
Finance Systems
Enquiry Management Software
Overview
The Tabs CMMS & CAFM Enquiry Management Software module provides a complete solution for capturing and managing sales and service enquiries within your organisation. The module enables sales and facilities teams to record, track and progress enquiries through a configurable workflow, from initial contact through to quotation and conversion.
Automated email notifications keep all parties informed throughout the enquiry lifecycle. The module provides a complete CRM-style record of all enquiry activity, including contact details, correspondence history and associated documents.
Full reporting is available across all enquiry activity, providing managers with the visibility they need to track enquiry volumes, monitor conversion rates and manage pipeline.
Who uses it
Sales teams and business development managers responsible for managing inbound enquiries and sales pipeline will benefit from the Enquiry Management module.
Facilities managers who receive requests for services from internal or external clients will find the Enquiry Management module a useful tool for capturing and tracking all incoming requests.
Key features
- Enquiry Record Management
- Configurable Enquiry Workflow
- Contact & Correspondence History
- Automated Email Notifications
- Link Enquiries to Quotations
- Enquiry Status & Pipeline Tracking
- Conversion Rate Reporting
- Document Attachment
- Integration with CRM Module
- Reporting & Analysis
See Enquiry Management Software in action
Book a demo and we'll show you how this module fits into your estate.
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