Enquiry capture and routing
Bring website enquiries together and assign them by service, region or priority.
Process automation · LATAM
We connect websites, forms and CRM to assign enquiries, record tasks and send reminders. We use AI where it simplifies a specific task.
Explore each step to see what you can automate.
A form records the contact and enquiry in your CRM. Your team receives a notification with the details.
A rule routes the enquiry by service or region. Missing information is flagged for review.
The CRM creates a task with an owner and a due date. An AI assistant can draft a reply for your team to review before sending.
What we can implement
Bring website enquiries together and assign them by service, region or priority.
Set up tasks, reminders and stages in your CRM so the team can see which opportunities need attention.
Classify enquiries or draft replies using approved information. We define which cases need human review.
Service scope
We map where data arrives, who uses it and where manual work is repeated.
We connect forms and CRM, assign owners and define rules for missing or duplicate data.
We test realistic scenarios and document how to monitor, pause and adjust the workflow.
How we work
We review your process and choose one repetitive task to start with. We agree on rules and exceptions, test the workflow with examples and show you how to monitor it.
We first check whether your current CRM supports the integrations you need. If you do not have one yet, we can help you define the process and set it up.
We can start with clear rules for assigning enquiries and creating reminders. AI can help classify or summarise free-text messages and draft replies.
Yes. We choose one workflow, assign owners and agree on a measure, such as first response time or the number of enquiries awaiting follow-up.
Explore our Clientify CRM implementation service and our guide to processes you can automate (in Spanish).