Every lead from your website lands in Ressio. Automatically.
Embed a lead capture form on your website in minutes. When a homeowner fills it out, their contact info, project details, and budget land directly in your Ressio CRM — ready to follow up, estimate, and convert.
No commitment. 30 minutes. We'll walk through your workflow.
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From website inquiry to CRM record — without touching it
Most builders lose leads because they come in from a website form and sit in an email inbox until someone remembers to follow up. Ressio closes that gap.
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Embeddable form — live on your site in minutes
Ressio generates a unique HTML snippet for your company. Paste it into any website builder — Squarespace, Wix, WordPress, Webflow — and the form is live. No third-party form tool. No Zapier connection. No manual import. Leads land in your CRM the moment the form is submitted.
- Single HTML snippet — paste into any website platform
- Unique token per company — your leads only go to you
- Built-in spam protection and rate limiting
- Live immediately — no developer required
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Capture the details that actually matter for custom builds
Standard contact forms capture a name and email. Ressio's lead form captures what you actually need to scope a project: project address, target start date, budget range, and project type — alongside the basics. Every field maps directly to the prospect record so nothing gets lost.
- Standard fields: name, email, phone
- Optional fields: project address, target start date, budget range, project type
- Select which optional fields to show or hide
- All fields map to Ressio prospect record on submission
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New lead in Ressio — automatically tagged and ready to follow up
When a prospect submits your form, Ressio creates a new lead record with stage set to Prospect, status set to New, and lead source set to Website — automatically. Your pipeline updates instantly. Set up a follow-up reminder and you'll never let a website lead go cold again.
- Lead created instantly on form submission — no manual step
- Stage auto-set to Prospect, status to New, source to Website
- Notification to your team when a new lead arrives
- Follow-up reminder assignable from the new record
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One system from first inquiry to finished project
The lead that came through your website form becomes the prospect you track, the estimate you build, the proposal you send, and the project you run — all in the same system. No handoff. No data re-entry. No 'how did this lead come in again?' three months later.
- Website lead flows into CRM — no separate tool or import
- Prospect converts to active project in one click when won
- Full lead history preserved on the project record
- Lead source tracked through to project closeout
Live on your website in three steps
Get your embed code
In Ressio, generate your unique lead capture snippet from Company Settings. One code, your website, your leads.
Paste it into your website
Add the snippet to any page on your website — contact page, homepage, project inquiry page. Works with any website builder. No developer required.
Leads land in your CRM automatically
Every form submission creates a new prospect record in Ressio instantly — tagged with source, stage, and status. Follow up, estimate, and convert — all from the same system.
Website leads flow into your full Ressio workflow
Ressio's lead capture form isn't a standalone tool. It's the front door of a connected workflow — from first inquiry through estimate, proposal, and project.
No Zapier or third-party integration required — Ressio's form connects directly to your CRM via your unique embed snippet.
What builders say about lead capture in Ressio
I used to get website inquiries by email and then manually copy them into a spreadsheet. Now they just appear in Ressio and I get a notification. I haven't missed a lead since.
[Customer name]
Custom home builder, [City State]
The form captures budget and project type automatically. By the time I follow up, I already know if it's a project worth pursuing. That alone saves me hours a week.
[Customer name]
Residential remodeler, [City State]
Setup took about 15 minutes. Paste the code, done. And now every lead from my website is already in the same system where the project will eventually live.
[Customer name]
Custom builder, [City State]
Frequently asked questions
Ressio generates a unique HTML embed snippet for your company. You paste it into any website platform and the form goes live. When a homeowner submits the form, a new prospect record is created in your Ressio CRM automatically — no manual import, no Zapier, no email-to-CRM workflow required.
Ressio's lead form is a standard HTML embed that works with any website builder — Webflow, WordPress, Squarespace, Wix, or any platform that allows custom HTML. No plugin required.
The standard form captures name, email, and phone. Optional fields include project address, target start date, budget range (low/high), and project type. You choose which optional fields to display on your form.
Yes. Ressio's lead capture form includes built-in CAPTCHA and rate limiting to prevent spam submissions from reaching your CRM.
Each form submission automatically creates a new prospect record in Ressio with the stage set to Prospect, status set to New, and lead source set to Website. Your team is notified and the lead is ready to assign, follow up, and move through your pipeline.
Yes. Embedding the form requires only copying and pasting a snippet of HTML into your website. Most website builders have a custom HTML or embed block where you can paste it directly — no developer or technical skills required.
Yes. Once a lead is in Ressio, you can create an estimate directly from the prospect record. When you win the job and convert the lead to a project, that estimate becomes the project estimate — no re-entry.
Yes. Lead source is tracked on every prospect record and carries through when the lead converts to a project. You can filter your CRM pipeline by lead source to see how many of your won projects came from website inquiries vs. referrals or other channels.
Website forms connect to your full pipeline
CRM & Lead Management
Every form submission lands in your pipeline — ready to follow up and convert.
Proposals & Estimates
Build the estimate from the lead record — it travels with the project when you win.
Templates
Apply a saved estimate or proposal template the moment the lead looks like a fit.
Turn your website into a lead machine — automatically
30 minutes. We'll show you how to set up your lead capture form and where those leads go in Ressio.
Usually responds within 1 business hour. No commitment required.