Inquiry & CRM Automation
Give every inquiry a clear next step.
Scoped workflows that capture requests, prepare CRM records and notify the right person.
When this service is useful
Disconnected inboxes and records make follow-up slow. A pilot connects one source to one destination, with field mapping and a clear exception owner.
Scope
What we can scope together
Capture
Collect inquiry details from a defined source and prepare required fields.
Classify & route
Suggest categories and send requests to the right person.
CRM handover
Prepare or update records when access and permissions allow.
Exceptions
Flag missing info and uncertain matches, then notify the owner.
- Duplicate handling, customer-facing replies and record changes follow the permissions agreed for the pilot.
Deliverables
What you receive
Measured on missing fields, routing accuracy, duplicates and time to assign an owner.
- Inquiry-to-follow-up workflow and field map
- Routing rules and access requirements
- Working pilot for one source and destination
- Exception queue and notifications
- Tested cases and acceptance record
Process
How delivery works
- 01
Map the handover
Where inquiries arrive, what matters and who owns the next step.
- 02
Check the systems
Integration options, permissions and approval points.
- 03
Build a bounded pilot
Test with real inputs, including duplicates and incomplete requests.
- 04
Review & hand over
Agree acceptance, document exceptions and train the owner.
People and AI responsibilities
AI is used only where it suits the agreed work. People check outputs, handle exceptions and own approvals. Tools, access, fees and ongoing support are agreed before delivery.
FAQ
Questions & next steps
Do inquiries have to come from a website?
No. The source can be an inbox or another system.
Can you connect to our CRM?
We assess its integration options and your permissions during scoping.
Will replies be sent automatically?
Only if explicitly agreed. Drafting and approvals are defined separately from routing.
Your next chapter
What could work better in your business?
Bring the goal, not a perfect spec. We’ll help you find the right first step.
Discuss your project