Turning form and email inquiries into clean CRM records

The problem

Leads arrive through web forms, email, phone messages and referrals. Some get entered twice, some never get entered, and the notes are too thin to follow up well.

What SI does

SI reads each inquiry, checks for an existing contact to avoid duplicates, and fills in the record: name, company, contact details, what they asked for, budget or timing if mentioned, and how they found you. It assigns the lead by your rules and drafts the first reply or creates the follow-up task.

Examples

The same job looks different in different businesses. These are illustrations, not client results.

• Wedding photographer

  A contact-form inquiry with date, venue and guest count becomes a lead with the date checked against the calendar and a draft reply with packages.

• Commercial cleaning company

  An email asking for nightly cleaning of a 6,000 square foot office is logged with size, frequency and location, and assigned to the estimator for a walkthrough.

• Estate planning attorney

  Web inquiries are logged with the type of matter and referral source, and a conflict-check task is created before anyone replies.

What it takes to set up

Write access to the CRM limited to contacts, deals and tasks, plus the form tool and inbox. Your assignment rules. Setup is often a few days.

Try it yourself

Paste this into your SI tool of choice and swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.

For each new inquiry in [form/inbox], check [CRM] for an existing contact by email and phone. Create or update the contact with name, company, what they need, timing, budget if stated and source. Assign using [rules]. Draft a first reply using [template]. List any possible duplicates for me to confirm. Pause and show me before sending, submitting, posting or changing anything.