Most CRMs are either too rigid or too complex. In this 30-minute live webinar, we’ll walk you through building a flexible, tailored lead scoring system and internal CRM using Formaloo — without writing a single line of code.
🚀 What You’ll Learn
📊 1. Smart Lead Scoring Forms
• Create custom lead capture forms
• Assign scores based on job title, company size, budget, or any key criteria
• Automatically calculate total lead scores in real time
📁 2. Build a Custom CRM Dashboard
• Turn submissions into a structured lead database
• Use filters to segment and prioritize leads
• Manage deals with Kanban view and status updates
🔄 3. Automate Your Sales Workflow
• Automatically assign leads to reps
• Trigger email notifications and follow-ups
• Route high-value leads instantly to the right team member
🔍 4. Real-Time Lead Health Tracking
• Separate hot, warm, and cold leads
• Track engagement and score thresholds
• Focus your team’s time on leads most likely to convert
🎯 Who Should Attend?
✓ Sales teams
✓ SDRs & BDRs
✓ Revenue operations teams
✓ Startup founders managing sales
Whether you’re running outbound campaigns or handling inbound leads, this system helps you prioritize smarter, respond faster, and close more — with a CRM built around your pipeline, not someone else’s.
Build once. Score smarter. Close faster.
