Every conversation.A place to continue.
When the phone rings between inspections, the next action can get lost. Give every enquiry a place and every follow-up a date.
Start the conversation.
Review the property and contact Jordan about the requested inspection.
Customer is arranging access with the selling agent.
Fictional business and sample data. Explore the idea here; configure your business in your workspace.
A clear next step for every enquiry.
Inspection CRM software to organise incoming leads, customer details, quotes and follow-ups in one tenant workspace.
Look a little closer.
Each detail has a job to do.
Choose one to see how it works.
Know where it stands.Know what comes next.
Organise new enquiries, contacted prospects, quotes and bookings by their current status. Find the work that still needs a response.
Explore lead pipeline 02 / Customer recordsThe person. The property.The conversation.
Keep customer details and enquiry context in a searchable workspace. Give the next conversation a useful starting point.
Explore customer records 03 / Follow-ups & notes“I’ll get back to you.”With a place to remember.
Give the next customer action a date and keep useful notes with the lead. See scheduled follow-ups from your business overview.
Explore follow-ups & notesFrom the first step.
To the useful result.
- 01
Capture the context
Keep customer contact details and requested services alongside the enquiry.
- 02
Move the work forward
Update lead status as a conversation turns into a quote and a booking.
- 03
Pick up where you left off
Use notes and scheduled follow-ups to prepare your next conversation.
Let’s clear
things up.
Want to talk through your particular setup?
Talk it through with usIs this designed for inspectors?
The workflow connects inspection enquiries, property details, services and quotes. It is designed around running an inspection business.
Can I enter a phone enquiry?
Yes. You can create a lead manually and manage its status and follow-up in the same workspace.
More room for the
business you want to build.
Bring your services, your questions and your ambitions. We’ll bring the platform.