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Leads & CRM

Turn every enquiry into a tracked opportunity.

Leads from WhatsApp and your website land in one place, get distributed fairly across your team, and stay tied to a complete client record from first message to handover.

Workflow automationlive
Lead in
WhatsApp → CRM
Quote sent
auto from price book
E-signed
client approves
PO raised
to carpenter
Synced
Xero invoice
Lead capture

No enquiry slips through the cracks

Every message from WhatsApp Business and your website forms is captured into EnQuote automatically — no copy-pasting, no leads lost in a busy inbox.

  • WhatsApp Business & web form capture
  • Auto-tagged by source and project type
  • Instant notification to the right designer
New leadsauto-captured
MT
Mrs Tan · Bishan BTO
WhatsApp
ST
Scotts Tower #14-02
Web form
LC
Lim & Co — office
WhatsApp
Fair distribution

Distribute leads your whole team trusts

Set the rules once and EnQuote allocates new opportunities fairly across designers — so everyone gets a fair shot and no lead sits unanswered.

  • Rule-based round-robin or manual assignment
  • Workload-aware allocation
  • Full audit trail of who got what
Lead distributionround-robin
WL
Wei Ling
8 leads
MA
Marcus
7 leads
PR
Priya
8 leads
New lead → assigned to Priya
One client record

Every conversation, quote and document together

Open a client and see the whole story — enquiries, quotes sent, approvals, project stage and documents — instead of scrolling three WhatsApp chats.

  • Unified client timeline
  • Linked quotes and projects
  • Notes, files and approvals in one view
Tan Residenceon track
Quote100%
Deposit100%
Carpentry72%
M&E40%
Handover0%
Also included

Built for how ID sales really works

Source tracking

Know which channels bring your best-converting leads.

Team performance

See who's responding, quoting and closing — with KPIs.

Follow-up reminders

Automated nudges so warm leads never go cold.

Data in one place

No more client details scattered across personal phones.

Stop losing leads to a busy inbox.

Book a 30-minute consultation and see EnQuote mapped to your team's workflow.