New Features Update: Integration, Two-Way Syncing, Customized Forms, and More


EnquireLEADS is full of helpful tools to keep you running at maximum efficiency. Read our latest product highlights below and check out our new
App and Help Centers.

Integration

Would you like to integrate your calendar and email without ever leaving your CRM? Unite your internal departments for seamless business intelligence as prospects move through the sales cycle?

We work with the best external partners in the business to give you a complete solution in EnquireLEADS.

Some of our integrations:
  • Google Maps and Calendar
  • USPS
  • Microsoft Outlook Email
  • Zillow
  • Caremerge
  • Caring.com
  • Act-On
  • HubSpot
  • Constant Contact
  • Campaign Monitor
  • TextUs

Check out our App Center.

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Two-Way Sync

Instead of copying files only from one location to another (i.e., one-way sync), two-way sync keeps both locations up to date. This feature is incredibly helpful when you use one or more email and calendar providers with your CRM system. EnquireLEADS allows for two-way syncing with both Outlook and Gmail accounts. You just have to enter the data into one system, and then your contacts and calendars stay updated without copy and pasting or double entry.

Form Builder

You already have procedures that work best for you, for example, specific terminology, business processes, and sales methodologies. With Form Builder, you can customize EnquireLEADS to fit your exact needs.

Start with our out-of-the-box forms to cover the basics. Later, your Administrator can customize your forms to accommodate new fields and categories. This way as your information needs grow, so do the capabilities of your CRM.

Click here for a step-by-step guide in our Help Center.

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Workflows

Workflows automatically carry out tasks based on predefined definitions. With workflow automation, you can simplify your processes, even for the most complex tasks. EnquireLEADS saves you time by allowing you to customize everything from scheduling a follow-up activity to inactivating prospects.

  • Keep Salespeople Updated
    • Send confirmation emails automatically after appointments have been made
    • Set reminders to let salespeople know when further action is needed
    • Create prompts to fill in fields successively based on previous entry
  • Successfully Manage Accounts
    • Clearly follow past and future scheduled activities
    • Thoroughly collect information about prospects, clients, and contacts
    • Automatically take action for the specific lifecycle stage of each client

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Reports

Your CRM software enables you to gather an incredible amount of data. But for that data to be useful to you, it needs to be presented in an easily understandable way.

In EnquireLEADS, you can quickly generate meaningful reports to display on your dashboard. You can use these charts to keep track of performance and trends. You can also customize your reports to show you the data that’s most important to you.

You can choose which metrics to follow in order to:

  • Set goals
  • Analyze portfolios
  • Monitor marketing campaigns
  • Allocate resources

Click here to learn more about reports in our Help Center.

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