Underpin Works
Selected systems

Sales Operations

Inbound Enquiry Automation

A connected workflow that captures new enquiries, enriches prospect information, checks fit, prepares the next action and updates the systems used by the sales team.

Starts at
£2,000
Typical delivery
2–3 weeks
Ideal for
Manufacturers, exporters, agencies and B2B service teams

The problem

Sales teams at manufacturers, exporters and B2B service businesses receive enquiries across multiple channels. Each one requires manual research, data entry, a fit assessment and a follow-up decision. The same steps repeat for every lead, consuming time that should go to active opportunities.

What the system does

1
Enquiry arrives via form, email or CRM
2
Enrich with company and contact data
3
Score against fit criteria
4
Flag high-priority leads
5
Prepare next-action summary
6
Update CRM with structured record
7
Route to responsible team member

Outputs

  • Enriched company and contact profile
  • Fit score against defined criteria
  • Priority flag and routing decision
  • Next-action summary for sales team
  • Structured CRM record
  • Activity log for audit and review

Who it is for

  • B2B manufacturers and exporters
  • Agencies handling regular inbound volume
  • Sales teams with defined qualification criteria
  • Teams using a CRM they want to keep

Who it is not for

  • Businesses with no existing CRM or process
  • Teams that want fully automated responses without human sign-off
  • Low-volume teams with fewer than five enquiries per week

Start with a focused implementation.

Starts at £2,000

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