Website Enquiry Forms
A tenant-specific enquiry form that captures new work from your website and turns every submission into a lead and intake record your team can action.
Available · Last updated 18 July 2026
The business problem
Enquiries land through phone calls, emails and generic contact forms, so details go missing and staff spend time chasing customers for information they should already have.
How KookaCRM solves it
KookaCRM provides a hosted enquiry form configured for your business — industry-specific fields, service categories mapped to what you actually sell, and a form structure your team controls from the dashboard. Each submission is captured as an intake record and creates a lead so nothing is missed.
When to use this
- Your website only offers a phone number or a generic contact form
- You want customers to specify the service, address and job details up front
- You need enquiries to land directly in your CRM instead of an inbox
- You are setting up a new website or replacing an existing enquiry form
Suitable business types
- Trades that quote most jobs individually
- Cabinet makers and custom installers scoping bespoke work
- IT and managed service providers taking on new sites or devices
- Cleaning, lawn and garden businesses gathering site details before quoting
How it works
A customer fills in the enquiry form with their service, location and job details, then
The submission is saved as an intake record and a lead is created automatically, then
The lead appears in your dashboard for a staff member to review and respond, then
Staff convert the lead into a quote, booking or job depending on the service
What KookaCRM creates
- Lead
- Intake submission
How it connects with other features
- Leads can be progressed into a quote using Quotes and Customer Acceptance
- Businesses offering AI-assisted triage can route enquiries through Smart Quote instead
- Form fields and service categories are configured per tenant from the dashboard
Example use cases
- A plumber replaces a generic contact page with a form asking for suburb, job type and preferred timing
- An IT support provider captures site count and issue type before a technician calls back
- A cabinet maker collects photos and project scope for custom joinery enquiries
Setup requirements
- Website enquiry capture must be available for the tenant workspace
- Configure which services, categories and fields appear on your form from the dashboard
- Publish the hosted form link or connect it into an existing website — see the setup guide
Availability
Website enquiry forms are available for tenants with website intake enabled. The fields and service categories shown to customers are configured per business.
Related guides
- Pricing and Sales Workflows
Website enquiry to quote workflow
How a public website enquiry becomes a lead, then a priced quote the customer can accept online before it turns into a job and an invoice.
- Customer Entry Points
Smart Quote
A guided public quote request that uses AI-assisted analysis to help triage and classify jobs, while your own pricing rules — not the AI — decide the pricing outcome.
- Integrations and Website Connections
Connecting an Existing Website Form
A setup guide for getting enquiry capture into KookaCRM when you already have a website — using the hosted enquiry form, a simple embed, or linking from your existing contact page.
Relevant business solutions
- Business Solutions
Cabinet makers and custom installers
How cabinet makers and custom installation businesses use KookaCRM to run a project from first enquiry through measuring, quoting, deposit, manufacturing and installation to the final invoice.
- Business Solutions
Agencies and web development businesses
How digital agencies and web development businesses use KookaCRM to capture enquiries through their website, quote project work, invoice it, and offer retainer packages to ongoing clients.