Know who to ring back today.
Every website enquiry lands on one board, with the calls due today and the quotes you have sent.
Illustration: the Enquiries board, with the Calls due filter showing 2. New enquiry holds 2: Sam Okafor (quote request · 35 sq ft; call today · morning) and Tom Hughes (quote request · 50 sq ft; website · today, 09:40). Quote sent holds 2: Hannah Price (quote request · 100 sq ft; call today · afternoon) and Kim Barlow (quote request · 75 sq ft; quote q-1042 · until 18th oct ’26).
How enquiries are followed up.
Every enquiry on one board.
- Quote requests, price enquiries and messages from your website each arrive as an enquiry on the board.
- Add the ones that come by phone, by email or at the counter.
- Each card says what comes next: a call due, a quote still open, or a unit held for them.
- Send a quote by email from the enquiry, and it can move to Quote sent by itself.
Illustration: an enquiries board with 2 calls due today, listing Sam Okafor, who asked about a 35 sq ft unit (call today); Hannah Price, who asked about a 100 sq ft unit (quote sent); Tom Hughes, who asked about a 50 sq ft unit (new).
Your morning list, in your inbox.
- Calls due today are listed for you on Home, and under Calls due on the board.
- Each person can be emailed their own calls every morning they have any.
- Log each call and what came of it, then set the next one.
- Quotes, calls and replies are kept on each enquiry, in the order they happened.
Illustration: an email to a member of staff with the subject “Your calls today · 2”. It lists Sam Okafor (morning, New enquiry) and Hannah Price (afternoon, Quote sent), each with a phone number, and ends with a button, All calls due.
Questions about enquiries and follow-ups.
No. Your team rings the customer and logs how it went. StoreBay keeps the list and the notes together.
Each person gets the calls that are theirs, and any nobody owns yet, at the sites they can see. It isn’t sent on a morning they have no call due, and you can switch it off. A call you haven’t made stays on the list until someone logs it or moves it.
Yes. Reserve a unit from the enquiry. It’s held until the number of days after their move-in day that you set, and the card shows it.
Use the waitlist. Visitors can join it from your website when a size is full, and you can add people yourself. When a unit frees up, notify the next in line, and they’re emailed if you have their address.