Use case · Retail
One request in three never reaches the store concerned
A network of 34 stores receives around 900 requests a month — quotes, stock enquiries, in-store appointments. They land on the national site, on local pages, on the phone. Head office redistributes them by hand, a day or two later.
No credit card required
The starting point
The redistribution delay is the real competitor
A quote request handled two days after it was submitted arrives after the competitor's. Head office does what it can: it sorts, it forwards, it chases. But every manual step adds hours, and nobody knows how many requests are lost on the way or which ones turned into sales.
- 24 to 48 h between the request and the store
- No visibility on what happens to a forwarded request
- No way to say which channel actually pays
- Every store improvises its own follow-ups
What gets deployed
Route at the source, measure to the end
- 01
One number, routing by area
Callers dial a single number; the switchboard routes to the store for their area, overflowing to the neighbouring store and then to head office. Nobody falls into the void.
- 02
The form assigns by itself
The postcode determines the store. The request lands there directly, with a notification, without passing through head office.
- 03
The source follows through to the sale
Every campaign link is tagged, every request carries its source. You finally know which channel, which campaign and which store produced the revenue.
- 04
Local campaigns, steered nationally
Head office prepares the template, each store sends it to its own base with its address and opening hours. The brand stays consistent, the local touch stays real.
What it moves
What the setup targets
- 48 h → 0
- redistribution delay
- 34
- stores with their own reporting
- 100%
- of requests linked to their source
- 1
- campaign template, 34 local versions
Go further
The building blocks used
Virtual phone system
The complete SMB switchboard: greeting, routing, queues and statistics.
DiscoverWeb forms
Forms on your site that feed directly into the CRM.
DiscoverMarketing attribution
Which campaign signed the customer? Finally an answer.
DiscoverEmail campaigns
Block-based newsletters and campaigns, targeted at your CRM segments.
DiscoverDynamic segments
Living lists that follow your data in real time.
DiscoverFAQ
Frequently asked questions
Can each store see the others' data?
No. Separation is by workspace: a store sees only its own contacts and requests, head office sees everything and compares.
What if a store does not respond?
The workflow chases, then escalates to the regional manager after the delay you set. An unanswered request is an incident, not a fact of life.
Can stores keep their existing phone numbers?
Yes, they can be ported. The single number is added as a national entry point without removing local lines.
How does a request find the right store?
By the requester's postcode, by the store chosen on the form, or by the number dialled. Across 34 outlets, that is what stops a request sitting in a generic mailbox nobody empties.
Does head office see what the stores do?
Head office gets the consolidated view — volumes, response times, pick-up rates per outlet — without stores seeing each other's data. Network oversight without detail-level surveillance.
Another question? Write to us — a human will answer.
Before you decide
Try the whole suite, for free
The Discovery plan is not a crippled demo: all eight hubs are open, two users, a thousand contacts, a hundred credits on us. No card and no end date. Model your first file and judge for yourself.
Create a free accountNo card, no automated sales chasing, and no feature that closes after fourteen days.
Comparisons
Coming from somewhere else? The migration is gentle
Contacts, companies, opportunities, tasks, segments and email templates come across from Brevo, HubSpot or an export. Keep your old tool as long as you need: nothing forces a big-bang switch, and nothing is deleted on your side.
Compare with your current toolReady to bring all your tools together?
Create your free account in two minutes: CRM, telephony, marketing, appointments and customer service — all in one place, with AI built in.
No credit card required