CRM · included with your platform

Every enquiry, from every source, under one roof

Included with every OptumFlex account · no extra charge

A visitor fills the form on your website. Someone clicks your ad. A client asks in your portal. A Zapier flow forwards a lead. Each one lands in one inbox, tagged with where it came from, and your team works it from there until it becomes a client. Included with every OptumFlex account, at no extra charge.

One inbox, every sourcewebsite, landing pages, portal, API

Worked in secondscall, WhatsApp, notes, follow-ups, your team

Your data, your waypulled by API, or pushed to your systems

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Live flow illustration · sample names

Four ways in. One place they land.

However an enquiry reaches you, it files under the source it came from and shows up in the same inbox within a second.

Your websitePaste the snippet for a source into any page. The form posts to a public key that can only add an enquiry — safe inside a web page, and only from the sites you allow.

Your server or any toolZapier, a lead-form relay, your existing CRM: send the same fields with your API key and secret. No daily token to renew.

Your customer portalAn enquiry on your branded portal files under the portal source automatically.

Typed inA call you took, a card someone handed you — add it in the console; it files under manual.

Step by step

How it actually works

No step here is a diagram. Each one is a screen, and each one leaves a record.

1
Name your sources

One code per place an enquiry can come from — the contact page, the PMS page, a campaign landing page, a Google Ads relay, your portal. Create it in the console in seconds. From then on you know, per source, how many came in and how many became clients.
- A code per page or campaign
- Counts per source
- Switch one off without touching the rest
2
Paste one snippet

Copy the ready-made form for a source and paste it into the page; style it however you like. It posts to a public key that can only add an enquiry and read nothing, works only from the websites you allow, and quietly discards bots. Already have a form, or a tool like Zapier? Send the same fields from your server with your API key — no daily token.
- Two minutes
- Safe inside a web page
- Or from any server
3
Nothing is lost on the way in

Every attempt is recorded — accepted, duplicate, refused and why. The same person sending twice within ten minutes is one enquiry, not two. A missing name or a bad number is refused with a reason rather than filed as a mystery.
- Every attempt on the record
- Duplicates merged
- Refused with a reason
4
Work it, together

Open the enquiry: call, WhatsApp or email from the card, add a note or a call log, set a follow-up, move it along a simple pipeline. Assign it to a team member — they see only what is theirs. Follow-ups that fall due are one click away.
- Call · WhatsApp · email
- Notes and a timeline
- Assign; each sees their own
5
When they say yes

Convert to lead puts the person straight into your onboarding — verification, agreement, payment — with nothing typed twice. The enquiry keeps its history, and the lead carries the source it came from.
- Straight into onboarding
- Nothing typed twice
- History kept

In detail

What comes with it

What you see in the console

Two pages, and nothing that needs a manual.

The inbox

Today, open, unassigned, follow-ups due, converted — then the list, filterable by source, status, team member, door and date.

The enquiry card

Contact links, the message, where it came from — page, campaign, referrer — and a timeline of everything anyone did.

The sources page

Your codes, the website snippet, the websites you allow, a test box, and every recent arrival with its outcome.

Export

Any filtered view as a CSV — for the meeting, or the auditor.

Your data, your systems

It is your enquiry. Take it wherever your business runs.

Pull it

One API call with your key and secret returns every enquiry since a time you choose — daily, hourly, on a button. No daily token to renew.

Have it pushed

Add the URL of your CRM, website backend or automation tool and each enquiry is posted there the moment it arrives — signed so you can verify it, retried if your side is down.

Approved once

Reading or pushing your data out needs a one-time approval from OptumFlex. Adding enquiries never does, and the public key on your page can read nothing.

The numbers

Figures we can stand behind

1inbox, for every source you have
2 minto set up — create a source, paste a snippet
10 mininside which a repeat is one enquiry, not two
₹0extra — included with every account

Questions

The things people ask us about this

Is the CRM extra?

No. It is included with every OptumFlex account at no extra charge. The platform fee stays what it is.

Do I need a developer?

For the website form, no — copy the snippet, paste it into the page. For a server integration, or a push into your own CRM, whoever manages that system needs an hour with the docs.

Does it replace my leads page?

No — it feeds it. Enquiries are people asking; leads are people onboarding. Convert to lead moves one to the other, and nothing on your leads page changes until you do that.

Can my team see everything?

Only what is assigned to them. You see all of it, assign work and convert.

What about spam?

A hidden field that bots fill and people cannot see, a limit per visitor, and only the websites you allow. Everything refused is still on the record, with the reason.

Where does my data go?

Nowhere unless you send it. Pull it through the API or push it to a URL you choose — both after a one-time approval. The public web key on your page can only add an enquiry.

Does the customer portal count?

Yes. An enquiry from your branded portal files under a portal source automatically, next to the ones from your website.

This is one of five things you can sell

All of them on one checkout, one invoice and one set of clients.

Client onboarding Verified, signed, paid and activated — without your staff touching it. WhatsApp and communication Your own number, and a record of every message that left it. Webinars A room of your own, and everyone who turns up is a lead.

See it running under your own brand.

Fifteen minutes, your logo already on it. If it is not obvious in fifteen minutes, it is not for you.

Included with every OptumFlex account — no extra charge. The platform fee stays what it is; the CRM is part of it.

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