EKO / For owners, commercial and operations managers
How to stop losing website, email and CRM enquiries
Put enquiries into a queue with an identifier, an owner and a next-action deadline. Before adding AI, establish reliable delivery, duplicate handling and visibility of unprocessed requests.
A process design approach, not a ready-made product or a delivered client case.
Where enquiries get lost
A form reports success before saving, an email reaches the wrong person or a repeated request creates a duplicate. Even a working CRM cannot help if enquiries never reach it. Audit the full route: source, delivery, storage, assignment and next step.
What a reliable route looks like
Validate fields and assign an identifier. Store the request before showing success, then deliver it to the agreed tool. Delivery failures need retries, a visible status and an accountable owner. Repeated submissions should not silently create duplicate tasks.
What to agree with the team
Define request categories, assignment rules, response times and substitutes. Cover out-of-hours enquiries, missing data and requests with no obvious owner. A team member should see the expected next action, not just another lead.
Adding AI with oversight
AI may suggest a category, extract context and draft a reply. Important messages retain manager review. Uncertain or incomplete requests go to a person. Automation must not invent terms, dates or promises to customers.
Which metrics to compare
Measure receipt-to-assignment and first-response time, ownerless enquiries, duplicates and delivery failures. Assess form conversion alongside enquiry quality. More submissions alone do not prove more sales.
Connecting a website to a workflow
A website is the entry point, not the entire enquiry system. EKO treats the form, queue and integration as separate parts of one task. Start with one channel and one route. CRM or email delivery must be configured within an agreed scope; installing a landing page does not provide it automatically.
Common questions
Can we start with one form on an existing website?
Yes, if the website supports a suitable handler. We first check its structure and available integration options.
Can AI immediately reply to customers on its own?
Start with drafts reviewed by a manager. Define autonomous actions for a specific scenario after testing.
Moscow and other Russian cities
Our priority is small and medium-sized businesses in Moscow. Other target cities include Saint Petersburg, Novosibirsk, Yekaterinburg, Kazan, Nizhny Novgorod, Krasnoyarsk, Chelyabinsk, Samara, Ufa, Rostov-on-Don, Omsk, Krasnodar, Voronezh, Perm and Volgograd. Feasibility, delivery format and any on-site assessment are agreed for each task. This list does not imply offices in those cities.
Let’s examine your process
Describe your source systems, manual steps and desired result. Scope, timing and cost are agreed after the audit.
Discuss your project ↗