Simple drag and drop to manage enquiry stages
Simplify Every Step of the Sales with a visual board.
Coordinating enquiries through each sales stage can become complicated quickly.
EnquiryBox simplifies it with intuitive drag-and-drop functionality between custom stage columns. At a glance, visually track every lead's journey.
Columns like New Enquiries, In Review, Negotiating and Closed/Won clearly show each inquiry's real-time status.
Automate messages, emails, assigning to a team member or moving to another box with the move of an enquiry from one stage to another.
Your entire team can seamlessly work together with a shared view of progress. Everyone knows where every opportunity stands and who is assigned to each enquiry. This is particularly useful for businesses that job share or have multi-person sales teams.
Coordinating enquiries through each sales stage can become complicated quickly.
EnquiryBox simplifies it with intuitive drag-and-drop functionality between custom stage columns. At a glance, visually track every lead's journey.
Columns like New Enquiries, In Review, Negotiating and Closed/Won clearly show each inquiry's real-time status.
Automate messages, emails, assigning to a team member or moving to another box with the move of an enquiry from one stage to another.
Your entire team can seamlessly work together with a shared view of progress. Everyone knows where every opportunity stands and who is assigned to each enquiry. This is particularly useful for businesses that job share or have multi-person sales teams.
Managing enquiries with stages
Some reasons you using boxes and stages
![](https://cdn.prod.website-files.com/64de27a6636c43fd49c86744/64edc0f90edeebc0c915f1e1_SVG.png)
Keep Everyone Organized - Clearly separating enquiries into stages makes it easy to stay on top of where everything stands.
![](https://cdn.prod.website-files.com/64de27a6636c43fd49c86744/64edc0f90edeebc0c915f1e1_SVG.png)
Save Time - Guiding enquiries stage-by-stage streamlines your process so deals move forward faster.
![](https://cdn.prod.website-files.com/64de27a6636c43fd49c86744/64edc0f90edeebc0c915f1e1_SVG.png)
Transparency for shared roles or jobs - Using boxes and stages helps members of the team easily hop in if they've been of and visually see where each enquiry is and what the next steps are.
![](https://cdn.prod.website-files.com/64de27a6636c43fd49c86744/64edc0f90edeebc0c915f1e1_SVG.png)
Boost Accountability - Making responsibilities clear at each step means enquiries won't fall through the cracks and the right things get done.
![](https://cdn.prod.website-files.com/64de27a6636c43fd49c86744/64edc0f90edeebc0c915f1e1_SVG.png)
Reporting Insights - You will get a simple report that will give you insights into where your process can be improved.
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![](https://cdn.prod.website-files.com/64de27a6636c43fd49c86744/65043ac0da4898f2422fb853_Group%20289429.webp)
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!
![](https://cdn.prod.website-files.com/64de27a6636c43fd49c86744/650435be15c8a84d7018bd4b_Stages.webp)
Simple drag and drop to manage enquiry stages
Visualy see where enquiries are at at any point by dragging them into the right stage.