Capture and convert enquiries
Move enquiries from staff, website, phone, WhatsApp, Facebook and Instagram into a single client acquisition flow.
Connected client operations, shaped for the way your business works.
How the workflow runs
Every step remains inside the resolved subscriber workspace.
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01
Record source and consent
The action is role-aware, entitlement-checked and retained where evidence is required.
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02
Assign an owner and next action
The action is role-aware, entitlement-checked and retained where evidence is required.
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03
Convert into a client without re-entry
The action is role-aware, entitlement-checked and retained where evidence is required.
Configured for the team, protected by the platform.
Industry terminology changes what people read while stable internal records and permissions preserve dependable behaviour.
Questions about this workflow
Can this be enabled per subscriber?+
Yes. Global availability, package entitlements and subscriber overrides are evaluated together.
Does changing terminology alter stored records?+
No. Display labels can adapt to the industry while stable internal identifiers remain unchanged.
