Inquiry & CRM Automation
Turn incoming inquiries into clear next actions.
Capture customer inquiries, organise relevant information and give your team a clear next step — without repeatedly copying data between systems.
We build the workflow around your existing CRM, inquiry sources and responsibilities.
Less administration between an inquiry and a response
An email arrives or someone completes your website form. Your team needs to identify the customer, record the request and decide who should respond.
We automate suitable parts of this process so your team can focus on the conversation.
What your solution can include
Capture inquiry details
Collect agreed information from supported sources, such as a shared mailbox or website form.
Find existing customer records
Match incoming details against accessible CRM records using agreed criteria. Flag uncertain matches for review.
Create or update records
Add new contacts or update selected fields according to defined rules, protecting existing information from unintended changes.
Assign responsibility
Route inquiries to the appropriate person or team based on agreed categories.
Create tasks and reminders
Set the next action, notify the responsible person and flag overdue tasks using available status information.
Prepare or send acknowledgements
Prepare a response for approval or send an authorised acknowledgement using an agreed template.
A typical workflow
- Inquiry received
- Information captured
- Customer record checked
- CRM updated
- Responsibility assigned
- Next task created
Missing information, uncertain matches and processing errors are flagged for review.
Start with a defined scope
A first implementation can connect one inquiry source to one CRM.
Before development, we agree on the required information, record-matching rules, permitted updates and responsibilities. We assess the available interfaces and test representative inquiries before launch.
Give your next inquiry a clear path.
In a free 30-minute process audit, we review how inquiries reach your business and discuss where automation could reduce manual work.
Book a free 30-minute process audit