Automate your forms and update your CRM in real time
Connect, automate, and win new customers
With SBX360 smart forms, every interaction with your customers becomes a real business opportunity. Capture data, automatically update your CRM, and accelerate deal closing without friction.
Many forms capture data, but don't activate sales
When information ends up in emails, spreadsheets, or manual processes, your team loses speed, order, and business opportunities.
Leads without follow-up
Forms that end up in emails or spreadsheets and go without timely attention.
Disorganized data
Incomplete, duplicated, or poorly recorded information that affects commercial management.
Manual CRM entry
Your team wastes time copying and pasting information between systems.
Slow response
Prospects go cold while the team tries to catch up.
This results in higher operational load, less traceability, and fewer closed deals.
The solution: forms that automate your sales process
SBX360 smart forms integrate directly with your CRM so information is captured and updated automatically, with no manual tasks.
Your team focuses on what really matters: closing more sales.
What makes a form smart?
SBX360 smart forms don't just capture information — they also turn it into automatic commercial actions inside your CRM.
More speed, better assignment, and frictionless follow-up.
Automatic capture and update
Creates or updates contacts, companies, and opportunities in real time inside the CRM.
Smart assignment
Routes each lead to the right advisor based on area, product, priority, or other business rules.
Automated follow-up
Triggers tasks, reminders, and messages to give immediate continuity to every prospect.
Clean and consistent data
Reduces errors, avoids duplicates, and improves traceability of all commercial information.
Typical use cases
- Demo or quote request
- Event / webinar registration
- Lead capture from campaigns
- Contact forms on websites or landing pages
- Prospect qualification (pre-sales)
Benefits for your team
- More leads attended to on time
- Less manual work (zero copy/paste)
- Information always up to date in the CRM
- Consistent and automated follow-up
- Higher conversion from prospects to opportunities
Take your data capture to the next level
Automate your data capture and turn forms into a commercial engine connected to your operation.