Enquiry follow-up.
From message to reply.
Connect your inbox, CRM and follow-ups. AI prepares the reply; your team sets the rules.
Discuss this workflow-
New enquiry
- Website form
Captured in your CRM
-
AI draft
- Request understood
- Your information checked
- Reply prepared
Ready to review
-
Reply sent
- Reviewed
- Sent
- Follow-up tracked
Your sending rules
- 01
Capture
Bring enquiries from your connected channels into the CRM, with the original message and the person responsible for replying.
- 02
Draft
AI uses your approved information to prepare a reply. Your team reviews it before sending.
- 03
Follow up
Track the reply and next task. Stop reminders when the customer responds or the enquiry closes.
Your team sets
the rules.
-
Choose what sends
Review every draft, or automate agreed routine replies after testing.
-
Keep decisions with people
Quotes, discounts and unusual requests go to your team.
-
Use your existing tools
We check access and compatibility before connecting them.
One place to track replies.
BEFORE
- Enquiries in your inbox
- Messages in different apps
- Follow-ups in spreadsheets
AFTER
Enquiries, replies and next tasks in your CRM.
Connect your enquiry process.
We agree the scope, price and running costs before starting.
Discuss this workflow