Inquiry follow-up board for service teams
A small workflow board keeps inquiry status, ownership, and next steps visible when requests arrive through forms, email, phone, or referrals. It is a narrow first workflow, not a CRM replacement. This page covers fit, scope, guide prices, boundaries, and common questions. The demo is only the quick visual sample.
When it is worth it
When real requests arrive through several channels but status and next steps are scattered across inboxes, chats, spreadsheets, or memory.
Starting point
Requests arrive, but nobody has one reliable view of what needs a reply.
Approach
A narrow board with agreed status columns, owner when needed, request type, next step, and short notes.
Outcome
Fewer missed follow-ups and clearer status before calls or weekly check-ins.
Where this pattern often fits
Email & forms
Requests already arrive, but follow-up status is hard to see.
Phone & referrals
Someone needs to log who asked, what they need, and what happens next.
Ads & campaigns
Campaign replies need one place for status and next action.
Small core team
A few people need the same view without a full CRM rollout.
Typical first project
Often begins as one narrow workflow board with agreed statuses, accountable owners, and next steps—named in the quote instead of pretending to replace a CRM overnight.
Usually includes
- Agreed status steps
- Request type and owner fields
- Notes and next step
- Simple filter or view
- Short handover and upkeep notes
Often handled separately
If needed, these can be added to the quote before work starts.
- Full CRM migration
- Deep email synchronization
- Advanced reminders or complex workflows
- Complex permission systems or larger team roles
Typical guide prices
Guide prices and starting points—not fixed packages. The written quote sets the fee, what is included, and what is out.
Small manual tracker
from €1,500
Usually when the team logs requests by hand but needs one shared board with agreed steps.
Tracker with form or source connection
from €2,000
Usually when inbound forms or agreed sources should land in one board with clear boundaries.
Roles, filters, or light automation
from €3,500+
Usually when different views, ownership rules, or light automation need to be scoped.
Integration-heavy scope
Per quote
Usually when several systems need ongoing connections or more custom rules.
Connected tracker work often starts around €2,000 when structured requests should feed into the board.
FAQ
Can this replace our CRM?
No. It is a scoped workflow board for status and next steps. Existing CRM tools can stay in place unless a deliberate replacement is quoted.
Can it start from a spreadsheet?
Yes, if that is the current source of truth.
Can emails or forms feed into it?
Often yes, if scoped clearly.
Can different people own requests?
Yes, owner fields and simple views can be part of the first version if needed.
Send your current inquiry workflow, follow-up problem, or one sentence on what should improve. You will get a straight reply on fit and the likely next step by email.