01Process an inquiry
Automated processing of email inquiries
An inquiry shouldn’t sit in a shared inbox waiting for someone to notice it. The system reads it the moment it arrives, giving the sales rep a ready-to-work deal instead of an email to retype.
02What it looks like today
Today
- 1Inquiries sit in the inboxA customer message lands in a shared inbox and sits there until someone opens it. Until then, nothing happens.
- 2Looking for an available sales repSomeone has to manually forward the inquiry to whichever sales rep has capacity at the moment. Ownership is only decided on the spot.
- 3Retyping into the CRM or a spreadsheetThe sales rep manually copies the company, contact details, and requested items into the CRM or a spreadsheet—before actual selling has even begun.
- 4Who spoke to them last?The sales rep has to hunt down whether the customer already exists and who spoke with them last before knowing how to follow up.
- 5Reminders kept only in someone’s headThe sales rep has to remember to follow up with the customer on their own. The reminder exists only in their head.
And how it works with Draivix
With Draivix
- 1
Emails go straight into the system
Your company mailbox is connected to Draivix. Every message is linked to the right customer and never gets lost in a personal inbox.
- 2
AI reads the inquiry
From both the email body and attachments, it extracts the company, contact person, requested products or services, quantities, and target delivery date.
- 3
The customer is matched or created
The system checks whether you already know the company. It creates a new customer as a lead, or attaches the inquiry to an existing customer’s history.
- 4
The inquiry gets an owner
Based on your rules, it assigns the inquiry to the right sales rep—by industry, region, or product—and schedules a task with a due date.
- 5
The next step is ready
The sales rep opens a deal record that already has everything: what the customer wants, what they bought from you before, and a draft reply or quote outline.
03Less routine, more value
The system handles the routine. People focus on where they are needed.
You spot a good opportunity
The sales rep evaluates whether the inquiry is worth pursuing. The system prepares the background information, while the decision stays with them.
A personal call to the customer
The sales rep calls the customer to clarify the details, with the prepared deal right in front of them. The conversation stays human.
Pricing stays in your hands
The sales rep decides on pricing and terms. The system prepares a draft reply or quote inputs, not the final decision.
What makes up the solution
- Built-in email clientMessages from your company inbox appear directly on the customer record they belong to.
- CRM, leads, and dealsCreates new customers as leads and links inquiries to the history of existing ones.
- AI reads text and attachmentsExtracts the company, contact person, products or services, quantities, and requested deadline.
- Automated rules and tasksAssigns the inquiry to a sales rep according to your rules and schedules a task with a deadline.
04Frequently asked questions
Have questions? Here are the answers.
Do we have to change our email inbox for this?
No. Draivix connects to the mailbox you already use and fetches incoming mail from it. The address your customers write to stays the same.
What if the AI misreads an inquiry?
The sales rep sees the original email right next to the extracted fields and can fix any detail with a single click. During setup, we configure which steps the system performs automatically and which ones it prepares for review.
05What else Draivix can take over
- Prepare a quoteUse your prices, products, customer history, and company rules.
- Process documentsThe system can automatically read and process invoices, orders, contracts, delivery notes, and other documents.
- Track orders and jobsMonitor deadlines, project status, missing documents, or budget overruns.
- Manage inventoryConnect orders, inventory, field service, purchasing, and invoicing into a single process.
- Reply to customersAI can work with your live company data to draft or handle everyday customer communication.
- Generate reportsInstead of waiting for a monthly spreadsheet, just ask the system.
Typically helps in industries: Manufacturing
Let’s start together
Tell us how your business works.
We will show you what a system that takes over part of that work could look like.
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