Solution · Customer scenario

From a received inquiry to a quote with evidence.

Make customer information, communication and quoting clear and trackable — no longer dependent on one salesperson's memory.

Inquiry-to-quote workflow illustration
Who it fits

Companies with inquiries but no systematic follow-up and quoting

  • Inquiries arrive from many places — shows, platforms, website, email — and stay scattered.
  • Customer conversations, quote history and next actions depend on personal habits.
  • Quotes have no historical basis, and reviews cannot show which quotes actually win.
Common problems

Inquiries arrive, but quoting means digging through emails and guessing

The same product gets quoted differently depending on who answers. A lost quote history is gone forever. When a salesperson leaves, customer relationships leave with them.

Services & workflow

From inquiry capture to quote review

Turn scattered inquiries and quotes into one trackable workflow:

Inquiry capture Inquiries from every channel flow into one customer system, with source and needs recorded.
Need summary AI helps summarize product range, target market and timeline, and suggests next actions.
Follow-up coordination Conversations, email threads and reminders managed in one place — teamwork instead of one-person threads.
Quote management Inquiry parsing with historical price reference; quotes, confirmations and feedback recorded. Final prices are confirmed by you.
Data review Response, quoting and follow-up data are recorded — reviews show which stages actually work.

AI assists with inquiry summaries and quote drafts; product fit, price, lead time and trade terms are confirmed by you.

Your involvement

What your team needs to do

  • Provide historical quotes and price data, if available.
  • Assign a business owner to follow up customers in the system and confirm quotes.
  • Confirm product fit and trade terms.
Scope

What is included and what is not promised

Included: inquiry capture, follow-up coordination, quote management and data review. Not included: supply-chain management and order coordination (not a delivered capability today); historical quote data is used only for your project.

Bring your latest inquiry — let us try it once

See how a real inquiry moves through organization, follow-up and quoting.

Request an inquiry & quoting assessment