Boxes to handle specific enquiries or processes
When enquiries from customers keep flooding in, it can feel impossible to stay on top of it all.
That's where Boxes comes in to help calm the chaos.
Boxes lets you easily sort enquiries into customised categories tailor-made for your business needs.
For example, you may have separate boxes to handle new enquiries, product-specific questions, new customers and more.
Just move each enquiry directly into the corresponding box. Or set up a simple automation to do the sorting for you!
This allows you to then focus on the specific workflows and processes set up within each box to efficiently manage that type of enquiry.
Boxes also helps neatly organise conversations by stage, with the ability to drag and drop enquiries as their status changes.
This gives you box specific reporting and visibility across your team allowing you to know where everything is at a glance.
That's where Boxes comes in to help calm the chaos.
Boxes lets you easily sort enquiries into customised categories tailor-made for your business needs.
For example, you may have separate boxes to handle new enquiries, product-specific questions, new customers and more.
Just move each enquiry directly into the corresponding box. Or set up a simple automation to do the sorting for you!
This allows you to then focus on the specific workflows and processes set up within each box to efficiently manage that type of enquiry.
Boxes also helps neatly organise conversations by stage, with the ability to drag and drop enquiries as their status changes.
This gives you box specific reporting and visibility across your team allowing you to know where everything is at a glance.
Why put it in Box?
Some reasons you would organise enquiries into a Box
High value product or service - You deal with these enquiries in a different way and want to run specific automations and track progress through specific stages.
Post sale delivery or your service - Once an enquiry turns into a paying customer you want to put them through your new customer onboarding flow to deliver the best service possible.
"Department or person specific enquiries"- There maybe members of your team that only deal with specific types of enquiries or departments. Perfect, create a box for them and sling those enquiries in there!
Job Applications for HR - You guessed it, different process or team member dealing with it, create a box for it.
Review or Complaints - Put these in their own box to keep track of the good and bad and where you need to improve.
You may also like
Forms to add enquiries to a specific box without the need to login
Great for the non technical on the team. Keep an "Add enquiry" form open on a tab and add and enquiry in. It will go to the right box!
Simple drag and drop to manage enquiry stages
Visualy see where enquiries are at at any point by dragging them into the right stage.
