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Module 02 / 18

Enquiries

Every way someone can contact you, in one queue.

Web form, phone note, email, walk-in — same inbox. Duplicates merge, each enquiry has a named owner and a next action, and no lead dies in somebody’s personal mail while they’re on leave.

Unified inbox1 in inbox
web
phone
email
Enquiries · one queue1
Priya Shah
NVQ L2 · via website
WEB
Auto de-duplication

The same person twice? We catch it.

When a learner submits the web form and then rings you, LogMom spots the match on email or phone and merges the two into one enriched record — with both sources visible, so nothing is lost.

  • Matches on email + phone + name across all channels
  • Merges preserve both sources in the audit trail
  • Owner and status carry across the merge
  • You can un-merge if the match was wrong
Auto de-duplication2 records
Callum WrightWeb form · 12:03
[email protected] · 07700 900 411
Match on email + phone → merge
Callum W.Phone note · 14:47
[email protected] · 07700 900 411
Named owners

Every enquiry has an owner and an SLA.

Routing rules assign the right person the moment an enquiry arrives — by course, region, or channel. An SLA clock starts ticking so nothing sits untouched.

  • Route by course, region, source, or round-robin
  • SLA clock per enquiry — configurable per team
  • Auto-email to the owner on assignment (self-assign included)
  • Escalation rules for anything untouched past its SLA
RoutingNamed owner · SLA clock
Unassigned
1 waiting
Owners
Priya
Karim
Sasha
Deepak
Unassigned · Awaiting routing rule
Next-action tracking

From logged to converted, in a straight line.

Every enquiry moves through a small, sensible pipeline: logged → contacted → qualified → approved. You always know what the next step is, and who owns it.

  • Kanban or list — your team, your view
  • Every stage change is timestamped in the timeline
  • Approval fires an enrol-to-learner in one click
  • Reports show conversion + time-to-approval by owner
Next-action timelineStep 1/5
Enquiry logged
Wed 10:02
Owner assigned
Wed 10:04 · Priya
First contact
Wed 15:11 · SMS
Qualified
Thu 09:22
Converted
Fri 11:40
Everything in Enquiries

The full list, included on every paid plan.

No feature caps, no upgrade prompts. Pick a tier by team size — the product doesn’t change between plans.

Enquiry features13 items

  • Unified enquiry inboxYes
  • Web-form captureYes
  • Walk-in captureYes
  • Auto de-duplication (email + phone match)Yes
  • Named-owner assignmentYes
  • Round-robin + rule-based routingYes
  • SLA clock per enquiryYes
  • Full communication historyYes
  • Source tagging (web · phone · referral)Yes
  • One-click convert to learnerYes
  • Conversion funnel reportsYes
  • Unlimited team membersYes
  • Enquiry CSV exportYes

Security6 items

  • GDPR consent captureYes
  • Row-level access scopingYes
  • Attributed action audit trailYes
  • Assignment email notificationsYes
  • Branded email templatesYes
  • Configurable notification recipientsYes

Advanced features6 items

  • SLA escalation rulesYes
  • Auto-assignment on submissionYes
  • Team comments per enquiryYes
  • Global search across every channelYes
  • Saved filters per teamYes
  • Un-merge safety netYes
FAQ

The five things that actually stop people signing up.

Still something open? Ask it on the walkthrough — we’ll use your own qualifications in the demo workspace.

  • We've got eight years of records in spreadsheets.
    CSV import is supported for learners, qualifications, certifications and invoices. Your onboarding includes a 30-minute call where we map your actual exports — including the messy ones with merged cells and a header row three rows down. You don't have to tidy them up first.
  • Our qualification isn't a standard one.
    29 common UK qualifications ship as seeds and 15+ awarding bodies are pre-loaded, but you can add bespoke qualifications under any awarding body — including your own internal awarding body for in-house programmes that nobody else accredits.
  • Will assessors see learners they shouldn't?
    No. An assessor sees only the learners they're assigned to. Six roles ship out of the box — Admin, Programme Manager, Admissions Officer, Assessor, Finance and Viewer — each with 40+ granular permissions you can edit, or you can build custom roles from scratch.
  • What happens to our data if we leave?
    You get a full export on cancellation and a 30-day grace window, then permanent deletion on request as GDPR requires. No contract, no notice period — cancel from billing settings and the account runs to the end of the cycle you've paid for.
  • How long until we're actually running on it?
    A guided setup wizard, a sample-data workspace to learn on before you touch live records, then your CSV mapping call. Most centres are running their real cohorts within a week.
See it with your own qualifications in it

Manage with confidence.

Set the workspace up in an afternoon, import your learners from CSV, and watch the first renewal reminder go out on its own.

GDPR-complaint · Trial requires a card