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Inquiry

Organize and Respond to Inquiries

The Inquiries Module in Easy Khata helps you capture and manage all potential customer inquiries from various sources. It ensures no opportunity is missed and makes it easy to assign, track, and convert inquiries into customers or sales.

Why You Should Use the Inquiries Module

Purpose
  • Log every customer query or walk-in in a structured format
  • Assign inquiries to the right salesperson or department
  • Schedule follow-ups and maintain a timeline of communication
  • Convert inquiries into leads, sales, or new customers
  • Monitor inquiry sources, priorities, and outcomes over time
Key Features
  • Inquiry Source Tracking – Identify origin (Call, Website, Walk-in, Social)
  • Type & Priority Classification – Segment inquiries by type and urgency
  • Assignment – Delegate inquiries to team members instantly
  • Status Management – Track Open, In Progress, Converted, or Closed status
  • Follow-up Reminders – Get alerts for pending follow-ups
  • Conversion Actions – Turn inquiries into leads, sales, or party profiles
Step-by-Step Instructions
A. Add a New Inquiry
  1. Go to CRM > Inquiries
  2. Tap Add Inquiry
  3. Enter Name, Mobile Number, and Inquiry Type
  4. Select Source and assign it to a user
  5. Choose Priority and Status
  6. Tap Save to record the inquiry
B. Add a Follow-Up
  1. Select the inquiry from the list
  2. Tap Add Follow-up
  3. Write follow-up notes and select the next contact date
  4. Tap Save to schedule
C. Convert or Close the Inquiry
  1. Open the inquiry
  2. Tap Convert to turn it into a sale, lead, or customer
  3. Or tap Close if it's no longer active
Best Practices
  • Log every new customer interest to avoid missed opportunities
  • Always assign inquiries quickly to improve conversion chances
  • Use priority tags to focus on urgent follow-ups first
  • Analyze inquiry reports weekly to track business growth
  • Convert valid inquiries promptly to keep the sales cycle short

Conclusion

The Inquiries Module ensures your sales and support teams never lose a lead. With real-time tracking, assignment, follow-ups, and conversions, it makes managing business inquiries simple and effective.

Call to Action

Open CRM > Inquiries in your Easy Khata app now and log your first inquiry to start converting interest into income.