No more enquiries lost in an inbox.
The problem
Requests come from everywhere. Tracking happens nowhere.
A phone call, an email, a social media message, a form: every request arrives through a different channel. Notes end up in a notebook, emails stay unread as reminders, and some get lost. Quotes go out, but nobody knows which ones to chase.
Sound familiar?
- 01You don't know how many requests are waiting.
- 02Quotes are never followed up.
- 03There's often a missing detail before you can price a job.
- 04Several people reply without seeing the same history.
Our answer
A board shaped around the way you sell.
We build a simple tool with your own stages: new request, missing information, quote sent, follow-up, accepted. Each record keeps contact details, notes and the next action. It isn't a full CRM: it's the essentials, done well.
What it can include, depending on your project
- 01Request board organised by stage
- 02Customer records with contact details and notes
- 03Quote status tracking
- 04Next actions and follow-ups list
- 05Missing-information flags
- 06Requests received straight from your website form
- 07Secure access for you and your team
Who it's for
Examples, not limits.
These situations are examples. If your business isn't listed, that's exactly what we'll look at first.
Building trades
Track site visits, quotes and follow-ups job by job.
Service business
Bring together requests received by phone, email and website.
Catering, events
See which dates are pencilled in and which quotes await an answer.
How it works
How this kind of project runs.
- 01
Observe
How a request arrives, who handles it, where it gets lost.
- 02
Scope
Stages, information to keep, access rights.
- 03
Build
The tool, tested against your real situations.
- 04
Support
Onboarding, then adjustments after the first few weeks.
What affects the quote
- Number of stages and fields to track
- Number of users
- Connection to your website form
- Import of existing data (spreadsheet, notebook)
- Notifications and reminders
Priced on quote. Every project is scoped around your needs, your goals and the features required. The quote sets out what's included before you commit to anything.
FAQ
Frequently asked questions.
Can't find your question? Get in touch or email us at contact@amyn.agency.
Not in the sense of a complete sales management suite. It's a tracking tool designed around your stages, with the essentials: requests, customers, quotes, follow-ups and notes. It can grow as your needs do.
Access is protected by login, and your customers' data is only used for your business. Hosting and security measures are agreed during scoping, before anything goes live.
Yes. Exporting your data is planned from the moment the tool is designed.
Often paired with
- 06Client onboardingA clear welcome journey, so every new client knows what to do, what to send and what to expect.Explore
- 01Website & redesignA professional website that loads fast, reads well on a phone and is built around what your customers actually come looking for.Explore
- 03Mobile appAn iOS or Android app designed for one clear purpose: your customers, your team, your work in the field.Explore