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Built-in Mini CRM

EasySite comes with a Built-in Mini CRM, eliminating the need to integrate an external one. Each time you create a form, EasySite automatically sets up a Mini Crm within your project and handles the creation of all necessary keys and attributes for you. You can search the data in the same way you would search a database.

To view data collected in real time:

Step 1. Enable Database and Choose EasySite Database Type​

Locate and click the "Database" button in the top right corner of your project. Click "Enable Database" button, choose "EasySite Database" Database Type and Save

Step 2. Prompt to create a form​

create a signup/signin

A signup/signin button will be implemented. When the user clicks the button, a signup/signin form will appear, prompting them to enter their email and password. For account activation during signup, a verification link will be sent to the provided email address.

Step 3. Go to your Project Admin page.​

  • Click the "Project Admin" button to open the Mini CRM panel.

  • This feature enables you to manage and monitor your data easily, without requiring any additional setup.