Integrated customer database and web forms

Business Catalyst’s built-in CRM database comes integrated with all of our web form, eCommerce, membership and content management features, enabling you to better service your customers - all without coding or configuration.

Adding a new form in the Business Catalyst admin

Drag and drop web form builder

From basic contact forms through to surveys, donations and newsletter signups – Business Catalyst’s powerful web form builder helps you deploy web forms faster, without the need for server-side coding.

Simply select the fields you'd like to capture, then drag and drop to arrange their order.

Business Catalyst admin CRM order list

Effortlessly capture leads, with real-time data

Every customer action is automatically captured in your CRM database and linked to the customer's unique contact record – meaning you can filter, search, and manage leads with just a few clicks.

Business Catalyst records data on online store orders, blog comments, forum posts, contact forms, email newsletter engagement, and more.

  • Centrally manage data

    Manage customer contact details, past web form submissions, eCommerce orders, secure zone subscriptions, email subscriptions and more all from your centralized Admin Console – simplifying workflows and saving time.

  • Automate everything

    Automate business processes and get back to customers faster. Build multi-step workflows and get notified of new web form submissions or orders, then verify steps as they are completed, or remind and escalate to management if need be.

  • Generate and export reports

    Use our flexible report generator to create detailed customer reports on defined criteria, such as case submitted or the amount they’ve spent in your online store. Easily export data in a variety of formats for analysis offline.