Inquiry Management

Make inquiry handling a team effort, reduce errors and time-to-quote

Costing & quoting for custom or technical products can be time consuming. Interacting with engineering, production, quality, legal or vendors are a regular events. Traditional CRMs aren’t really built for this, meaning you end up stuck in meetings and/or sending dozens of emails between different departments and the customer.

With Unifize, every inquiry is a real-time conversation. You can automatically add all the participants you require at the click of button. Conduct feasibility, upload specifications and email vendors all from one place. Use our customizable checklists to collect customer data, enquiry information and product details. Branch off into contract review, feasibility, APQP or simple tasks to conduct parallel, related processes.

Users can also quickly start inquiries directly from their email inbox or via our mobile or desktop apps. All subsequent emails are sorted and pushed into relevant conversations so you can view, keep track and discuss them. You can then assign accountability to the right person on the team when you need them to take the next step.  Managers can then keep track of all inquiries a dashboard, where they can be viewed by customer, product, region, or any other custom parameter you want to see.

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Save $20,000 per team member by reducing wasted time and errors

3x reduction in process cycle times

85% fewer email follow-ups

Drive single-point accountability

70% fewer meetings and prep. time

100% visibility on a single system

Built for Sales Teams

Manages core customer inquiry and RFQ/RFP processes, including:

  • Inquiry / RFP management
  • Requirement definition
  • Feasibility analysis
  • Costing / pricing
  • Quote approvals
  • Vendor inquiries
  • Customer clarifications

Can be integrated with the Unifize Contract Review solution.

Key capabilities - we've covered everything

Automated or manual creation

Launch a real-time conversation about every inquiry from an email, a customer feed or a service task.

Easily convert quotes to PDF

Configurable PDFs with your logo pull information from checklist data and link back with a QR code.

Track by customer, product or process

Inquiries & quotes are easily categorized so you can search by any parameter such as customer, product or process.

Conduct feasiblity with engineering

Add engineering teams to quote discussions to sort out issues with custom orders or difficult timelines.

Create approval workflows

Loop in managers as required when your inquiry, costing or pricing workflows require approvals.

Email customers from within conversations

Send your quotes, reply and track customer emails within the application, so everything is traceable and in one place.

Manage your inquiries on a dashboard

Drill down into inquiries that are taking too long. Spot cycle time trends - and figure out the bottlenecks.

Prioritize in intelligent control center

View all updates in minutes. Identify what's pending or critical in one place and dive into conversations as required.

No more silos. Connect your processes (and teams) from end-to-end

Whether you start with a single solution, or deploy Unifize across all functions, you can be sure it works well in your environment. The templates are infinitely customizable and eliminate silos by connecting your processes together.

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Process efficiency

Collaborate around processes faster and more effectively

Focus on one objective at a time with a distinct conversation for every process record

Improve response times and reduce email clutter with real-time, asynchronous chat

Measure wasted time in conversations using for every record

Building teams

Drive ownership across multiple teams

Get the right people focusing on the right problem with a dedicated team for every record

Increase accountability and improve outcomes with negotiable & transparent ownership

Identify bottlenecks and balance your team’s load using owner-wise progress charts

Data collection

Improve speed and reduce errors with collaborative data entry

Bring data collection to every conversation using configurable forms

Identify data errors in real-time using conversational data-entry notifications

Improve traceability and compliance using printable forms and QR codes that permanently link back to Unifize

You're in good company

Learn how other manufacturing companies have used Unifize to boost process cycle times and eliminate errors

“Through Unifize we are already showing that our average time to closure is now 7.2 days, that’s a 75% improvement!”

“Through Unifize we are already showing that our average time to closure is now 7.2 days, that’s a 75% improvement!”

“Through Unifize we are already showing that our average time to closure is now 7.2 days, that’s a 75% improvement!”

Director of Quality
The Will-Burt Company

Director of Quality
The Will-Burt Company

Director of Quality
The Will-Burt Company

“If we could’ve designed a system to help us do our job, this would have been it.”

“If we could’ve designed a system to help us do our job, this would have been it.”

“If we could’ve designed a system to help us do our job, this would have been it.”

Director of Sales
LaundryTec

Director of Sales
LaundryTec

Director of Sales
LaundryTec

“Unifize has increased accountability throughout our organization and helped boost productivity.”

“Unifize has increased accountability throughout our organization and helped boost productivity.”

“Unifize has increased accountability throughout our organization and helped boost productivity.”

Director of Operations
TD Power Systems

Director of Operations
TD Power Systems

Director of Operations
TD Power Systems

“With Unifize, we’re finally closing 100% of our consumer incidents and deviations on time”

“With Unifize, we’re finally closing 100% of our consumer incidents and deviations on time”

“With Unifize, we’re finally closing 100% of our consumer incidents and deviations on time”

Director of Operations
TD Power Systems

Director of Operations
TD Power Systems

Chief Operating Officer
Van’s Kitchen

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Rapid adoption

Increase engagement inside and outside the organization

Work from the shop floor, the office or remotely on a cloud-based mobile and desktop application

Extend the application to suppliers and customers using interactive emails and compact partner portals

Measure adoption and usage of individuals across multiple usage parameters with user analytics

Reduce follow-ups

Help your team know what to do, when and why

Bring clarity to every team member on their pending tasks and priorities on the intelligent control center

Enable better context and eliminate conflicts with flexible due dates, status and priority

Reduce the headache of coordinating and following up with proactive, automated reminders

Actionable insights

Get end-to-end visibility of all conversations and process data

Understand processes and progress trends using configurable charts and dashboards

Dive deeper into roadblocks or data using drill-down snapshots and click-through conversations

Conduct further analysis on your favorite tools by downloading to spreadsheets

Easy configuration

Get setup or modify any process with a few clicks

Easily map to your existing processes and make rapid changes with configurable process templates

Enable data collection by adding configurable forms to each process

Create workflows with automatic team creation, custom statuses, and process triggers

Aren't you curious?

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