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Customer Enquiry Form & Lead Tracker Setup
Give customer enquiries a clear place to go—and a simple way to track what happens next.
A practical pilot service for small businesses, independent professionals and organisations. ChikieChikie helps you set up one enquiry form and one organised tracker, using tools suited to your needs. Your team can review enquiries and update their status manually; any supported notifications are agreed before work begins.
Keep enquiries organised
Enquiries arriving through email, messages, phone calls and other channels can be difficult to organise and follow up. A simple digital enquiry workflow gives your team a consistent way to record requests, see their status and decide the next action. Enquiries from other channels can be entered manually; automatic collection from every channel is not included.
This service may suit cleaning businesses, salons and barbers, restaurants, tutors and training providers, consultants, small service businesses and community organisations.
What a typical setup includes
The exact implementation depends on your existing tools and requirements. The agreed quotation defines the final scope. A typical pilot setup includes:
- One customer enquiry or intake form for the agreed workflow.
- Appropriate fields agreed with you, such as contact details, service requested and a short enquiry description.
- One organised lead or enquiry tracker for recording enquiries and follow-up actions.
- Basic status stages: New, Contacted, In Progress, Completed and Closed.
- A basic handoff or notification arrangement where supported by the selected tools; otherwise, an agreed manual handoff process.
- Basic testing before handover to check the agreed form, tracker and any included notifications.
- Simple handover guidance explaining how to record, review and update enquiries.
We review tool suitability before proposing the setup. Integrations are included only when their availability, access requirements and costs have been confirmed and agreed. This is a simple enquiry workflow, with human review and follow-up.
Scope and boundaries
The pilot does not automatically include complex CRM development, custom mobile applications, enterprise workflow automation, advanced API integrations, paid third-party software subscriptions, payment gateway development, large database migration, ongoing customer-service management, unlimited revisions or legal/compliance consultancy.
Additional work may require a separate quotation or may not be offered. The quotation will specify the included revisions and support. Your business remains responsible for responding to customers and for decisions about the personal data it collects and uses.
A quotation based on your requirements
Request a Quote. Pricing depends on workflow complexity, the number of fields or forms, any feasible required integrations, selected tools, customisation and additional support. This pilot starts with one form and one tracker; requests beyond that scope are reviewed separately.
Third-party subscriptions, hosting, licences and external service fees are identified separately where applicable. You receive a proposed solution and quotation before deciding to proceed.
Estimated delivery time is confirmed after requirements are reviewed. The proposed schedule depends on the agreed scope, required access and tool availability.
How it works
- Request a Quote through the existing enquiry page.
- Tell us what you need: how enquiries arrive, the tools you use and the outcome you want.
- We review the workflow and check what is practical with your selected tools.
- You receive a proposed solution and quotation with scope, costs and estimated timing.
- Work begins after agreement on the scope, quotation and necessary access.
- The setup is tested and handed over with simple guidance for your team.
Start with a simpler enquiry workflow
On the quote form, enter Business Automation as the service area and mention Customer Enquiry Form & Lead Tracker Setup in your description. Tell us how you currently receive and track enquiries.
Do not send passwords or sensitive customer records through the enquiry form. Sending an enquiry does not commit you to a purchase.