Service fit
Gather the information your team needs to understand the request and decide the next step.
Sistema GO · Professional services
A clear path from inquiry to proposal.
Managed CRM, qualification and follow-up for professional teams that need to organize inquiries, proposals and responsibilities.
Bring the inquiry context together.
Proposal context
Keep the scope discussion, pending details and follow-up tasks with the opportunity.
Team ownership
Make the responsible person and human handoff clear across the process.
A process based on your operation.
Consultants, agencies and other professional service teams can start with how they receive and assess work today. We agree the stages, information and repeatable steps while professional judgment stays with the responsible people.
What we agree before implementation.
- The services, request types and information required for a useful response.
- How opportunities move toward a proposal and who follows up.
- Supported channels, agreed automations, access and service hours.
The demonstration is illustrative. The final setup and ongoing work follow your approved scope and private quote.
Discuss your process.
Commercial communication is available in English and Spanish. Connected channels, support and response hours are agreed for the engagement.
Explore the workflow
Every inquiry needs
a clear next step.
Step through a sample workflow. See how an inquiry, its record and the team's next task can fit together.
Demonstration · fictional dataHome services
From service request
to a team handoff.
A fictional homeowner asks about a heating service. Follow the request through a sample intake process.
Inquiry arrives
The sample request appears with its source and service category.
Record organized
The inquiry is grouped into a record the team can review.
Next task assigned
A sample routing rule points the next task to the right team.
Team follows up
The responsible person sees the context and the proposed next action.
New inquiry
Sample 01 · Heating service inquiry
Website service request
Intake team
In review
Follow-up
Example activity
- Example: a heating-service inquiry appears in the workspace.
Step 1 of 4
Real estate
Keep property inquiries
and next actions together.
A fictional buyer asks about a property viewing. Explore how the inquiry can reach the relevant agent.
Inquiry arrives
The sample inquiry includes a property reference and its source.
Record organized
The record brings the request and its property context together.
Next task assigned
A sample assignment directs the review to a property agent.
Team follows up
The agent can review the context before arranging the next conversation.
New inquiry
Sample 02 · Property viewing inquiry
Property website inquiry
Intake team
In review
Follow-up
Example activity
- Example: a property-viewing inquiry appears in the workspace.
Step 1 of 4
Professional services
Give each project inquiry
a responsible next step.
A fictional business asks about a consulting project. See how context can travel with the next task.
Inquiry arrives
The sample request identifies the type of project and its source.
Record organized
The team has one place to review the project context.
Next task assigned
A sample rule gives a consultant responsibility for the next review.
Team follows up
The consultant sees the inquiry and the preparation needed.
New inquiry
Sample 03 · Project scoping inquiry
Service website inquiry
Intake team
In review
Follow-up
Example activity
- Example: a project-scoping inquiry appears in the workspace.
Step 1 of 4
Managed workflows and integrations are scoped separately from starter website and manual CRM plans.
A local interface simulation. No inquiry, message or appointment is created.
Put a clear process behind your inquiries.
Tell us how your team handles inquiries. We agree on scope, channels, implementation and support before starting.