AI Inquiry Management
We connect your website forms, ads, phone calls, and CRM so every customer inquiry is captured, scored, followed up with, and routed to the right person without manual admin work.
Service starting point
Final scope depends on volume, complexity, integrations, timing, and support.
Start Your Assessment →What You Get
What's NOT Included
Add-Ons
| Add-On | Scope | Description |
|---|---|---|
| Additional location routing | After assessment | Route inquiries by branch, territory, or service area. |
| Advanced reporting dashboard | After assessment | Custom KPI dashboard for inquiry source, response speed, bookings, and revenue attribution. |
| Custom workflow setup | After assessment | One-time configuration for a niche workflow, department, or internal approval path. |
Best For
Turnaround Time
Timeline starts from signed agreement and completed intake form.
The Process
We map your inquiry sources, service areas, contact rules, intake questions, and follow-up expectations.
We connect your forms, phone system, ads, and CRM via API or webhook. If you do not have a CRM, we set up a clean starter workspace.
We build routing rules, notifications, tags, status updates, and follow-up reminders for each inquiry type.
Each inquiry is scored against your service fit, urgency, location, and completeness. High-priority inquiries trigger instant alerts.
Inquiries land in your CRM with clean source attribution. We review quality monthly and improve the workflow as volume grows.
FAQ
AI Inquiry Management
Start with the growth assessment. We will diagnose the priority, decide whether this capability belongs in the plan, and scope the smallest engagement that can solve it.