Forms · CRM
Customer work, kept moving.
Capture enquiries, manage customer records and track the next step with Topolo Forms and CRM.
Connect an existing Topolo account
npm install --global @topolo/cli && topolo auth login && topolo setup && topolo doctorCustomer operations
What you can operate.
Use the capabilities available to your account in the relevant business workspace.
Capture enquiriesPublish forms with the fields and validation your intake needs. Review responses in a shared submission queue.
Keep customer contextWork with contacts, companies and deals as structured CRM records your team can return to.
Track the next stepCreate follow-up tasks and keep pipeline work attached to the customer and opportunity.
An example
From first step to result.
An illustrative sequence to adapt to your business and available app actions.
PrepareCollect an enquiry through a published form.
ReviewReview the response and prepare the relevant CRM records.
Follow throughAssign the next step and keep the opportunity current.
Try it with your agent.
For a connected Topolo account. Copy this prompt into your AI harness.
Use Topolo Forms and CRM to set up an enquiry intake process for our product-design consultancy. Collect name, work email, company and a short project brief, including the information needed to qualify teams preparing to improve an existing digital product. Reuse an existing suitable form and CRM pipeline where available. Configure the supported native handoff to create or update the customer record and assign a follow-up task to the current sales owner. Check field mappings and duplicate handling, then show the form preview, CRM destination and any activation steps requiring approval.Connect your AI tools.
Explore the actions your account can use, then start with one workflow.
Connect an existing Topolo account
npm install --global @topolo/cli && topolo auth login && topolo setup && topolo doctorBusiness infrastructure for the agent era.