Sales Enquiry Management

Efficiently capture, qualify, and convert incoming sales enquiries. Use real-time tracking, analytics, and workflow automation to maximize conversion rates and maintain a healthy sales funnel.

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Core Features

Complete sales enquiry management solution

Enquiry Capture

Record new enquiries with contact details, product interest, and source tracking.

Status Tracking

Move enquiries through stages: New → In Progress → Qualified → Won/Lost.

Analytics Dashboard

Visualize funnel stages, conversion rates, and lost reasons with detailed reporting.

Conversion to Order

Seamlessly convert qualified enquiries to sales orders with one click.

Smart Search & Filters

Find enquiries by contact, product, status, or date quickly and efficiently.

Bulk Actions

Update status or delete multiple enquiries at once for better productivity.

Key Workflows

Capturing a New Enquiry

  1. Click "Add Enquiry" button to expand the form
  2. Enter contact details, product interest, source, and initial note
  3. System checks for duplicate contact and warns if similar enquiry exists
  4. Click "Save" to record - enquiry appears in table and analytics dashboard updates

Qualifying and Updating Status

  1. Open enquiry details and review notes and requirements
  2. Update status as you progress through the pipeline
  3. Add notes for qualification (need, budget, timeline)
  4. Status changes reflect in analytics dashboard instantly

Converting Enquiry to Order

  1. Open qualified enquiry and click "Convert to Order"
  2. Review and confirm order details
  3. System creates sales order and updates enquiry status to Won

Ready to Boost Your Conversions?

Start tracking sales enquiries effectively today

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