Most CRMs hand you "Leads", "Deals" and "Opportunities" and leave the translating to you. OnlyCRM arrives knowing what a patient, a matter, a site visit or a booth is — with the pipeline, the fields and the words of your industry already in place on the first morning.
Tell us your trade and we will set the workspace up with you.
An enquiry arrives, somebody owns it the same minute, and it stays visible until the work is finished and paid for. Everything below is a screen in the product, not a plan.
Web forms, Meta Lead Ads and WhatsApp land straight in, mapped to your fields and assigned by your rules. A form built in Google Forms works without anybody renaming a column.
Everyone opens on the calls they owe today — overdue first. Log the call and set the next one in the same action, because splitting those across two screens is how follow-ups get forgotten.
The same person ringing after a year is recognised as the same person. One record holds every enquiry, every job and the whole conversation, so "have we dealt with them before" is answered on the screen.
A won enquiry opens a case with its own delivery board. Complaints become support cases against the job they are about, and anything that repeats — a policy, an AMC, an admission — reopens itself when it is due.
Send work to a hospital, a lender or a builder, record what was charged, and the commission follows from their terms. Receipts are banked against a reference, so the same payment cannot go in twice.
The Android and iOS app holds your queue, your list and every record you have opened. With no signal you can still work them, ring people and capture new enquiries — they send themselves when the bars come back.
Consent is recorded per purpose and per channel at the moment of capture. "Send me everything you hold" and "delete everything you hold" are both one action, and the second one really does reach every copy.
Reassignments, edits, exports and a manager reading a colleague's record are all on the trail. An associate sees their own work, a manager their team's, an owner everything.
Add a question, change a stage name, rename "Enquiry" to whatever your office calls it. The web app, the phone app and the API all pick it up without a release.
Pick yours at sign-up and the workspace is built with that trade's pipeline, its fields and its vocabulary. Nothing here is a template you have to finish — and none of it is locked, so you can change any of it afterwards.
Farmer enquiries for seeds, inputs and machinery, taken through demonstration and subsidy to delivery.
Calls them farmers → Automobile dealershipShowroom and telecalling enquiries for car or two-wheeler sales, through test drive, exchange valuation and finance to booking and delivery.
Calls them enquiries → B2B SaaSSoftware sold by subscription: a sign-up or a demo becomes a trial, a trial becomes a contract, and most of the money is made afterwards — onboarding, renewal, and the seats added in year two.
Calls them opportunities → B2B salesEnterprise and dealer sales with long cycles: discovery, proposal and negotiation tracked against a named decision-maker.
Calls them leads → Chartered accountancy practiceCompliance and advisory enquiries for a CA or tax practice, carried from scoping through engagement to filing.
Calls them enquiries → Dental clinicPatient enquiries for cleaning, fillings, root canals, braces and implants, taken through consultation and a treatment plan that often runs over several sittings, to recall six months later.
Calls them enquiries → Digital marketing agencyRetainer and project enquiries for an agency, from discovery and audit through proposal to a running campaign.
Calls them enquiries → Digital productsCourses, licences, subscriptions and downloads sold online: a trial or a cart becomes an order, an order becomes access, and the work after the sale is renewal, refund and the affiliate who sent them.
Calls them prospects → Education admissionsStudent enquiries counselled and placed into colleges and coaching programmes, with the institution paying the consultancy a commission on the fee once the seat is confirmed.
Calls them enquiries → Election campaignVoter outreach and canvassing, organised booth by booth, with field workers reporting from a phone that works without signal.
Calls them voters → Fitness and wellnessGym, studio and clinic enquiries taken from trial session to membership, with renewals and personal training tracked against the member.
Calls them enquiries → Healthcare facilitationPatient enquiries routed to empanelled hospitals, with travel, accommodation and insurance assistance, earning commission or a service charge on completed treatment.
Calls them enquiries → Home servicesBooking enquiries for AC servicing, plumbing, electrical, pest control and cleaning work, quoted and dispatched to an in-house technician and invoiced on completion.
Calls them booking requests → Homeopathy clinicPatients enquiring about chronic and constitutional treatment, taken through a long first consultation and then a course of monthly repeats, where the follow-up is the treatment rather than an afterthought.
Calls them enquiries → Immigration and visa consultancyStudent, work and migration enquiries taken through eligibility and documentation to a decision.
Calls them applicants → Insurance advisoryLife, health and motor policies sold on behalf of empanelled insurers, earning commission when a policy is issued and again on every renewal the advisor keeps alive.
Calls them prospects → Interior design and fit-outHome and office interior enquiries taken from site measurement and design through quotation to production and installation.
Calls them enquiries → IT services and software agencySoftware and support enquiries taken through discovery and estimation to a signed project.
Calls them enquiries → Legal practiceClient consultations for an advocate or law firm, carried through engagement and filing to hearings and disposal.
Calls them consultations → Loan and mortgage agencyA direct selling agency taking loan applications through eligibility, documentation and credit review to sanction, disbursal and lender payout.
Calls them applicants → Logistics and freight forwardingFreight enquiries taken from requirement and rate through booking to proof of delivery.
Calls them enquiries → Manufacturing and industrial equipmentCapital equipment enquiries carried through site study and technical approval to order and commissioning.
Calls them enquiries → NGO welfare assistanceBeneficiaries registered in the field and helped through government scheme applications — pensions, housing, scholarships, health cover and ration entitlements — until the sanction comes through.
Calls them beneficiaries → Pharma and medical devicesTrade enquiries from hospitals, pharmacies and distributors, carried through sampling and credit to supply.
Calls them enquiries → Property management and rentalsRental and management enquiries taken from requirement through viewing and agreement to a running tenancy.
Calls them enquiries → Real estate brokerageBuyer enquiries matched to builder projects and resale inventory, taken through site visits to a booking, earning brokerage from the developer or seller on the agreement value.
Calls them enquiries → Recruitment and staffingCandidates sourced and screened against client mandates, tracked through interview rounds to offer, joining and the replacement guarantee.
Calls them candidates → Rooftop solarRooftop solar enquiries taken through site survey, proposal and subsidy application to installation, net metering and commissioning.
Calls them enquiries → Security and facility manpowerManpower contracts taken from site survey and staffing plan through deployment to a running contract.
Calls them enquiries → Travel and toursHoliday and pilgrimage enquiries quoted as itineraries, confirmed against an advance and delivered through hotel, transport and visa suppliers.
Calls them enquiries → Veterinary clinicPet owners enquiring about consultations, vaccination, surgery and grooming, followed through the visit and on to the next vaccination or deworming that falls due.
Calls them enquiries →Small enough that your message reaches somebody who knows the code, and structured enough that it does not get lost.
The more specific the better — what you sell, how enquiries reach you now, and what falls through. We will tell you honestly whether this fits.
Enquiries are handled by the team who run this installation. Sign in if you already have a workspace.
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