Enquiry and Quotation Tracking System
- Before
- Customer enquiries arrive through email, website forms, or chat. Sales staff copy details into spreadsheets, track quotation status manually, and rely on memory for follow-ups.
- First version
- A simple dashboard with enquiry records, quotation stages, owners, follow-up dates, notes, file references, and status filters.
- Result
- Fewer missed follow-ups, clearer ownership, easier weekly review, and less time spent searching through emails and spreadsheets.
- Typical first version
- 2-4 weeks
