Sales systems
Enquiry Pipeline
Keep new enquiries visible and the next action clear.
£349total · one-off · stated scope
Every conversation, organisedYour customer journey↗
Customer workspaceOverview / Follow-up
NewCustomer detailsCapture the brief
ReviewProject briefConfirm the scope
Next stepFollow-up planKeep it moving
Why this work matters
What you can put to work.
Give every enquiry a place
One form feeds one customer pipeline, with up to six stages and five tracked fields.
Know who needs attention
Two approved automations record the enquiry and create a reminder, supported by three editable reply/follow-up templates.
A system you can operate
Five agreed test cases, a handover guide and fourteen days of fixes for the installed workflow. Tools and costs are agreed first.
What you receive.
- One enquiry form and one customer pipeline
- Up to six pipeline stages and five tracked fields
- Three editable reply and follow-up templates
- Two approved automations: record the enquiry and create a reminder
- Five agreed test cases and a short handover guide
- 14 days of fixes for the installed workflow