Join a Collective &
Manage Assigned Deals
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.
Get started →How It Works
From form submission to closed deal
in three steps
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.
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.
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
AutomationSend personalised follow-up emails automatically when a lead arrives or changes status.
Google Sheets
AutomationAppend a row to any spreadsheet every time a lead is created or updated.
Google Drive
AutomationAttach Drive files to leads and share documents directly from your pipeline.
Send instant WhatsApp messages to leads or team members when key events occur.
Brevo
AutomationSync contacts to Brevo lists and trigger email marketing campaigns automatically.
Tally
Lead sourceConnect your Tally forms to CollectivePlace and receive leads the moment they submit.
Typeform
Lead sourceRoute every Typeform response directly into your CollectivePlace pipeline.
Webhooks
Lead sourceAccept leads from any source — Zapier, Make, n8n, or your own custom webhook.