Forms and WhatsApp: how to choose the best way to capture leads
Let people contact you without friction, and never leave a lead unanswered.
Your potential customers want to write to you quickly, from their phone and without filling in ten fields. That is why instant forms and direct WhatsApp links work so well for a small business. The question is how to set them up and who makes sure every lead arrives organized and ready to answer. This guide helps you choose.
No credit card. No lock-in.
What to assess when comparing options
WhatsApp Business lets you reply from your phone, but it does not tell you where each lead came from, nor does it bring together your messages, your ad forms and your website forms in one place. When leads arrive through several channels, it is easy for one to go unanswered.
Before you choose, ask yourself three things: whether leads reach you with their details organized, whether you know which campaign brought them and whether you want to do it yourself or have someone run it for you. With those answers you will know which option suits you.
What we do
A short form or a button that opens WhatsApp can be the difference between a visitor who leaves and a customer who writes to you. Here is what to assess before you choose, how lead capture works at CustomIQ and the options you have to set it up.
The process behind efficient lead capture
Instant forms
Short forms in your ads and on your website, asking only for the details you need to reply.
Direct WhatsApp links
One tap and your potential customer is already writing to you on WhatsApp, without looking up your number.
Organized leads
Every lead reaches you with its details organized and ready to answer, whatever channel it came from.
Connected to your campaigns
Forms and WhatsApp live on the same platform as your ads, your social media and your website.
How we set it up
We choose the contact points
We decide where a form suits you and where a WhatsApp link does: in your ads, on your website or on your social profiles.
We create the forms and links
The forms are built with just the right questions, along with the direct links to your WhatsApp.
You receive and reply
Leads reach you organized so you can reply fast and know which campaign brought them.
Terms and setup options
With the Individual plan, at €97/month, you set it up yourself on the platform with AI, alongside the rest of your marketing: it includes 10,000 credits a month and 1 brand. If you would rather our team handled the strategy, the calendar, the setup and the monthly report, the Fully Managed plan is priced on a custom quote. Prices exclude VAT, paying annually gets you 2 months free and there is no lock-in.
See plans and pricingTrust and security
All in one place
Forms, WhatsApp, ads and website on the same platform.
No lock-in
Cancel whenever you like, with no penalties.
You choose how
Run it yourself on the platform or hand it to our team.
How we work
We run it for you
End to end: strategy, execution and continuous optimization, with no agency fee and no lock-in.
You run it
You get the same tool we use: refined over years of experience and powered by AI, so you can use it from day one with our support.
Frequently asked questions
- I would like a team to run my WhatsApp lead capture. What options are there for small businesses?
- With the CustomIQ Fully Managed plan, our team handles the strategy, the setup of your forms and WhatsApp links, the calendar and the monthly report. The price is a custom quote based on your brands and services. If you would rather do it yourself, the Individual plan costs €97/month (plus VAT).
- What is the difference between plain WhatsApp Business and using a platform like CustomIQ?
- WhatsApp Business lets you serve your customers from your phone. CustomIQ adds what surrounds it: instant forms in your ads and on your website, direct WhatsApp links and leads organized and ready to answer, on the same platform as your campaigns. That way you know where each lead comes from and none slip through.
Questions this page answers
If you have asked yourself any of these, you are in the right place.
- ?I would like a team to run my WhatsApp lead capture. What options are there for small businesses?
- ?What is the difference between plain WhatsApp Business and using a platform like CustomIQ?
Shall we start?
Start free or tell us about your case on WhatsApp. No agency fee, no lock-in.