With these tools you capture customers from your website, follow up by email at the time you choose, group contacts by company and close the sale with a quote your customer accepts online.
Lead capture forms for your website
In Management → Forms, create a form: choose which details it asks for (name, email, phone, company, message and up to 5 custom fields), which are required, the button text and the thank-you message.
- Share it with its link or add it to your website with the embed code (an iframe you can paste into any page).
- Each submission creates the contact or completes the one you already have with that email or phone, without deleting what you already knew. The message and custom fields are saved as a note on the contact.
- You can have the contact join a pipeline (in its first column) and get labels. You get a new-lead notification.
- The person must agree to the processing of their data; you can add the link to your privacy policy.
- It is protected against automated (bot) submissions.
Forms per plan: 1 on Free, 3 on Lite and unlimited from the Basic plan.
Scheduling an email
In the email inbox, while writing a reply, click Schedule and choose the day and time (in your organisation’s time zone). The email goes out on its own at that time; until then you see it above the message field and can cancel it. If it cannot be sent, the bell lets you know. Scheduled emails cannot carry attachments.
Companies
In Management → Companies you have each company’s record (web domain, phone, tax ID, address, internal notes and owner) with its contacts, the amount you have in the pipeline with it and its quotes.
- On a contact’s record, choose their company or create it in one click.
- When you import contacts with a «company» column, or they arrive through a form with the company field, they are linked to their company automatically (created if it does not exist).
- Deleting a company does not delete its contacts.
Available from the Basic plan.
Quotes
In Management → Quotes, create a quote for a contact or a company: add lines from your Products and services catalogue or type them by hand, with quantity, price, discount and tax per line. MuseRelay calculates the subtotal, taxes and total, and numbers each quote (Q-2026-0001…).
- Send by email: it goes out from your email channel with the link to the quote. You can also copy the link and send it on WhatsApp or anywhere else.
- Your customer opens it on a page with your logo, can print it or save it as PDF, and accepts it by typing their name, or rejects it.
- You can see whether they have opened it. When they accept or reject it, the bell lets you know.
- When accepted, its pipeline card takes the total as its amount and moves to the won column.
- An answered quote can no longer be changed; you can duplicate it to make another one. After its valid-until date, it expires.
You can also create a quote from the contact’s record, the company or the pipeline card. Available from the Pro plan.
Custom roles
In the workspace settings, under Users, click Custom roles and create roles such as «Sales» or «Front desk»: each one has the permissions of a base role (admin, supervisor, agent or viewer) and hides the sections that person does not need (for example, telephony or the balance). Hidden sections do not appear in the menu and cannot be opened by typing the address either. The owner always sees everything. Available from the Business plan.
Contact change history
In each contact’s Activity tab you can see who changed which fields of their record (name, email, phone, company…) and when. For privacy, it records which field changed, not the previous value. On all plans.