CLIENT INTAKE DESK

ENQUIRIES / FOLLOW-UPS / OUTCOMES

A QUIET PLACE FOR NEW BUSINESS

New enquiry workspace

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0

open enquiries

0

follow-ups due

0

qualified / proposal

0

converted

NO ENQUIRIES IN THIS VIEW

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Client Intake Desk records operator-entered enquiry details and outcomes. It does not send messages, score leads, manage contracts, invoice clients or verify contact details.

No accounts, cloud sync, automations, payments or client portal. One browser workspace, up to 500 enquiries. Contact details and backups are not encrypted.

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