See new enquiries first
Website forms and website assistant hand-offs land in one list. Spam is filtered out before you see it.
Enquiries and customers
Every enquiry and every customer, in one list
Messages from your website arrive in one place with spam filtered out. Reply, assign, add a follow-up and keep the whole history on the customer's record, so nothing is forgotten and nothing is typed twice.
- Available now
Sample ElectronicsA
Enquiries
Every message from your website, in one list.
Meera Shah New40 display units for a showroom
Karan Mehta NewDelivery to Pune and installation
Farah Khan RepliedCatalogue and lead time
Dev Kulkarni DoneWarranty question on an invoice
Meera Shah
New- meera@example.com
- Phone
- +91 98765 00000
- Company
- Shah Retail
- Product
- Display unit, 32 inch
- Quantity
- 40
Looking for 40 display units for our new showroom. Can you send a quotation?
Create a quotationAdd a follow-upReply
What you can do
Answer faster and remember everything
Built for the person who answers the phone, the owner who wants to know what is waiting, and the colleague who takes over tomorrow.
Assign and reply
Give an enquiry to a colleague, reply, change its status and note what happened.
Never forget a follow-up
Add a follow-up with a date. Follow-ups that are due show on the home screen.
Go straight to a quotation
Start a quotation from an enquiry without typing the customer again.
Stages and tags
Mark where each customer is (New, Talking, Quote sent, Won, Lost) and group people with tags.
Bring your list with you
Import contacts from a spreadsheet saved as CSV. Export or delete one person's data with the privacy tool.
One record per customer
The whole conversation, on one page
Calls, WhatsApp chats, notes and meetings are added to the customer's timeline. A colleague can pick up where you stopped.
- Calls, WhatsApp messages, e-mails, meetings and notes are kept in date order.
- Follow-ups sit beside the timeline and show on the owner's home screen when they are due.
- The same customer is used for the quotation, the invoice and the message, so details are typed once.
Sample ElectronicsA
Meera Shah
Shah Retail
Stage and tags
Stage
NewTalkingQuote sentWon
Tags
showroomretailfestival
- Phone
- 98765 00000
- Source
- Website
Timeline
- Call Today, 11:20 · Asha
Asked about delivery to Pune. Wants installation too.
- WhatsApp Yesterday · Asha
Sent the catalogue and the lead time.
- Note 3 days ago · Ravi
Opening a second showroom in March.
Follow-ups
AddCall to confirm the quantityDue tomorrow · Asha
✓
Send the catalogueDone yesterday
Automatic follow-ups
Let the routine part look after itself
Ready-made rules create a follow-up for each new enquiry, remind you about enquiries nobody has answered, and warn you before an invoice is due. They help your team; they never contact a customer.
- Switch a rule on or off yourself. Each rule keeps a history of what it did.
- A rule can alert you about an important enquiry by keyword.
- Reminders arrive in the portal and, for the team, by e-mail when the platform's mail service is set up.
Sample ElectronicsA
Automatic follow-ups
Ready-made rules that do the repetitive part. They never message a customer.
Follow up every new enquiryCreates a follow-up task for your team
Remind me before an invoice is dueAlert a few days before the due date
Tell me when my website has a problemAlert for an unreachable site or certificate
Remind me before a festivalPrepares a draft campaign for you to approve
Who it is for
Anyone who talks to customers
The owner
See new enquiries, follow-ups due and open requests on one screen when you start the day.
The person on the phone
Find the customer, see what was said last time, add a note and set the next step in a few clicks.
Related
Quotations and GST invoicesMake a quotation in three short steps, turn it into a GST invoice, share the PDF and record payments.Campaigns and customer messagesPlan campaigns and prepare customer messages that your team sends from their own WhatsApp or SMS app.How WEKRAM BIZ worksFollow a sale from enquiry to payment and a purchase from order to supplier payment, and see which information is reused at every step.
Stop losing enquiries in the inbox
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