Size, budget and scope
Connect campaign pages, forms and messaging channels to a customer record. Your team starts with context instead of searching for it.
AQARI / POWERIBI
Collect project details, arrange a site visit and follow up on the quote.
Connect campaign pages, forms and messaging channels to a customer record. Your team starts with context instead of searching for it.
Bring conversations into a shared inbox. Configure follow-up timing, reminders and handoff to the right person.
Track opportunities from enquiry to meeting, proposal and completion, with owners, tasks and a shared history.
Contacts, sources, deal stages and tasks together in one working record.
A shared conversation history so the next person can pick up with context.
Pages that connect an ad, an offer and the enquiry form.
Capture needs, budget and timing before the handoff.
Rules for replies, follow-up, assignment and deal updates.
Connect a booked appointment to the record, reminder and owner.
Answers before you get started.
It fits teams handling enquiries, follow-up, booking and a sales process. We review your volume and channels before proposing the scope.
Not necessarily. We can review your existing forms, calendar and channels. New campaign pages can be included in the agreed implementation.
We define handoff rules for requests for a person, completed qualification or questions beyond the knowledge base. The advisor receives the conversation and context.
Scope depends on your package and provider availability in your region. Features and variable messaging, calling and AI costs are explained in the proposal.
First review exports, fields, duplicates and permissions. Agree what can be imported, what needs cleanup or rebuilding, and test a sample before the full move.
Setup sessions, training, workflows, support channels and support hours are defined in your proposal, so expectations are clear before launch.
Book your walkthrough
In a walkthrough, we review how you handle enquiries and show where Aqari can support your team.