Shared inquiry management
A staff CRM view of inquiries, owners and next actions across locations, using your existing tools where practical.
Illustrative demo
Sample data only. Everything you enter stays in this browser. Nothing is sent, and there are no live connections to any storage office, inbox or calendar.
For Devon Mini Storage and Morinville Self & RV Storage
This demo shows how an inquiry could flow from your website to the right location office, with a calm reminder if it hasn't been answered yet. Try it with the fictional details provided.
Try submitting the same email or phone for the same location twice to see the duplicate check.
Step 1 · Customer view
Use fictional details. Email addresses must end in @example.com. Storage need and desired move-in date are suggested additions to the existing inquiry fields.
Step 2 · Staff view
Each inquiry goes to its location office. The next action is to confirm a suitable option and availability, then respond.
Step 3 · Internal follow-up
Sample rule: if an inquiry is still New or Needs info 24 hours later, staff see an internal reminder. Replied or Closed stops it. Reminders are for staff only and are never sent to customers.
Demo clock:
Optional ideas for later
If this approach is useful, these are possible additions to discuss with your team. They are not connected or included in this sample.
A staff CRM view of inquiries, owners and next actions across locations, using your existing tools where practical.
A viewing-request and calendar workflow, with staff confirmation before any appointment is booked.
Connect inquiry records, response drafts and reminders to your team's inbox, with staff review before messages go out.
A dedicated inquiry page for a specific storage service, such as RV storage, if that becomes a priority.
A live setup would first need a review of your current process, supported connections and permissions. Availability and rental decisions would remain with your team.
Restore the original fictional sample records in this browser?