Inquiries are any contact between a customer or potential customer and your company: a phone call, a request on the website, or a visit to the office. In RemOnline, inquiries have a separate section that allows you to record all these interactions in one place so that no inquiry is lost and every request is processed on time, with the ability to convert leads into work orders and sales.
This section is useful for businesses that receive preliminary inquiries from customers via their website or phone calls. (For example, medical clinics, beauty salons, educational centers, service centers, online stores, etc.)
There are four different ways of creating new Inquiries in RemOnline:
Creating manually on the “Inquiries” page
Via the incoming call pop-up (when VoIP Telephony is set up and running)
Automatically from your website (using API)
Automatically on missed or incoming call (when VoIP Telephony is set up and running).
RemOnline has different Inquiries types with their own Inquiry Form and preset initial Inquiry status. The Inquiry type can be changed at any stage.
For example, the Inquiry type called “Website” may have a custom field labeled “Promo code”. And the inquiry type called “Missed call” comes up without it.
Use different Inquiry statuses to express your unique sales/marketing journey and manage every stage up to convert your potential clients into paying ones.
The Inquiry Event Feed will allow you to track and log the actions of employees as well as add comments, photos, and documents.
When a given Work Order / Sale is created from a corresponding Inquiry, both counterparts become interconnected. Eventually, this can help to easily track your progress with the conversion.
Automated alerts and notifications for clients and employees, in line with numerous setup options and configurations for the Inquiries Table, badges, custom filtering, and advanced search are equally helpful features to streamline the workflow. Especially when you have to deal with a significant amount of sales data.