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Enquiry Capture & Follow-up

Give every enquiry a clear next step.

Connect the channels where enquiries arrive with the system your team uses to manage them. Capture useful details, match existing contacts, assign an owner and prepare the next reply without leaving the follow-up to memory.

Discuss your enquiry workflowSee the approach

How it works

A new enquiry. A clear next step.

Keep the request, the owner and the follow-up together.

  1. 01

    Enquiry arrives

    Capture enquiries from the channels you connect.

  2. 02

    Record & owner

    Organize the details and assign the next step.

  3. 03

    Reply ready

    Prepare a follow-up for your team to review.

What you get

  • Enquiries in the right place

  • A responsible owner

  • A follow-up ready for review

Before we start

A few useful details.

What this solution covers

Turn enquiries into assigned records and follow-up drafts.

  • Enquiries recorded with their source and useful details
  • An owner and next step for each captured request
  • Follow-up drafts and reminders inside the agreed workflow
What comes with it
  • Agreed intake channels connected to your CRM or tracker
  • Field mapping, contact matching and exception handling
  • Assignment rules, follow-up tasks and reply drafts
  • Test enquiries and an operating handover
What we need from you
  • The channels and CRM you want to connect
  • Your required fields and lead assignment rules
  • A team member responsible for exceptions and replies
Access & control
  • Only the agreed channels and CRM records are included.
  • We confirm account permissions, platform plans and messaging rules before scoping a connection.
  • Outbound replies can remain under your team's review, with repeat submissions and failed transfers handled explicitly.
Can we keep our existing CRM?

Usually. Tell us the CRM and the records you need to create or update. We check its connector or API, account plan and field requirements before quoting the work.

Does this include WhatsApp?

A supported WhatsApp Business Platform connection can be scoped where appropriate. Personal WhatsApp accounts and business API accounts have different capabilities and requirements.

Do we need AI for every step?

No. Capture, assignment and reminders often work best with clear rules. AI is useful where interpreting a request or preparing a draft adds value.

Start with a conversation

Let’s put it to work.

Tell us the task and the tools you use.

Discuss your enquiry workflow