Using Boards as a CRM in Ontraccr (Use Case)

🤝 Using Boards as a CRM in Ontraccr

Overview

You can use Ontraccr Boards as a lightweight CRM to manage incoming leads, client interactions, and deal progress — all within the same flexible board system you use for other workflows. It’s perfect for service-based businesses who want to track customer communication without a separate CRM tool.

🎯 Who Uses This

Service companies managing client requests from forms, emails, or texts
Sales teams tracking leads and customer engagement
Dispatch or operations who want visibility into upcoming service needs

🔧 Key Features for CRM Boards

Create cards from external form submissions (e.g., website contact forms)
Add leads manually via the ➕ icon in any status column
Track contact info, request type, status, and outcome in each card
Assign users to leads for ownership and follow-up
Customize stages for your sales or service flow

🧭 Typical CRM Workflow

Client submits a form (website, Ontraccr embedded form, etc.)
- Automatically creates a card in the “New Lead” status
Team reviews the card
- Assign a rep
- Move to “Follow-Up”, “Quote Sent”, or “Won/Lost”
All communication and data is stored in the card for future reference

🧩 Example Statuses to Use

New Lead
Follow-Up
Quote Sent
Won
Lost
Archived

📝 Example Card Fields to Include

Lead Name (Title)
Contact Info (Phone, Email)
Requested Service
Linked Project (if applicable)
Status
Assigned Sales Rep
Tags (e.g., “urgent”, “repeat customer”)

🧠 Tips & Edge Cases

Leads can come in via:
- Embedded forms on your site
- Manual card creation
- Automations from emails or text triggers (if configured)
You can use filters to isolate cards assigned to a particular rep
Combine with the Timeline View to see when follow-ups are due
Use card colors or tags to flag hot leads or inactive ones