Collaborative CRM built for small teams

Your team's leads, managed together

Collective Place captures leads from any form, automatically distributes them to the right team members, and triggers follow-up actions — so your collective can focus on closing, not admin.

No credit card required · Free to start

app.collectiveplace.com / pipeline
New2

Acme Corp

Tally · Form

JL$4,200

Bright Media

Webhook

SR$1,800
Contacted2

Nexus Agency

Typeform

AM$7,500

Orbit Events

Tally · Form

JL$3,100
Qualified1

PeakSales Ltd

Webhook

SR$12,000
Closed1

SkyBridge Co.

Tally · Form

AM$9,300

How it works

From form submission to closed deal

Three steps — that's all it takes to get your entire team working on leads automatically.

STEP 01

Connect your forms

Grab a webhook URL from CollectivePlace and paste it into Tally, Typeform, or any tool. Leads start flowing in instantly — no code needed.

STEP 02

Auto-distribute to your team

Set rules to route leads by field value, round-robin, or team group. Every member always works the right leads at the right time.

STEP 03

Automate follow-ups

Trigger emails, WhatsApp messages, Google Sheets rows, or any webhook the moment a lead arrives or a status changes. Your workflow, on autopilot.

Features

Everything your team needs to close more

One platform that replaces the spreadsheet, the group chat thread, and the forgotten follow-up email.

Kanban Pipeline

Drag-and-drop lead cards across fully customisable stages. See exactly where every deal stands at a glance.

Workflow Automations

Trigger Gmail, Google Sheets, WhatsApp, Brevo, and external webhooks based on lead events or status changes.

Smart Lead Distribution

Route leads to members or groups automatically — by condition, round-robin, or any custom rule you define.

Financial Reporting

Track revenue with custom fields, formulas, and grouped reports. Know exactly where your money is coming from.

Planning Calendar

Visualise your pipeline on a timeline based on any date field — perfect for event teams and project-based work.

Multi-channel Notifications

Keep your team in the loop via email, SMS, push, and in-app notifications — so nothing slips through the cracks.

Integrations

Connects to the tools you already use

Plug CollectivePlace into your existing stack in minutes. No engineers required.

Gmail
Google Sheets
Google Drive
WhatsApp
Br
Brevo
Tally
Tally
Type
Typeform
Webhooks

Plus any tool that accepts webhooks — including Zapier, Make, and n8n.

Ready to stop managing leads in spreadsheets?

Join teams that have replaced the chaos with Collective Place.