# Every enquiry in one list, so no job slips through the cracks

> Every enquiry, booking and review in one list, with a status (new, quoted, booked, done), notes and instant email or WhatsApp alerts. Included on every plan.

- Source: https://nerdsharks.com/features/enquiry-crm
- Publisher: Nerdsharks (Exeter, Devon, UK)
- Updated: 2026-09-27

A CRM is just a list of your customers and where each one is up to. Ours is deliberately simple. Every enquiry, booking request and review from your website lands in one place with a status - new, quoted, booked or done - and space for your own notes. You get an instant alert by email or WhatsApp the moment something comes in, and you can see at a glance who is waiting for a quote. No sales pipelines, no training course, no extra subscription. It replaces the notebook on the dashboard and the scroll back through your texts.

## How it works

1. **Enquiries arrive automatically** - Anything sent through a form on your site appears in the list with the customer’s details, the job and when it came in.
2. **You get an instant alert** - A notification arrives by email or WhatsApp straight away, so you can ring back while the customer is still keen.
3. **Move it along** - Change the status from new to quoted, booked and done as the job progresses. It takes one tap on your phone.
4. **Add your own notes** - Jot down the price you quoted, the access code or that they have a nervous dog. It is there next time you look.

## Why it matters

- **Follow up on every quote** - Quotes that go quiet are money left on the table. Seeing everything marked "quoted" reminds you who to chase.
- **Fast replies win work** - People who send an enquiry often send the same one to several businesses. An instant alert means you can be the first to reply.
- **No new software to pay for** - It is part of your site on every plan, and it only does what a small business needs. No per-user fees, no upgrade nagging.

## Questions

### Do I need a separate CRM for my trade business?

For most small trade businesses, no - the CRM built into your site covers enquiries, statuses, notes and alerts. If you already use job-management software, we can talk about getting enquiries into it; integrations are quoted separately.

### How will I know when a new enquiry comes in?

You get an instant alert by email or WhatsApp as soon as an enquiry arrives. The full details are also saved in your CRM.

### Can I use the CRM on my phone?

Yes, the CRM works on your phone, so you can check new enquiries and update a job’s status between jobs.

### Is the CRM included in the Monthly plan?

Yes, the CRM is included on every plan, including Monthly at £99 a month. There are no per-user or per-enquiry fees.