Sales
Enquiries that follow up and fill themselves in
Every enquiry becomes a ticket with an owner. Follow-ups go out on their own, and calls, meetings and chats fill in the details. The owner just approves.
- Built for
- In-house, B2B software company
- Team
- Sales and support
- Built in
- About 2 weeks
- Runs on
- Their CRM, Gmail, Fathom, Dialpad, WhatsApp, Jira
The ask
“We’re losing enquiries in the inbox, and the CRM is never up to date. Can it keep itself current?”
Before
- Enquiries waited in a shared inbox for hours
- Follow-ups depended on someone remembering
- What customers said on calls never reached the CRM
- Managers chased the team for updates every week
After
- Every enquiry is a ticket with an owner within a minute
- Reminders go out on the same thread and stop when the customer replies
- Calls, meetings and chats suggest the updates
- The owner approves everything in one click
What we built
- 01Every enquiry becomes a ticketWebsite forms and emails create a CRM ticket and assign it to the right person.
- 02Follow-ups go out on their ownPolite reminders on the same email thread, stopped the moment the customer replies.
- 03Conversations suggest the updatesGmail, Fathom, Dialpad, WhatsApp and Jira are read for new facts like price, dates and decision makers.
- 04One-click approvalNothing in the CRM changes until a person says yes.
How it was delivered
- Week 1Map and connect
Sat with the sales team, mapped the enquiry flow, connected Gmail and the CRM.
- Week 2Build and test
Follow-ups, call and meeting reading, and the approval screen, tested on live enquiries.
- HandoverTrain and hand over
Team trained in one session. They own the accounts and the setup.
The impact
Estimates, measured over the first month.
Leads left without a follow-up
▼85%fewer
Every enquiry gets an owner and a reminder.
Time to the first reply
▼10 minfrom 2 hrs
Follow-ups go out on their own.
Time spent on data entry
▼5 hrsa week, per person
Calls and chats update the records instead.
Want this for your team?
Start with a free pilot on one of your own workflows.