Enquiry to opportunity
- The problem
- A new enquiry lands in an inbox. Someone copies the details into the CRM, checks it's a fit, finds the right person, drafts a reply — and the follow-up lives in their head.
- The fix
- Enquiries are read, structured and routed automatically. Replies are drafted, follow-ups scheduled. People step in where judgement actually matters.
- The outcome
- The same enquiry reaches the right person in minutes, with the admin already done.
- The commercial outcome
- Faster response, zero missed follow-ups, more enquiries converted — without more headcount.
Drag the line — before to afterTap SHOW ME BETTER
How it usually goes
ENQUIRY
INBOX
SPREADSHEET
CRM
SALES PERSON
FOLLOW-UP?
✕ MANUAL✕ REKEYED✕ WAITING✕ DEPENDS ON MEMORY
MANUAL STEPS 6 → ?REKEYING 3 → ?RESPONSE HOURS → ?
SAME ENQUIRY. FAR LESS ADMIN.
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