Boost Efficiency with Our Inquiry Management Dashboard – Try It Now!

Transform your inquiry process for quicker responses and greater efficiency. Experience seamless management with just a click. Try it now!

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Get started with 2 months of free access to our powerful Inquiry Management Dashboard. Try it risk-free and boost your team’s efficiency today!

40% Off for 6 Months + Free Customization!

Contact Today! Buy now and get 40% off for 6 months with free portal customization. Hurry, this offer is available only for the first 200 clients!

Get 60% Off for 12 Months + Free Portal Customization + Free Web Audit!

Buy now and enjoy 60% off for 12 months, free portal customization, and a free web audit. Limited to the first 50 clients

How It Works (Option 1)

Admin

Controls the whole system, assigns inquiries to managers.

Agent

Works on assigned inquiries and follows up with clients.

How It Works (Option 2)

Admin

Controls the whole system, assigns inquiries to managers.

Manager

Receives inquiries from Admin, and delegates to Agents.

Agent

Works on assigned inquiries and follows up with clients.

Demo Accounts

Admin

Username: admin@demo.com

Password: admin123

Login as Admin
Manager

Username: manager@demo.com

Password: manager123

Login as Manager
Agent

Username: agent@demo.com

Password: agent123

Login as Agent

🔍 Admin Inquiry Overview

Data Centralization
  • Reduce duplication of data and improve accessibility.
  • Enhance processing and analysis efficiency.
  • Improve quality, accuracy, and security of data.
Features
  • Auto duplicate check by Email, Phone & IP.
  • Inquiries can be assigned or flagged as invalid.
  • Bulk call blast uploads and distribution to agents.
  • Track pending inquiries across system roles.
Inquiry Insights & Reporting
  • Filter reports by date, team, agent, or status.
  • Track duplication by Email, Phone, IP.
  • Export full reports by inquiry type or status.
Lead & Client Data
  • Centralized client offers list and inquiry details.
  • View contact form data and follow-up status.
User & Role Management
  • Enable/Disable, Add, or Edit Admins, Managers, Agents.
  • Manage team roles and team names (e.g. Smashers).
System Logs
  • Login activity across all roles.
  • PIN-protected secure action logs.
Website & Import/Export
  • Connect and manage multiple inquiry source websites.
  • Import inquiries from Excel (e.g. Facebook leads).
  • Export full reports by filters.
Inquiry Source Types
  • Supports WhatsApp, Referrals, Campaigns & more.
  • Customizable source types available.

👨‍💼 Manager Portal Overview

Inquiry Handling
  • Assign inquiries to agents with instructions.
  • Status auto-updates: Shared, Pending, Viewed.
  • Unshared, unviewed, and pending views available.
  • Reassign or return inquiries when needed.
Reporting & Analytics
  • Daily summary reports by team or agent.
  • Filter by agent, status, or team name.
  • Inquiry history logs with audit trail.

🧑‍💼 Agent Portal Overview

Dashboard & Inquiries
  • Pending inquiries list for follow-up.
  • Search by client phone number.
  • Add inquiries manually by source type.
  • Set follow-up reminders per client request.
Reports & Policy Access
  • View 60-day inquiry report history.
  • Track pending responses with alerts.
  • Portal displays status guidelines and company policies.