Record
Quote, application and contact are different form types, in one list.
Corporate web
Forms and enquiry management
Quotes, applications and contact messages land in one panel, with the page and the campaign they came from.
- The enquiry does not disappear in an inbox
- You can see which campaign filled the form
- The team writes notes on the same record
A form that only sends email loses the request when the inbox fills up. Each submission becomes a record: name, subject, page, time and status.
The call, WhatsApp and the form are not copies of each other. All three are measured, so you can see which path the ad filled. The privacy notice sits next to the form.
What is included
Source
Page, campaign and device are stored. You do not dig through an archive to see where it came from.
Status
New, spoken, quote sent, closed. The inbox is not the list.
What changes?
- The enquiry does not disappear in an inbox
- You can see which campaign filled the form
- The team writes notes on the same record
- Fields you will not use are not collected
Who it is for
- Corporate sites with ad traffic
- Sales teams still tracking quotes by email
- Firms with more than one form
Questions
Before this work starts
Is Forms and enquiries fitted into a ready-made template?
Quotes, applications and contact messages land in one panel, with the page and the campaign they came from. The screen list is not frozen before discovery. The first piece is “Record”: Quote, application and contact are different form types, in one list.
Who is Forms and enquiries for?
Forms and enquiries is built for: Corporate sites with ad traffic, Sales teams still tracking quotes by email, Firms with more than one form.
What is different after delivery?
The enquiry does not disappear in an inbox. You can see which campaign filled the form. The team writes notes on the same record. Fields you will not use are not collected.
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