Capture client details without repeating the same questions.

Create my free link
⚡ 2-min Setup•100% Free

The simple CRM built for local service businesses. Your client fills out the form directly from WhatsApp, and you see all requests neatly organized in your table without wasting time.

Intake Form
🔧 Ramirez Auto Care
Client
Maria Gonzalez (WhatsApp)
Required Service
Oil change and brake inspection
Availability & Urgency
TodayHigh
Request ready in your board

How it works

Three simple steps. No complex setup. No technical hassle.

STEP 01

Create your link

Register your business and get your unique link in under 2 minutes. No credit card required.

STEP 02

Share it

Send your link via WhatsApp, Instagram, or anywhere you talk to clients. One click and your client responds instantly.

STEP 03

See everything organized

Each request lands on your board with client name, issue, urgency level, and location. All in one place.

primacrm.app/dashboard
⚡ 3 new requests
Client & ContactRequested ServiceAvailability & UrgencyUrgencyStatus
Maria GonzalezOil change and brake inspectionThis weekHighNew
Carlos RuizKitchen sink water leakTodayHighIn Progress
Ana TorresWall outlet installationNext weekNormalCompleted

Built for local service businesses

If you receive inquiries on WhatsApp or Instagram and ask the same initial questions every time, PrimaCRM is built for you.

Auto Repair Shops
Plumbers & Pipefitters
Electricians
HVAC Technicians
Locksmiths & Handyman Services
Without PrimaCRM (WhatsApp Chaos)
"What exactly seems to be the issue?"
"Are you available this week?"
"Can you send me your full address?"
"Hold on, let me find it in our chat history..."
With PrimaCRM (Automated Organization)
Name, problem, and location captured instantly
Availability and urgency registered clearly
All visible in your dashboard, no scrolling through chats
Respond in seconds with a direct 1-click WhatsApp action

Business owner reviews

Real local businesses that stopped losing client info in chaotic chat logs.

Juan Ramirez
JR Auto Repair
★ ★ ★ ★ ★

"I used to ask every customer the same details on WhatsApp and lose track of messages. Now I send them the link, their info appears organized on my board, and I respond right away."

Monica Perez
Perez Plumbing
★ ★ ★ ★ ★

"My customers fill out the form in 2 minutes from their phones. I know exactly what needs fixing before I even give them a call."

Roberto Lopez
Cooling Tech Services
★ ★ ★ ★ ★

"Super easy to share on Instagram and WhatsApp. Clients complete it without installing anything. Saves me hours every single week."

Frequently asked questions

Clear answers to common questions before creating your link.

Do my customers need to download an app?

No. Your client opens your unique link directly in their phone browser (Chrome, Safari, WhatsApp Web) and fills out their details in under 60 seconds without registering or installing anything.

How do I receive incoming customer requests?

Every request appears organized in real time on your PrimaCRM dashboard with client name, issue details, location, urgency level, and a 1-click button to reply via WhatsApp.

Can I use my own business name in the link?

Yes! When you sign up, you pick your business name and PrimaCRM generates your customized link ready to share on WhatsApp, Instagram, or Facebook.

Does it cost anything or require a credit card?

It is 100% free to start. Register your business without entering a credit card.

Create your intake link today.
100% free to get started.

Register your business, get your custom link, and start sharing it in minutes. No technical setup required.

Signing up gets you your intake link immediately. No credit card needed.