Enquiry
From first question to known customer.
Enquiry brings the questions from your forms and mailboxes into one list. Give each to the right person, and turn the real ones into customers and leads.
People ask a business things in many places.
So enquiries slip.
Each lands somewhere different
The website form goes to one place and the sales mailbox to another: a shared inbox, a spreadsheet, a notification nobody owns.
Answered twice, or not at all
Two people answer the same enquiry, or nobody does, because each thought the other had.
Copied by hand
A good enquiry is typed into the customer list by hand, and again into the sales pipeline.
One front door.
Captured as sent.
Share a form by its own link or QR code; it asks the sender to prove they are a person, then thanks them. Form enquiries, mail to a mailbox the form watches, calls your team types in and imports land in one list, with their source.
- Forms built without code
- The details you choose to ask
- Your own questions
- Short link and QR code
- A person check on your forms
- Your thank-you message or page
- Mailboxes a form watches
- Entry by hand and import
On the right desk.
One owner for each enquiry.
Give each enquiry to one person, and mark what it is about and how urgent it is. Whoever answers enquiries can take one nobody owns, and keeps notes for the team.
- Given to one person
- Take one nobody owns
- Handed out by those allowed
- What it is about
- How urgent it is
- A status on each enquiry
- The sender’s emails and phones
- Notes for the team
Turned into business in one step.
Every enquiry ends on purpose.
When an enquiry is real, turn it into a customer, or a customer and a lead, and the lead points back to the enquiry. One that isn’t is discarded and can be reopened; one turned into business stays turned.
- Turned into a customer
- A customer and a lead in one step
- The person goes to Contacts
- The lead goes to Leads
- The lead points back to the enquiry
- Turned is final
- Discard what isn’t real
- Reopen a discarded enquiry
Works with Contacts
and Leads.
Contacts and Leads own what comes after: an enquiry hands the person to Contacts and the lead to Leads.
For any business
that new people ask.
Give each form the questions your business needs answered, up front.
Distributors and wholesalers
A dealer-application form and a price-request form, each real one turned into a company and a lead.
Manufacturers
A quote-request form asking quantity and delivery country; urgent ones marked and handed to sales first.
IT services and managed service providers
The sales mailbox watched, and a real enquiry turned into a lead with the company.
Clinics, labs and wellness
A short form with a phone and the person check against spam, turned into the patient once real. Medical details stay in clinical systems.
Interiors, construction and contractors
A form with the site address, turned into a customer and a lead.
Shops and local services
Calls and walk-ins typed in by hand, beside the form.
Questions and answers.
Something else? Talk to us
From your forms, opened from your website, a short link or a QR code; from a mailbox a form watches; typed in by hand after a call or a walk-in; or imported from a spreadsheet. Each arrives in the same list, with its source.
No. Choose which details to ask and which are required, set the thank-you message or page, and add your logo, heading and introduction. Every form asks for an email or a phone, so the sender can be answered.
Forms ask the sender to prove they are a person.
Yes. The form thanks them with your own message, or sends them to a page you choose.
The person it is given to. Each enquiry has one owner and is marked by what it is about and how urgent it is. Whoever answers enquiries can take one nobody owns.
Turn it into a customer, or a customer and a lead, in one step. The lead opens in Leads, pointing back to the enquiry.
Discard them. A discarded enquiry can be reopened; one turned into business stays turned, and its status, owner and tags no longer change.
It’s included with any paid app: Desk, Space, Leads or MDM. Each paid app has one 30-day trial.