# Enquiry Management Software

> Every enquiry from the website, email and phone in one queue - assigned, answered and tracked through to a quote, so none of them go cold in a shared mailbox.

**URL:** https://cubecrm.co.uk/software/enquiry-management-software

Most businesses spend real money generating enquiries and then handle them with a shared mailbox and good intentions. Some get answered in minutes, some the next day, and a few not at all - and nobody knows which, because nothing measures it. CubeCRM captures enquiries from web forms, email, phone and lead-generation sites into a single queue, assigns them by rule to the right person, and escalates any that nobody picks up. Each enquiry carries its source, its response time and its outcome, so you can see which channels produce customers rather than just forms, and how quickly the team really responds.

## Details

- **Solution:** Enquiry Management Software
- **Group:** Winning work
- **Platform:** CubeCRM (https://cubecrm.co.uk/platform)
- **Coverage:** Nationwide, set up in person
- **Also known as:** Enquiry management system, Enquiry tracking software, Web enquiry management, Sales enquiry software, Inbound enquiry system

## What is included

- **Web forms straight in:** Enquiry forms on your website post directly into CubeCRM with the page, campaign and source attached. No more forwarding form emails to a person who might be on holiday.
- **Email and phone captured too:** A dedicated enquiries address creates records automatically, and phone enquiries are logged in a few clicks from the same screen - so every channel ends up in one place.
- **Assigned by rule:** Route enquiries by product, postcode, size or source to the right person or team, with round-robin sharing where that is fairer than first come, first served.
- **Response times measured:** See how long each enquiry waited for a first reply, by person, team and channel. Anything unanswered past your target escalates on its own.
- **Source to sale:** Every enquiry keeps its source through to the quote and the win, so you can judge each advertising channel and lead site on customers gained rather than forms filled in.
- **Duplicates caught early:** An enquiry from an existing customer is matched to their record rather than creating a second one, and the account owner is told.

## Real-world use cases

### A shared mailbox and a guess

**Scenario:** A window and door installer received most enquiries through a website form that emailed a shared inbox. Three people checked it when they could. Some enquiries were answered twice and others not at all.
**Outcome:** Form submissions now create enquiries directly, assigned by postcode to the right surveyor. Nothing is answered twice, and anything untouched for two hours is flagged to the office manager.

### Paying for leads nobody measured

**Scenario:** A training provider paid for listings on three lead-generation sites. Nobody could say which of them produced paying customers, so all three renewals were approved each year.
**Outcome:** Enquiry source now follows each lead to the booking. One site produced most of the paid work, one produced almost none, and the budget moved accordingly.

### Existing customers treated as strangers

**Scenario:** A distributor’s enquiry form was used by existing customers as well as new ones. Repeat customers were sometimes passed to the new-business team and asked to start again.
**Outcome:** Enquiries are matched against existing accounts on arrival and routed to the account owner. Existing customers get a reply from somebody who knows them.

## Figures

- **1 queue** Web, email, phone and lead sites
- **Timed** First response, by person and channel
- **Source** Tracked from enquiry to won work

## Frequently asked questions

**Can our existing website forms feed into CubeCRM?**

Yes. Most website platforms can post form submissions to CubeCRM directly, or we provide a form you can embed. WordPress, most site builders and custom sites are all straightforward.

**What about enquiries from lead-generation sites?**

Where the site sends leads by email, a dedicated address turns each one into an enquiry with the source recorded. Where it offers an API or webhook, it can post directly.

**Can we set a target response time?**

Yes, per channel or per enquiry type. Anything that passes the target without a first response escalates to whoever you nominate, and response times are reported by person and team.

**Is enquiry data handled properly for GDPR?**

Consent and the lawful basis can be recorded against each enquiry, retention rules can remove enquiries that never became customers, and everything is hosted in the UK.

**What happens after an enquiry is qualified?**

It becomes an opportunity in the pipeline and, when you are ready, a quote - all on the same record, so nothing is retyped and the original source stays attached.

## Related solutions

- **Lead Management Software** - Capture, qualify, assign and nurture leads in one place, so sales spends its time on the prospects most likely to buy. https://cubecrm.co.uk/software/lead-management-software
- **Sales Pipeline Software** - Every opportunity on one board, by stage, with value, likelihood and next step - so the whole team can see what is live and what is stuck. https://cubecrm.co.uk/software/sales-pipeline-software
- **Customer Service Software** - Customer queries, complaints and after-sales issues logged as cases on the customer record - with owners, response targets and the sales team kept in the loop. https://cubecrm.co.uk/software/customer-service-software
- **Small Business CRM** - A CRM a small team can set up in weeks and actually keep up to date - contacts, enquiries, quotes and follow-ups without the enterprise baggage. https://cubecrm.co.uk/software/small-business-crm

## Contact

- **Product:** CubeCRM
- **Trading name of:** Cube Systems Limited (company number 17220899, ICO registration number ZC216972)
- **Email:** hello@cubecrm.co.uk
- **Sales:** sales@cubecrm.co.uk
- **Support:** support@cubecrm.co.uk
- **Telephone:** 01234 672 617 (+441234672617)
- **Address:** Unit 11, Olney Business Park, Osier Way, Olney, Buckinghamshire, MK46 5FP
- **Opening hours:** Monday to Friday, 9am to 5.30pm
- **Part of:** Crushed Ice Group (https://crushedicegroup.co.uk)
