When a visitor wants a walkthrough, give them a short form on your pricing or product page — then follow up from a dedicated inbox.
“Book a demo” links that dump into a shared mailbox without structure waste AE time. You need company context and a fast alert.
Use company/individual fields, work email, and a short note. Embed on pricing. Notify sales by email. Pass UTM via hidden fields when ads land on the page.
Entity type and company name when the submitter is buying for a team.
Email the moment a demo request lands.
Export or Pro webhook into the CRM you already pay for.
Work email, company/individual, optional message and phone.
Only if your links include query params.
Paste near the pricing CTA.
Create a Demo request form with Email, Company/Individual, Company name or Full name, and optional Phone + Message. Add hidden UTM fields if paid traffic hits the page. Set notify email to sales and embed beside your pricing CTA.
Work email, company/individual, company name or full name, optional phone and message, optional hidden UTM fields.
No — FormKlar captures the request; you schedule in your own calendar tool.
No native CRM. Use webhook (Pro) or API toward your stack.