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.







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.

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
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!”

“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




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




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