---
title: "Using Boards as a CRM in Ontraccr (Use Case)"
url: "https://help.ontraccr.com/en/article/using-boards-as-a-crm-in-ontraccr-use-case"
language: "en"
last_updated: "2025-05-27T11:24:01.985Z"
---

# 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.

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## 🎯 **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

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## 🔧 **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

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## 🧭 **Typical CRM Workflow**

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

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## 🧩 **Example Statuses to Use**

-   New Lead
-   Follow-Up
-   Quote Sent
-   Won
-   Lost
-   Archived

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## 📝 **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”)

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## 🧠 **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