D · Smart CRM & Lead Operations
Every enquiry answered, assigned and followed.
Enquiries from WhatsApp, the website, email and the phone land in one inbox. Each gets an answer from your own price list and policies, an owner and a next step.
01 · The problem
Enquiries wait for hours, or are lost between personal phones and a shared inbox.
Nobody can say how many came in last week, who answered them, or what became of them.
Who it is for: Commercial heads, admissions offices, sales teams and front desks.
02 · How it works
The workflow, stage by stage.
- 01An enquiry arrives on any channel
- 02Answered from your price list and policies
- 03Assigned to an owner with a next step
- 04Follow-ups scheduled
- 05Won or lost, with the reason recorded
03 · Try it
Enquiry desk, with sample data.
An illustrative demo for a fictional organisation. Click through it; nothing is sent, paid or changed anywhere.
Enquiry desk · yesterday
- Arrived
- 41 enquiries: WhatsApp 26, web form 8, email 5, phone notes 2
- Answered
- 39 within 15 minutes; 2 waiting for a price from the workshop
- Assigned
- Every enquiry has an owner and a next step
- Booked
- 6 measurement visits, 4 campus visits
Example output · sample data for a fictional organisation
04 · Example output
What lands on someone’s desk.
The kind of page this module produces each day, shown with sample figures.
Enquiry desk · yesterday
- Arrived
- 41 enquiries: WhatsApp 26, web form 8, email 5, phone notes 2
- Answered
- 39 within 15 minutes; 2 waiting for a price from the workshop
- Assigned
- Every enquiry has an owner and a next step
- Booked
- 6 measurement visits, 4 campus visits
Example output · sample data for a fictional organisation
05 · Capabilities
What runs today, and what we would build.
Status as of 4 October 2026.
- RunningIn daily use, in our own organisations or at a client.
- Done onceA service delivered once, as a written finding.
- PlannedIn our planned range. Intended, not yet built.
- ConceptAn idea shown to explore what we can build.
Running today
- Customer assistantsAnswers on WhatsApp, Instagram, website chat, email and SMS from your own price list and policies, with the draft and its sources in view.Running
- Team inboxEvery channel in one inbox, with an owner on each conversation.Running
- Customer memoryEach customer’s history, preferences and past orders in one place.Running
- Bookings, offers and reviewsVisits booked, offers sent and reviews asked for from the same record.Running
Explore what we can build
- Sales pipelineEvery enquiry with a stage, an owner and a next step; quotations sent from the record.Your DS or your own serversPlanned
- Appointments and schedulingBookings against real availability, reminders sent, cancellations refilled from a waiting list.Your DS or your own serversPlanned
- Loyalty and repeat businessCustomers recognised, rewarded and reminded at the right moment.Needs an outside servicePlanned
Nothing in this list is claimed as running. Each would be scoped in a written finding and delivered one department at a time.
06 · How it connects
Part of one record, not a separate tool.
Tracer
Tracer tells the commercial head which enquiries have waited too long, and why.
Atelier OS
A won enquiry becomes an order or an application on the same record, with its history attached.
Where it runs
The assistants draft their answers with a cloud AI service, named in your data schedule; the messages themselves travel through WhatsApp and email.
Connections
Meta’s WhatsApp and Instagram APIs, email, SMS and your website chat. Each connection is listed in your data schedule.
07 · Proof
Every enquiry in a university’s admission intake answered and given an owner.
A university · University · a client, not named
Read the case08 · Related
Areas that share its record.
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