Built-in Lightweight CRM

Capture Leads,
Convert Visitors

Nifty Hub's CRM captures leads directly from your website chat widget and contact forms, manages conversations, tracks statuses and converts visitors into paying clients — all from one place.

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A CRM Built for Digital Marketing Teams

Most CRMs are built for sales teams. Nifty Hub's CRM is designed specifically for digital marketing agencies and teams — tightly integrated with your client management, AI workflows, helpdesk and task systems so leads never get lost and conversions are seamless.

Everything You Need to Manage Leads

From first visitor touchpoint to converted client — the CRM handles every step.

Live Website Chat

Embed a chat widget on your website and capture visitor leads in real time. Every conversation is stored and assigned to your team.

Lead Profiles

Automatically build lead profiles from chat sessions — name, email, phone, company, country, position and area of interest.

Instant Notifications

Get notified the moment a new lead starts a conversation so your team can respond before the visitor leaves.

Contact Form Leads

Capture enquiries from your website contact form and track them alongside chat leads in one unified CRM view.

Lead Status Tracking

Move leads through stages — Active, Contacted, Converted — with notes, assignments and timestamps.

Multi-Channel Capture

Collect leads from your chat widget, contact form, or external sources and centralise them in a single pipeline.

Team Assignment

Assign leads to specific team members with name tracking, so accountability is clear and nothing falls through the cracks.

Convert to Clients

When a lead is ready, convert them directly into a managed client record with all their details pre-filled.

AI-Powered Chat Agent

Deploy an intelligent AI chat agent on your website that qualifies leads, answers questions and collects contact details automatically.

Website Form Webhooks

Connect any client website's forms — WPForms, Gravity Forms, Fluent Forms, Contact Form 7 or any custom form — to Nifty Hub with a unique webhook per client. Every submission is pushed in real time, with no per-site plugins required.

Automatic Lead Classification

Each inbound form submission is auto-classified — genuine lead, spam, duplicate, internal test, job application or supplier enquiry — using rule-based detection backed by AI verification, so only real leads hit your pipeline.

Historical CSV Import

Backfill past form submissions by uploading an export from any form builder. A smart column mapper auto-matches fields (name, email, phone, message, date) and lets you confirm the mapping before import.

Submission Review & Date Filtering

Review every captured submission in one table with client and classification filters plus preset date ranges (This month, Last month, This week, Last 7 / 30 days, Custom) — and override any classification with one click.

How the CRM Works

A simple, intuitive flow from first contact to converted client.

Visitor Arrives

A visitor lands on your client's website and starts a chat, fills out a contact form, or submits any connected form (via webhook) — from any form builder.

Lead Captured & Classified

Nifty Hub captures their name, email, phone and message in real time and automatically classifies it — genuine lead, spam, duplicate or internal test.

Team Notified

Your team is instantly notified. The lead is assigned, notes are added, and status is tracked.

Client Created

Once qualified, convert the lead into a full client record with one click — no data re-entry.

// Why we built it

Agencies manage dozens of client websites — their leads shouldn't be trapped in each one

When you run marketing for many clients, each one has a different website, a different form builder and a different way of handling enquiries. Leads land in WPForms, Gravity Forms, Fluent Forms, Contact Form 7, a custom-coded form, an email inbox — or nowhere at all. They get missed, lost or counted late.

We built website form webhooks in Nifty Hub so every client's form submissions flow into a single, central pipeline — the same place your chat leads and contact form leads already live. No per-site plugin to maintain, no fragile email parsing, no manual copy-paste.

The payoff: a true lead count per client each month that feeds straight into your Performance dashboard, automatic spam and duplicate filtering so your numbers stay honest, and a historical CSV import so you can backfill the submissions that arrived before you connected.

One webhook per client

Generate a unique, token-authenticated URL per client — paste it into any form builder's webhook setting and you're done.

Clean, classified data

Spam, duplicates, internal tests and job applications are filtered out automatically — only verified genuine leads count.

Backfill the past

Upload a form builder export and map columns visually to import months of historical submissions in one go.

Feeds your reporting

Verified website form leads roll up into the Performance dashboard's lead totals alongside Google Ads, chat and GMB calls.

Every CRM Feature You Need

Designed for marketing agencies, Nifty Hub's CRM includes everything your team needs to track, manage and convert leads without the complexity of enterprise CRM tools.

Real-time website chat widget
AI-powered chat agent for lead qualification
Auto-capture visitor name, email, phone, company & country
Chat lead status management (Active / Ended)
Contact form lead tracking
Lead assignment to team members
Internal notes on leads
Conversation history & message count
Instant in-app notifications
One-click convert lead to client
Lead source tracking
Configurable chat widget appearance
Unique webhook per client for any website form builder
Real-time form submission capture (WPForms, Gravity, Fluent, CF7 + custom)
Automatic spam, duplicate & internal-test classification
AI-verified lead classification with one-click override
Historical CSV import with smart column mapping
Submission review table with client, classification & date-range filters
Verified website form leads feed the Performance dashboard lead counts

Supercharge Your CRM with AI

Deploy our AI-powered chat agent on your website. It qualifies leads, answers common questions, collects contact details and hands off warm leads to your team — 24/7.

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