Scriptera
Monica CRM automations — Inquiry Processing
Ready-made scenarios where Monica CRM works for you (inquiry processing): pick one — a copy appears in your account and runs on its own.
24 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 leads straight into the CRM as deals
- Instant reply to a new lead, logged to a sheet
- Capture and score form leads — into a newsletter and sheet
- A meaningful reply to every website lead — by email, within a minute
- A personal WhatsApp reply to every lead — AI-powered
- Website inquiries: sheet, alert and one-click reply
- A landing-page lead — into CRM, a task and chat at once
- Form submissions straight into a table — with an automatic reply
- Orders from emails — into sheet rows automatically
- Win back leads after missed calls
- Instant replies to inbound leads, with lead scoring
- CRM company and task from a form submission
- Quote requests handled — from form to client reply
- New-lead handling: CRM entry, team alert and reminder
- Form requests — validated into your database
- Reply to new leads with a quick approval step
- Website leads — straight into your CRM, with the ad source
- Intake and routing of service requests with appointment booking
- Property enquiries: instant auto-reply and the right agent alerted
- Draft replies to website inquiries — ready on their own
- Website enquiry triage: spam aside, customers get a personal reply
