Scriptera
Monday.com and OkoCrm automations — Inquiry Processing
Ready-made scenarios where Monday.com and OkoCrm work for you (inquiry processing): pick one — a copy appears in your account and runs on its own.
10 scenarios
- Website leads land in your list and in the team chat
- Website leads to your messenger and a sheet
- A website lead: to the team chat, into a sheet, with an email to the client
- Website inquiries: sheet, alert and one-click reply
- Win back leads after missed calls
- Quote requests handled — from form to client reply
- Intake and routing of service requests with appointment booking
- Property enquiries: instant auto-reply and the right agent alerted
- Website enquiry triage: spam aside, customers get a personal reply
- Lead qualification and client document collection — automated
