What is Website CRM

Documentation Index

Fetch the complete documentation index at: https://lindo.ai/docs/llms.txt

Use this file to discover all available pages before exploring further.

Website CRM manages customers who interact with your website—visitors who make purchases, submit forms, or subscribe.

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Purpose

Track and manage:

• Product buyers
• Form submissions
• Customer information
• Purchase history
• Subscriptions

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Accessing Website CRM

1. Open your website in the editor
2. Click the CRM tab

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CRM Structure

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Customers Tab

Left panel shows customer list:

• Customer name/email
• Search input
• Add Customer button

Right panel shows selected customer details.

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Billing Tab

View all invoices for this website:

• Invoice list
• Invoice details
• Payment status

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Customer Details

When you select a customer:

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Info Section

• Name
• Email
• Company
• Notes
• Update/Delete buttons

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Billing Summary

• Total Billed
• Outstanding
• Paid

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Billing History

• Past invoices
• Payment status
• Actions (copy link, download, refund)

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Subscriptions

• Active subscriptions
• Subscription management

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Website CRM vs Workspace CRM

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Use Cases

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E-commerce

Track customers who buy products:

• Purchase history
• Subscription status
• Customer notes

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Lead Generation

Manage form submissions:

• Contact requests
• Quote inquiries
• Newsletter signups

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Membership Sites

Track subscribers:

• Active memberships
• Billing history
• Renewal dates