Audit & Compliance — BuildOrch by Soluture

Leads & customers

One inbox for every opportunity.

Leads and customers live side by side, so a cold enquiry and a repeat order follow the same clean path into a quotation.

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Leads

Capture prospects before they are customers — company, contact, sector group and country. Qualify, then convert to a customer in one click.

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Customers

Existing customers carry their group, currency and contact, so repeat enquiries pre-fill and price against the relationship you already have.

The path

From enquiry to quotation, in one move.

Four steps, one record. Nothing is re-entered between them.

New enquiryAn opportunity arrives from anywhere — a call, an email, a tender portal — and is logged once with its company, contact, country and working currency.

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QualifyDecide whether it is worth pricing before anyone spends a day on it, so unqualified leads never reach the estimating team.

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Convert to customerOne click promotes a qualified lead to a customer, carrying its group, contact and currency across. Nothing is re-typed.

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QuotationThe enquiry becomes a priced quotation on the same record, against the relationship and currency already captured.

Leads and customers in one workspaceA cold prospect and a ten-year client sit in the same list, so nobody keeps a private spreadsheet of “not yet customers”.
Group, contact, country & currency capturedThe four things that decide how a job gets priced are captured at first contact, not chased down on the day the quotation is due.
Convert a lead to a customer in one clickConversion carries every field across and keeps the enquiry history, so you can see how long the relationship took to win.
Straight through to Quotation EstimationNo hand-off document and no re-entry — the quotation opens against the enquiry with the customer and currency already set.

In the product

Leads — grouped, currency-tagged and one click from becoming a customer.

record from first contact to priced quotation

1 click

from qualified lead to customer

fields re-keyed on the way to a quotation

What gets captured

The details that decide the price.

Captured once, at first contact — and every downstream number inherits them.

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Company & contact

Who is asking, and who to go back to. The contact travels with the enquiry into the quotation and the project.

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Sector group & country

Group and country drive which price list applies and which tax treatment the quotation will use.

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Working currency

The currency is set at the enquiry, so every rate converts at your date-effective rate rather than a guess.

Where every project begins.