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.
- Sales teams managing email and form enquiries
- Service businesses with inconsistent follow-up
- Owners who need visibility over new requests
A clear next step for your team
Illustrative workflow · Tailored to your business
The approach
From the request to a useful result.
An example of the workflow we can tailor to your tools and working process.
Capture the enquiry
A connected form, mailbox or supported business messaging channel receives a new request.
Match and organize
Extract the agreed fields and check the CRM for an existing contact or open opportunity.
Assign the next step
Create or update the record, select the responsible person and set the follow-up task.
Review and follow up
The team reviews the prepared reply and sees requests that still need attention.
An illustrative enquiry-to-CRM flow with a reviewed reply. The channels and matching rules are defined for your business.
A clear first scope
Know what we are building.
What it can help you do
- 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 the implementation includes
- 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 to get started
- The channels and CRM you want to connect
- Your required fields and lead assignment rules
- A team member responsible for exceptions and replies
Access and control
Agree the boundaries before connecting tools.
Permissions and decisions
- 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.
Connected to your work
Choose the tools around the outcome.
We select the platform and connections after reviewing your workflow, account permissions and requirements.
Platform setup options
Before we start
A few useful answers.
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 shape your enquiry capture & follow-up.
Share the task and the tools you use. We will discuss the fit, the first scope and what needs to be confirmed before implementation.