# CRM — leads, contacts, deals and tasks | Aglyn

> Work every lead your site captures: contacts, companies, a deals pipeline, tasks and a timeline — built into the platform your site already runs on.

CRM · SALES & RELATIONSHIPS

# Work every lead your site brings in.

Aglyn CRM turns what your site already captures — forms, sign-ups, orders, bookings — into contacts and leads your team can work, and qualifies them into companies and deals in one step. No import, no sync, no second tool.

[Start Free](https://app.aglyn.com/signup)

![Besigner canvas](https://aglyn.com/api/media/cdn/org:jWmGooWE3L:DXnRbPH4CQ/JPgJUOjYuo)

Most CRMs start empty and wait for an integration. Aglyn’s starts full — every person who wrote in, signed up, booked or bought is already in it, with the form they filled, the order they placed and the page they came from.

WHAT MAKES THE CRM DIFFERENT

## A CRM that already knows your customers.

Captured, not imported

Forms, sign-ups, orders and bookings create the contact on their own — sign-ups, bookings and lead forms file the lead too — with the source and the campaign that brought them.

Leads → contacts → deals

Qualify a lead into a contact, its company and a deal in one step. One person is one record, however many times they come back.

Pipeline you can see

A board by stage with amounts, owners and days-in-stage; drag to move, mark won or lost, and read the weighted forecast above it.

Tasks & timeline

Calls, emails, meetings and notes on every record, follow-ups with due dates, and one timeline beside everything the site recorded.

Audiences that stay current

Owner, lifecycle stage, company and custom fields feed your email audiences, so an audience updates itself.

Automations built in

Contact created, stage changed, deal won or lost, task done: trigger a workflow that tags, assigns, creates the follow-up or sends the email.

PIPELINE

## See every deal, stage by stage.

Open a deal from a lead or a contact, drag it across the board as it moves, and read the weighted forecast above it — amounts, owners and days in stage on every card.

Stages

Name the stages your team works; each one carries its own win probability.

Forecast

Weighted pipeline by close month, from the amounts and stage odds you set.

Won & lost

Mark a deal won to make the contact a customer, or lost with the reason.

![Aglyn CRM deals board](https://aglyn.com/api/media/cdn/org:jWmGooWE3L:DXnRbPH4CQ/ImuUzRCNQZ)

HOW IT WORKS

## From a form submission to a closed deal.

01

Capture

A visitor fills in a form, signs up, books or buys. The CRM writes the contact — a lead, a subscriber or a customer — and files the lead for sign-ups, bookings and lead-routed forms.

02

Work

Assign an owner, log the call, set the stage, open the deal. Custom fields hold what your business describes people by.

03

Close & keep

Mark the deal won, and the contact becomes a customer. Reports show new contacts, sources, the funnel, the pipeline and the task load.

ONE PLATFORM

## The CRM works with the rest of Aglyn.

Every lead, contact and deal lives on the same platform as your site — explore what else is built in.

[Besigner](https://aglyn.com/product/besigner)

Design on a live canvas with real components, and publish in one click.

[Console](https://aglyn.com/product/console)

Every site, team, and setting in one place — with roles, billing, and audit built in.

[Commerce](https://aglyn.com/product/commerce)

Products, carts, checkout, and digital goods — a full storefront on the same stack.

[Forms & Inbox](https://aglyn.com/product/forms)

Build any form on the canvas and collect every submission in one Inbox.

[Media](https://aglyn.com/product/media)

A real DAM — folders, drag-and-drop, and custom metadata for every asset.

[Workflows](https://aglyn.com/product/workflows)

Automate the busywork — triggers, actions, and logic without leaving the console.

[Plugins](https://aglyn.com/product/plugins)

Install templates and layouts, or publish and sell your own.

[Analytics](https://aglyn.com/product/analytics)

Privacy-first traffic, top pages, and store revenue.

[Marketing](https://aglyn.com/product/marketing)

Email campaigns, announcement bars, popups, and A/B tests — on the site they run on.

[Datasets](https://aglyn.com/product/datasets)

Model your fields once, edit records in the console, and bind them to any component that repeats.

[Aglyn AI](https://aglyn.com/product/ai)

Describe it, get a draft, edit anything.

[Read the CRM docs →](https://docs.aglyn.com/marketing-and-automation)

Starter and up

## Included from Starter.

The full CRM — contacts, leads, companies, deals, tasks, reports and custom fields — is included from the Starter plan. On every paid plan, records past your band meter at the published rate; nobody is ever dropped.

[Choose Starter](https://app.aglyn.com/signup?plan=starter&interval=month)

[See what’s included](https://aglyn.com/pricing)

[Read the docs](https://docs.aglyn.com/content-and-data/crm/overview)

[API resources](https://docs.aglyn.com/api/resources/contacts)

1

record per person, however they arrived

8

sections in one hub

0

integrations to wire up

1

step from lead to contact, company and deal

## Open the CRM your site has been filling in.

Included from Starter — the people your forms capture are already there.

[Choose Starter](https://app.aglyn.com/signup?plan=starter&interval=month)

[See pricing](https://aglyn.com/pricing)

---

Source: https://aglyn.com/product/crm