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Enquiry → Customer

Turn a stranger asking a question into a customer record with a real site address, so everything that follows has something to hang on.

  1. 1

    A visitor opens the RSB Tavistock enquiry page

    Visitor

    Open on the demo ↗
  2. 2

    They fill in their details

    Visitor

    Name, a number that reaches them, the site address, and what they need.

    Open on the demo ↗
  3. 3

    They press "Send enquiry"

    Visitor

    A thank-you page. That is the whole job for the customer.

    Open on the demo ↗
  4. The system does this
    • The enquiry lands in the RSB Tavistock inbox
    • The customer is acknowledged and the office is notified
  5. 4

    The office opens the enquiry list

    Office

    Everything waiting, newest first.

    Open on the demo ↗ sign-in
  6. 5

    Open one to read it

    Office

    Exactly what they typed. Nobody can edit it.

    Open on the demo ↗ sign-in
  7. 6

    Call them, then press "Mark contacted"

    Office

    Name who owns it from here.

    Open on the demo ↗ sign-in
  8. 7

    If it is work you want, press "Qualify"

    Office

    Write down why you took it — it still makes sense a year later.

    Open on the demo ↗ sign-in
  9. 8

    Press "Convert"

    Office

    One click creates the customer, the contact and the site address.

    Open on the demo ↗ sign-in
  10. 9

    Hand it to someone else

    Owner

    The owner can do this when a colleague leaves or gets buried.

    Open on the demo ↗ sign-in
  11. The system does this
    • Send a quote and it reads Quoted; win it and it reads Won