Question 1

How do I create my first form?

Accepted Answer

After signing up, go to Dashboard > Forms > Create Form. Choose a template or start from scratch, customize your fields, and copy the embed code to add it to your website.

Question 2

How long does setup take?

Accepted Answer

Most users are capturing leads within 10 minutes. Just create a form, embed it on your site, and connect your CRM.

Question 3

Do I need technical skills to use Site2CRM?

Accepted Answer

No. Our drag-and-drop form builder and one-click CRM integrations require zero coding. For advanced users, we also offer API access.

Question 4

Can I try Site2CRM before committing?

Accepted Answer

Yes! Our Free plan is free forever with 1 form, 50 leads/month, and 10 AI chat conversations. No credit card required. Want to try Pro features? Every paid plan includes a 14-day free trial.

Question 5

How does lead scoring work?

Accepted Answer

Our system analyzes lead data including source, behavior, and engagement patterns to assign a score from 0-100. Higher scores indicate leads more likely to convert, helping your sales team prioritize outreach.

Question 6

Can I customize form fields?

Accepted Answer

Yes. Add any fields you need: text, email, phone, dropdown, checkbox, date picker, and more. Pro plans also support conditional logic.

Question 7

How do notifications work?

Accepted Answer

Get instant email notifications when leads submit forms or AI chat captures a lead. Configure your notification preferences in Settings.

Question 8

What analytics are available?

Accepted Answer

Track form views, submissions, conversion rates, lead sources, and salesperson performance. View trends over time and export reports.

Question 9

What CRMs do you integrate with?

Accepted Answer

We integrate with HubSpot, Salesforce, Pipedrive, Zoho, and Nutshell. Plus Zapier for 7,000+ apps. More integrations are added regularly based on customer feedback.

Question 10

How do I connect my CRM?

Accepted Answer

Go to Settings > Integrations, select your CRM, and follow the OAuth flow. Most integrations take under 2 minutes to set up.

Question 11

Can I use multiple CRMs?

Accepted Answer

Yes. Starter plans support 2 CRM integrations and Pro/Enterprise plans support unlimited CRMs, with rules to route leads to the right destination.

Question 12

Do you support webhooks?

Accepted Answer

Yes. Send lead data to any endpoint in real-time. Perfect for custom integrations, Zapier workflows, or internal systems.

Question 13

Can I upgrade or downgrade my plan?

Accepted Answer

Absolutely. You can change your plan at any time from Settings > Billing. Changes take effect on your next billing cycle.

Question 14

What happens if I exceed my lead limit?

Accepted Answer

We'll notify you when you're approaching your limit. You can upgrade anytime, or we'll queue leads until your next billing period.

Question 15

Do you offer discounts for annual billing?

Accepted Answer

Yes! Pay annually and get 2 months free on any plan. That's a 17% discount.

Question 16

How do I cancel my subscription?

Accepted Answer

Go to Settings > Billing > Cancel Subscription. Your access continues until the end of your billing period. We'd love feedback on how we can improve.

Question 17

Is my data secure?

Accepted Answer

Yes. We use AES-256 encryption at rest and TLS in transit. All data is stored in AWS data centers with strict access controls. We never sell or share your data.

Question 18

Are you GDPR compliant?

Accepted Answer

Yes. We provide tools for consent management, data export, and right-to-be-forgotten requests. See our Privacy Policy for details.

Question 19

Where is my data stored?

Accepted Answer

Data is stored in AWS data centers in the US. Enterprise plans can request specific regions for compliance requirements.

Question 20

Do you sell my data?

Accepted Answer

Never. Your data is yours. We don't sell, share, or monetize customer data in any way.

Question 21

How do I export my data?

Accepted Answer

Go to Settings > Account and click 'Export My Data'. You'll receive a JSON file containing all your personal data, leads, form configurations, and integration settings (excluding sensitive credentials).

Question 22

How do I delete my account?

Accepted Answer

Go to Settings > Account and click 'Delete Account'. You'll need to confirm by typing your email. This permanently deletes your account, all leads, and organization data (if you're the sole member). This action cannot be undone.

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