# Instaform CRM Pipeline — deal tracking from form submissions

**URL:** https://www.instaform.co/crm-pipeline

Every form submission in Instaform lands as a contact in a Kanban-style deal
pipeline. No Zapier chains, no HubSpot subscription, no spreadsheets. The CRM
is built in — same product, same price.

## What's in the pipeline

- **Kanban stages** you configure (e.g. New Lead → Qualified → Proposal → Won).
- **Contacts** and **companies** auto-created from form submissions, with tags,
  notes, and custom properties.
- **Deal values** so you can forecast pipeline in dollars, not just count leads.
- **Assignment** — route deals to specific team members when a form is
  submitted.
- **Automations** — move a deal stage, send a Slack notification, or email the
  contact when conditions are met.
- **Activity log** — every email, note, and stage change is timestamped.

## Who uses the CRM pipeline

- **Service businesses** — agencies, consultants, coaches, therapists, home
  services — tracking inquiries through to closed work.
- **Real estate agents and brokers** — tracking buyer and seller leads from
  property inquiry forms.
- **Recruiters** — tracking candidates from application through offer.
- **Sales teams at small companies** that don't need Salesforce.
- **Nonprofits** — tracking donor conversations and grant pipelines.

## Why it beats "forms + spreadsheet" or "forms + HubSpot"

- **Spreadsheets** don't model stages well, don't track activity, and don't
  send reminders.
- **HubSpot** is powerful but starts at $20/user/month for the free-forever
  CRM to become useful, and the form tier to match Instaform is $890/month.
- **Instaform** is $19/month flat, and the CRM is the same surface as the
  form builder — no context switch.

## Comparisons

- [vs HubSpot Forms + CRM](https://www.instaform.co/compare/hubspot)
- [vs Typeform (which has no CRM)](https://www.instaform.co/compare/typeform)
- [vs Jotform Tables](https://www.instaform.co/compare/jotform)

## Languages

English, [Spanish](https://www.instaform.co/es/crm-pipeline),
[Portuguese (Brazilian)](https://www.instaform.co/pt/crm-pipeline).