Question
We are an enquiry based travel business, and receive email enquiries from a number of different sources. We currently have 2 agents sharing 1 main inbox, and a 3rd agent using her own account, with enquiries being forwarded to her to answer directly.
I want to consolidate this via some kind of system that they can all work on harmoniously, so that I can add more staff without things getting even more complicated.
Note, we are currently not using any CRM, as we cant find anything suitable for our specific needs :(
Answer
You need a CRM system that manages incoming leads. I am a beta tester for Salesformics.com and Stewart there will give you an awesome walk-through.
