Case Study: LeadChat halves sign-up time and streamlines CRM integration with Intellistack

How LeadChat Cut Their Sign-Up Process in Half

LeadChat, a service that converts website visitors into sales leads via live chat, was hampered by a paper-based onboarding process that took about 33 minutes per new customer (14 minutes to fill a form, 3 to scan/email, 12 to enter CRM data, 4 to attach scans). They needed a device-friendly, multi-signature web form that was as easy to use as Wufoo but more powerful.

After adopting Formstack, LeadChat moved to e-signature web forms integrated directly with their CRM, cutting the sign-up process to about 13 minutes and removing scanning and manual data entry. They also use sectioned forms and advanced logic to boost completion rates, freeing the team to focus on nurturing leads.

LeadChat

Gary Tramer

Co-Founder and Head of Strategy