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Enquiry Desk
See every enquiry in one list, with an owner
Enquiries stop being retyped and none of them waits in an inbox for somebody to notice it: every one is in a single list, has a person against it, and shows what happened last.
Today, and with it
An enquiry arrives by form, by email, by phone — and then it depends on who saw it. Enquiry Desk puts every one of them in a single list, gives it a person, and shows what happened last. Nothing is retyped, and nothing waits unnoticed.
How it works
- One list holding every enquiry, whatever route it came by
- The enquiry arrives with the details needed to answer it
- An owner and a next step on each one
- The history of what was said, next to the enquiry
- The stages named the way the business names them
- A reminder when nobody has replied
When it's not a fit
- Businesses with so few enquiries that a shared inbox genuinely suffices
- Sensitive or confidential requests
- Incomplete submissions needing a human read
- Decisions requiring judgement, not routing
- Sales that live inside a customer portal we do not control
What we'd ask you
- Where enquiries arrive today, all the routes, and how many a month
- What happens after one is submitted today
- Who owns an enquiry once it arrives, and who should see which
- The stages an enquiry actually passes through here
- What counts as closed, won and lost
- Destination system, if any
How we check it pays off
- Count how many enquiries a month actually arrive
- Measure current handling time per enquiry
- Agree the stages, and the lead fields that must be captured, before building any of them
- Confirm who is allowed to see what
- Confirm integration access to the destination system
Size: a medium piece of work — an estimate, not a quote.
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