"Can I book a cleaning near downtown next week?"
Website inquiry backend for follow-up teams
Turn every website inquiry into tracked follow-up work.
Add a contact form or AI chat to any website. Vola CRM captures the customer, assigns the request, tracks follow-up, and turns it into a task or appointment without building a custom backend.
No backend buildHosted form and chat intake
Tracked ownershipRequests become tasks with owners
Client-readyEmbed codes per tenant and workspace
Main workspace
workflow saved
New request
workflow default
Task
Customer
Owner
Resource
Status
Appointment
Website consultation request
Michael Reed+1 (415) 555-0184
MRMichaelv
Client successvFollow-up team
Working on it
Aug 62:30 PM
Website contact request
Emily Carteremily.carter@example.com
ECEmilyv
Front deskvSupport team
New
Today
Production process sheet
Daniel Brooks+1 (212) 555-0142
TMTaylorv
OperationsvInternal
Done
Aug 8
Task links to the resource calendar and back to the conversation.
+1 (415) 555-0184 - michael.reed@example.com
Built for the people who make small-business websites useful.
Vola CRM is narrow on purpose: capture customer intent from a website, keep the follow-up visible, and help the team finish the work.
I build websites for clients
Add working contact and chat flows to WordPress, Webflow, Framer, Lovable, Bolt, Replit, static HTML, React, Next.js, Astro, or Vite sites without creating a backend for each project.
I run a service business
See every inquiry, customer detail, owner, task status, appointment, file, and private team note in one workspace so fewer leads disappear after the first message.
I use AI website builders
Give AI-generated websites real customer capture. The site stays simple, while Vola CRM handles submissions, conversations, tasks, customers, and follow-up history.
CRM features for website-driven follow-up.
The core product is the CRM workspace: messages, tasks, customers, schedules, private progress, file attachments, and team ownership in one place. Website extensions create and enrich that work automatically.
Task management
Use a compact board with inline editing for task title, customer, owner, resource, status, due date or appointment time, and value.
Messages inbox
See customer conversations from chatbot, contact form, live chat, manual messages, and future messaging channels before turning them into tasks.
Unified detail drawer
Open any task or message in a right-side detail view with customer conversation, private messaging, task fields, and files.
Private team messaging
Keep internal progress notes separate from customer-visible messages, so teams can coordinate safely.
Customer directory
Store name, phone, and email on the activity, suggest matching customers, create customer records, and keep future messages linked.
Schedule and resources
Define doctors, technicians, rooms, devices, or any reservable resource, then show active tasks on daily, weekly, and monthly calendars.
Excel process tracking
Create or upload Excel sheets for internal workflows such as production plans, order flows, service checklists, and audits.
File attachments and versions
Attach documents, images, and spreadsheets to activities, save new Excel versions, and keep the history connected to the work.
Workspaces and workflows
Create workspaces with workflow-specific phases, field labels, due-date behavior, widget embeds, and team members.
Focused workflows with ready task phases.
Vola CRM starts with practical workflow presets so each tenant gets useful phases and scheduling behavior from day one. These are starting points, not a promise that every sector-specific automation is finished.
Dental clinics
Medical clinics
Medical centers
Beauty and wellness
Home services and repairs
Sales management
Software development
Real estate
Restaurant and hospitality
Education and courses
Other service teams
Website extensions create CRM work automatically.
Chatbot and contact form embeds are capture points. They turn visitor intent into organized messages, customers, and follow-up tasks inside the tenant workspace. Additional messaging channels are designed into the model and will be enabled carefully as they become production-ready.
Guide visitors, then save the whole conversation.
The chatbot can answer simple questions, collect missing details, hand off to a live person, and save the conversation in the CRM message list.
- AI assistant and live-agent mode indicator
- Conversation history saved to the tenant workspace
- Create customer and create task flows when contact details are known
Make static websites operational.
The contact form captures name, email, phone, and message, then creates a CRM message with customer details and a clear response path for the team.
- Single script embed for existing websites
- Structured contact details stored on the message
- No AI token use unless the tenant enables it later
From request to finished follow-up.
Vola CRM starts as a human-friendly task workspace, then adds automation where it reduces missed work.
Capture
Create messages manually or from contact form and chatbot extensions.
Qualify
Link or create the customer, then turn the message into a task when follow-up is needed.
Collaborate
Assign an owner, add private notes, attach files, edit Excel sheets, and update status.
Schedule
Book a resource, show the task on the calendar, and keep the bidirectional link to the activity.
Beta product, clear operating boundaries.
Vola CRM is currently focused on website inquiry capture and team follow-up. Advanced channel integrations are introduced only when they can be supported reliably.
Privacy-aware intake
Tenant IDs route submissions to the right workspace. They are public routing identifiers, while authentication, tenant access, and operator work stay inside the app.
Support contact
Use the contact page for onboarding, integration questions, client setup requests, or feedback while the product is in beta.
Real workflow example
A website visitor submits a request, the CRM stores the customer details, the team creates or links a customer, converts the message to a task, assigns an owner, and schedules follow-up when needed.
Ready to install Vola CRM on a client website?
Create a tenant, choose a workflow, copy the embed code, and start turning website inquiries into tracked follow-up work.