Conversational FormsNEU
Long forms scare people away. SellioCRM conversational forms ask one question at a time, in a chat widget, on a hosted page or embedded in your site, and when the visitor finishes they create a record in the object you choose: a lead, a contact, a registration, an order, whatever fits. You build the questions in Settings, Conversational forms, with seventeen input types, validation, conditional logic, file upload and per-language translations. Every submission arrives with an owner assigned by round robin, can notify your team by email, trigger an automation, hit a signed webhook and join a campaign as a member. Anti-spam is on out of the box, visitors can save and resume later, and you can even collect a payment on submit through your own gateway. None of it needs an outside account: we build it and serve it from a snippet you paste wherever you want.
- One question at a time, as a chat widget, hosted page, iframe, pop-up button or QR code
- Creates a record in any CRM object, with the destination field chosen question by question
- Seventeen input types, validation in the browser and on the server, show/hide logic and URL prefill
- Email notification, HMAC-signed webhook, automation, campaign membership and round-robin owner on every submission
- Template gallery, funnel and drop-off analytics, responses with CSV export and AI-assisted translations
In Sellio kostenlos, Sie zahlen nur für die Maschine
Conversational forms are part of the free SellioCRM: create as many as you need, in as many objects as you like, as long as your account's infrastructure usage always stays under US$ 20 a month. Only AI translation is metered against your AI usage.
More people finish
One question at a time, with logic that skips what doesn't apply, is far less intimidating than a page of fields. The Analytics panel shows real conversion and where people stop.
Zero rework
Every answer lands in the right field of the right object, with an owner set and the team notified. Nobody copies answers from emails into the CRM.
Fits any capture
Contact, lead signup, order or quote request, event registration, satisfaction or NPS, support request: the gallery ships these templates in ten languages, and the target object is your call.
Privacy on your terms
Consent is a step with free text and a link to your policy. If the person declines, nothing is created. The wording is generic: you adapt it to the law that applies to your audience.
Data protected at every layer
Validation repeated on the server, honeypot, optional Turnstile, per-origin limit, verified uploads and an export that respects your role's field-level permissions.
Payment on submit through YOUR gateway (Stripe, bring-your-own): the amount is computed on the server, never by the visitor, and the money lands in your account
Save and resume later with nothing to configure: the visitor gets a private link and the draft is kept for 30 days, isolated by an unguessable token
Honest anti-spam: honeypot always on, optional Cloudflare Turnstile verified server-side and a per-origin submission limit; a declined consent never creates a record
File uploads validated on the server too (type and size up to 10 MB): executables are rejected even if someone bypasses the browser
Build a conversation, not a form
Each step has a prompt, an input type (short or long text, email, phone, number, currency, date, time, date and time, dropdown, multi-select, checkbox, single choice, star rating, NPS, hidden field or file) and an optional mapping to a field of the target object. Section blocks organize long forms without asking anything. Under More you set required, min and max, text length and a pattern with your own error message.
Logic that reacts to the answers
Show a question only when an earlier one has a given answer: equals, not equals, contains, greater than, less than, empty or filled. Questions appear and disappear in real time; a hidden question is never required and its answer is never stored. Any question can be prefilled from a URL parameter, and a hidden field records source and UTM without anyone seeing it.
Submissions arrive already handled
The record is created in the chosen object, with its source marked and an owner distributed by round robin across the team. Under Notifications and automation you list internal emails that receive the answers, each in their own language, set a webhook that receives an HMAC-SHA256 signed POST on every submission, point an automation to run on the record and link the form to a campaign so each submission becomes a member and shows up in the attribution hub.
Take it to your site your way
Under Embed and share, copy the chat widget (a bubble in the page corner), the embedded iframe, the pop-up button that opens a modal, or generate the QR code of the public link for posters, counters and events. You can also share the link directly by WhatsApp or email. Light, dark or automatic theme, accent color, logo, cover, corner radius and font make the page yours. Deactivating the form stops every embedded format at once.
- 1
In Settings, Conversational forms, create a form or pick a gallery template and choose the target object.
- 2
Add the questions, choose the input type, map each one to a field and configure validation, conditional logic and URL prefill under More.
- 3
Set appearance, the post-submit message or redirect, notifications, webhook, automation, campaign, anti-spam, consent and payment.
- 4
Translate labels and header per language, by hand or with the Translate with AI button, then review.
- 5
Activate the form and, under Embed and share, copy the widget, iframe, pop-up, QR code or link. Follow up in Analytics and Responses.
Website contact page
Replace the static form with a four-question chat that creates the lead with its source, alerts the rep on duty and starts the follow-up cadence.
Event registration with a fee
Use the registration template, turn on Payment on submit with a fixed amount, and the attendee pays in your gateway right after answering. Confirmation arrives through the gateway webhook.
Post-service satisfaction survey
An NPS question from 0 to 10, an open question that only appears for low scores, and a link sent by WhatsApp. Answers land on the customer's record.
Long onboarding form
Sections, document upload and the Save and continue later button, which gives the visitor a link to pick up where they left off for up to 30 days.
Do I need an outside account?
No. The form is built and served by SellioCRM. The token in the URL only identifies the form and is not a secret. Only payment on submit uses your own gateway, bring-your-own style.
Does it only create leads?
No. Each form has a target object, and every submission creates a record in it. Each question can feed a field of that object, and the input type is suggested from the field type.
What happens with spam?
An invisible trap field is always on and silently discards bot submissions. You can require Cloudflare Turnstile verification, checked on the server, and there is always a per-minute submission limit per origin.
Do analytics store personal data?
No. The funnel (opened, started, submitted, completed) and per-step drop-off are anonymous and aggregated. Numbers show zero until there is data.
Can I charge on submit?
Yes, with your Stripe gateway configured in Settings, Integrations. Fixed amount or taken from a form field, always computed on the server. Without a gateway, the builder warns you and the form submits without charging.
Marketing Pipeline
Qualify every lead with a score you actually understand, know where it truly came from, and follow the funnel and journeys in depth.
Kampagnen-Hub und Anzeigen-ROI
Eine Kampagne, die jedes Asset vereint, mit Budgetsteuerung und ROI pro Anzeige.
E-Mail und Nurturing
Visueller Baustein-Editor, Sequenzen, Journeys und A/B.