Vantira Lead Desk
An enquiry workspace for service businesses. Organise leads, move the next step forward and prepare follow-ups.
Vantira Lead Desk
An enquiry workspace for service businesses. Organise leads, move the next step forward and prepare follow-ups.
Use the project here or download its standalone HTML. Workspace data can be saved locally when browser storage is available. Keep an exported backup of important entries.
Vantira Lead Desk
The useful question
How can a business keep enquiries organised and reduce repetitive handoffs?
The approach
An enquiry workspace for service businesses. Organise leads, move the next step forward and prepare follow-ups.
Who this helps
Businesses handling repeated enquiries, updates and follow-ups across tools.
The user journey
Review an enquiry → assign its next step → prepare the follow-up → review the activity.
What works here
Self-built lead organiser with enquiry entry, search, stage filters, next-step transitions, removal with undo, follow-up text downloads and JSON backups. It stores your entries locally and does not send messages or update a CRM.
Built features
- Add and search enquiries
- Move leads through four stages
- Download follow-up drafts
Good systems
keep things moving.
Follow an enquiry from first contact to the next useful action. A clear workflow helps the right information reach the right person.
Explore automationEnquiry received
A website captures the essentials.
Qualification
Rules check the service and intent.
Organise the lead
The record gets a clear next step.
Prepare follow-up
A notification is ready for review.
Press run to follow the sequence.
This interaction runs locally. No CRM is updated and no notification is sent.