Notify bookings and sales when EICR enquiries arrive
Notify bookings and sales when EICR enquiries arrive
Sales reps miss EICR enquiry emails, leaving leads unassigned and losing booking momentum. It alerts staff and sends a standard quote so reps can progress and convert leads quickly.
Overview
Unassigned EICR enquiries stall bookings and let competitors win jobs. This workflow routes every enquiry to bookings and sales, issues a standard quote, and creates a CRM lead—helping ensure faster responses and far fewer missed follow-ups.
Notable Features
- Notify bookings and sales instantly
- Send standard EICR quote email
- Create lead record in CRM