Make every new enquiry easier to act on.

When enquiries arrive without a clear next step

Leads often enter through several channels, arrive with incomplete details or wait for someone to assign them. We help define what counts as a valid enquiry, what information matters and who should receive it.

What we build

• Capture and normalisation across agreed lead sources
• Contact matching and duplicate checks
• Qualification rules based on your actual sales process
• Owner assignment, notifications and follow-up tasks

Example: route a website enquiry

A new form entry is checked, matched to an existing company where possible and assessed against agreed criteria such as service interest and region. A suitable owner receives the enquiry with its source and any missing details.

An uncertain fit goes to a review queue. A low score should not silently remove a legitimate enquiry from view.

Keep qualification explainable

We review routing decisions against sample enquiries and make the reason for each assignment visible. Your team approves qualification criteria and any customer-facing messages. We also check repeated submissions and leads that do not fit the normal categories.

What to bring

Bring anonymised enquiries from different channels, your qualification criteria, ownership rules and examples of leads that were difficult to route. Include the follow-up process your sales team actually uses.