers who buy from your store are saved with the order on their record, next to the pages they read before buying.
Site chat
Leads from your site's assistant arrive tagged, with their location, how ready they are to buy and a short summary.
Phone calls
Calls answered by the Voice Agent add the caller. Calls you take yourself can be logged in a few taps.
See the AI receptionistYour existing list
Bring customers in from a spreadsheet, with names, phone numbers, tags and your extra columns.
One record per person
Everything about a customer, on one page.
Open a contact and you see what they asked, what they read on your site, and every message you have sent them.
- One contact per person: the same email or phone number written differently is recognised
- Contacts with only a phone number are saved too
- Pages they visited on your site, from their first visit
- Form answers, bookings, orders, chat summaries and logged calls
- Every email and text sent to them, in one history
- Notes, tags and your own custom fields
- Read 3 pagesServices, Pricing, About · first visit
- Chatted with your assistantAsked about weekend availability. Ready to book.
- Booked a consultationThu 10:00 · confirmed
- Reminder sentEmail, 1 day before
- Call loggedWants a quote for the full package. Call back Monday.
Keep it sorted
Know who to call next, and who is calling them.
Stages
Each contact has a stage: new, contacted, qualified, converted or lost. Filter the list by stage, and let a journey move people on for you.
Owners
Assign a contact to someone on your team. They are notified, and you can filter by owner or show everyone unassigned.
Tags and custom fields
Tag people your way and add the fields your business needs, from budget to move-in date.
Segments
Save a filter as a segment, using several values, numbers and dates. See who is in it before you use it.
Log a call or walk-in
Type the number, note what they wanted and pick what happened. A call-back becomes a task with a reminder on the day.
Log it by voice
On your phone, tap the mic and say who called and what they wanted. The form fills in for you to check and save.
Follow up from the same place
Turn the list into the next message.
Nothing goes out until you send it or switch it on. Journeys are saved switched off, and broadcasts warn you before they reach people who were just emailed.
Broadcasts
Email a segment from your own verified sending domain, with a real preview and an AI helper for the copy.
Journeys
Follow-up sequences that start when someone fills in a form, books, orders, abandons a cart or joins a segment.
Text messages
Add SMS to reminders and journeys, sent from your own Twilio number to people who opted in.
About SMSAds audiences
Download people who already enquired as a list to upload as a customer audience in Meta, Google Ads or LinkedIn.
Webhooks
Send new form submissions and bookings, with the contact's details, to the other tools you use.
Export
Download your contacts as a CSV whenever you like. The list is yours.
Who it is for
For the business that wants one place, and the agency that sets it up.
Small businesses
A CRM you do not have to set up
If your site takes enquiries, bookings or orders, you already have a contact list. You see who came in, who needs a call back and who has gone quiet, without paying for and connecting a separate CRM.
Agencies
Hand over a site that keeps working
Each client site has its own contacts, segments and journeys. Leads stay with the client's site, and your team can be assigned contacts and log calls for the clients you look after.
Instead of
One system instead of four tools and the glue between them.
Many small businesses run a website builder, a form tool, a booking app and a CRM, joined by automations that break quietly. With Mondovo they are one product.
- Capturing leadsStitched togetherA form tool, connected to the CRM by an automation.With MondovoSite forms write straight to contacts.
- BookingsStitched togetherA booking app with its own customer list.With MondovoBookings are part of the site and the contact record.
- Follow-upsStitched togetherAn email tool that needs the list synced.With MondovoBroadcasts and journeys read the same contacts.
- Knowing what happenedStitched togetherHistory split across three or four logins.With MondovoOne timeline per person.
- Contacts, the inbox, segments and email follow-ups come with your site.
- Broadcasts send from your own email sending account, so they arrive from you.
- Text messages and the Voice Agent are per-site add-ons.
- Building and editing your site stays free and never uses credits.
Questions
What people ask about the CRM.
Do I need another CRM alongside Mondovo?
Not for the leads your site brings in. Forms, bookings, orders, chat and phone calls already land in your contacts. If you also use another tool, webhooks can send new submissions and bookings to it.
Can I bring my existing customer list?
Yes. You can import a list from a spreadsheet with names, phone numbers, tags and any extra columns, through our API or an AI assistant connected to your Mondovo account. Imported contacts do not set off your journeys.
Will the same person show up twice?
No. A site keeps one contact per email address, compared without regard to capitals, and the same phone number written different ways is recognised as one person.
Is there a deal pipeline?
Each contact has a stage (new, contacted, qualified, converted or lost), an owner and tags, and you can filter by any of them. There is no separate deals board with values and drag-and-drop columns.
Can my team work the list?
Yes. Assign contacts to team members, who are notified, and filter by owner. Anyone with access can log calls and set call-back reminders.
Do I need my own email domain to send broadcasts?
Yes. Broadcasts go from your own verified sending account so they arrive from you. Automated emails respect unsubscribes and skip addresses that bounce.
Can I take my contacts with me?
Yes. Export them as a CSV any time.
Start with your site
Build the site, and the contact list builds itself.
Start free. Every enquiry, booking and order on your site becomes a contact from day one.