STACK Consultants

Leads

Enquiry capture

Bring website, email and WhatsApp enquiries into one owned pipeline instead of scattered inboxes.

Most popularStackFixTMStackFlowTM
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How this engagement runs

Every new enquiry becomes a record with an owner and a next step, rather than a message someone has to remember.

  1. 01

    Map the inbound channels

    We list where enquiries actually arrive and which ones never reach the CRM.

  2. 02

    Define the record

    We agree the fields, source and owner so a new enquiry is useful on day one.

  3. 03

    Connect the intake

    Forms, inboxes and messaging write into the same pipeline, with a human check where it matters.

  4. 04

    Watch what still leaks

    We review missed or unassigned enquiries and tighten the path.

What we do

  • Channel-by-channel intake review
  • CRM fields and ownership rules
  • Form, email and messaging connections
  • A simple missed-enquiry check

This sits with StackFix and StackFlow. The review is where we confirm it is the right first step.

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