01 / REQUESTS & QUOTES

Know which customer
needs a reply.

A request arrives by email. The details go into a spreadsheet. A quote is sent, but the next step stays in someone’s head.

Illustrative scenario, not a completed client project. Scope and costs depend on your workflow and existing tools.

A practical first version

One request form and a shared list showing the owner, status, and next follow-up date. Staff review prices and send customer messages.

What we need: Your request fields, quote stages, and a person responsible for each step. Requests from calls or other channels can be entered manually at first.
Boundaries and security: Individual staff accounts, access limited by role, and a record of status changes. No automatic pricing, booking, or customer messaging in the first version.
How we check it works: Submit sample requests, assign them, and confirm that overdue follow-ups appear in the right person’s list. Measure missed follow-ups and handling time during a pilot.

Tell me how you handle it today. We’ll check your existing tools and agree on a useful first step.