We lose track of unanswered inquiries.
Guide + CSV trackerSet up a shared list of unanswered inquiries, who will reply, and when. Includes a blank spreadsheet and a filled example.
How to track client inquiries and repliesInquiries & proposals
From receiving an inquiry through replies and follow-ups to an accepted proposal.
Start with the situation you are in. You can use each guide on its own.
We copy form submissions by hand.
Guide + worksheetRecord each inquiry once, assign it to a teammate, and catch transfers that never reached your list.
How to turn form submissions into inquiry recordsA client has not replied to our proposal.
Guide + message templateSet a review date and name one person to reply. Use the message template, then stop follow-ups when the client responds or asks to wait.
Follow up without sending it twiceThe client said yes. What exactly was agreed?
Guide + agreement recordRecord exactly which scope, price, and proposal version the client accepted, so the team starts from the agreed offer.
From inquiry to accepted proposalOther areas
All guides →Understand the problem and go deeper
Articles explain the reasoning; practical workflows help you complete a specific task.
Decision guide
↗One contact, two projects: what is actually a duplicate?
The same email address does not always mean the same inquiry. Separate the contact, requested work, and individual messages so you do not lose a new project.
Decision guide
↗Leave your CRM without losing history and relationships
A contact list is not the whole sales story. Before changing CRM, check whether projects, activities, and their relationships can move too.
Practical workflow
↗Give colleagues access to a client mailbox without sharing its password
Two people cover a client mailbox, but both sign in with the same password.
Practical workflow
↗Move from a spreadsheet to a CRM and verify the import
Prepare field mapping, a small trial import, and checks for history and owners. A green importer message does not complete the move.
Decision guide
↗Shorten your first-inquiry form to what you need now
Ask only for what the first useful reply needs. The local form demo helps you test the questions and error handling.
Practical workflow
↗Clean up duplicate CRM contacts without losing history
Separate duplicate contacts from another job or a namesake. Prepare a controlled merge and a record of what changed.