Customizable Lead Capture Page for B2B

Olari Consulting

A customizable webpage that allows businesses to capture leads interested in joining the B2B portal, with direct integration into the CRM fo Cin7 Core. Key functionalities could include:

  1. Lead Capture Form – A public-facing page where potential B2B customers can register their interest.
  2. CRM Integration – Automatic entry of leads into the CRM for review.
  3. Approval & Conversion Workflow – A streamlined process where approved leads can be converted into customers and invited to the B2B portal.

This feature would enhance the efficiency of onboarding new wholesale customers while maintaining control over approvals. I’d love to hear your thoughts on this and whether something similar is already in development.

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