Customer requests don't get lost between sales and production

We collect inquiries from email, your website, phone, CRM, and other channels into a single managed process — from the first contact through to the order and its handoff to production.

Discuss your process
We build on top of your existing systems
No need to fully replace your CRM or ERP
You can start with a single process
We start by mapping the current path a request takes

Where do requests get lost most often?

This is your situation if

Requests come in through different channels

Email, your website, phone, Excel, CRM, and messaging apps aren't gathered in one place.

Requests get lost between departments

Sales pass information manually, and some details never reach production.

Data gets entered twice

Staff copy the same information from one system into another.

No one is clearly responsible

It's unclear who should handle a request, and what the next step is.

How a request flows through the process

  1. 1

    Registration

    The inquiry is captured automatically regardless of the channel.

  2. 2

    Classification

    Its topic, customer type, and priority are determined.

  3. 3

    Assignment

    The request is assigned to the right person or department.

  4. 4

    Proposal

    The data is used to prepare a quote without re-entering it.

  5. 5

    Order

    Once agreed, an order is created with a full history.

  6. 6

    Production

    The needed information moves forward without email chains or Excel.

What can be connected

  • Website and forms
  • Email
  • CRM
  • ERP
  • Excel and Google Sheets
  • Messaging apps
  • Internal databases
  • Production and warehouse systems

Example scenarios

1

Website inquiry

Form → CRM → sales rep assigned → quote prepared → order.

2

Email inquiry

Message → data extracted → registered → responsible person notified.

3

Repeat customer order

Follow-up request → data pulled in → priced → sent to production.

Result

  • Every request is registered
  • The responsible person is always visible
  • Data is never entered twice
  • Orders reach production with complete information

Who this helps

Want to see exactly where requests are getting lost in your company?

In 20–30 minutes we'll map the current path a request takes and see whether it's worth automating.

Discuss your process

No obligation to commission development work.