New society enquiry
A day out.
A group to look after.
Alex is planning a golf day for a group of friends.
Example enquiry
Capture / CRM
Keep the next step
in view.
Capture CRM gives golf club contacts, enquiries and conversations one usable home. See who owns each enquiry, where it stands and what should happen next.
The job it does
A good enquiry needs
a clear owner.
When details sit across inboxes, forms and individual notes, follow-up becomes harder to manage. CRM brings the relationship history and next action together so your team can work from the same information.
How CRM helps
Give your team
a clearer way to work.
01Keep the conversation together.
Maintain contact details, enquiry sources, messages and activity history in one place. Give the relevant people access to the information they need.
02Make progress visible.
Configure pipelines for membership, societies, events, visitors or other priorities. Agree stages that reflect the club's process and make ownership clear.
03Follow up with purpose.
Use tasks, appointments, email, SMS and configured automation to support the next step. Build follow-up around the person's enquiry and your team's responsibilities.
The enquiry in context
A clear owner.
A visible next action.
Show how enquiry history, responsibility and follow-up sit together in the club's configured workflow.
CAPTURE / CRMExample journey
A day out.
Assigned toGolf team
The next actionCheck dates.
Get back to Alex.
Get back to Alex.
A named owner and a task the team can follow.
Next step recorded
One enquiry. Clear responsibility.
Configured around your club
Your club-management system
still has its job.
Capture CRM manages commercial relationships and communications alongside the platforms your club already uses. It does not replace the tee sheet, point of sale or membership ledger. We agree supported connections and data handling before including them in the setup.
- Agree the enquiry stages
- Assign ownership
- Configure the follow-up
Before we begin
A few useful
answers.
Can different teams use different pipelines?
Yes. Pipelines, access and ownership can be configured around different enquiries and teams. The stages should match how the club actually works.
Can you bring in our existing contacts?
We first review the source, quality, permissions and fields. Any migration is scoped and checked so the club knows what is being imported and how it will be used.
Does it work with the other Capture tools?
CRM provides enquiry and relationship context for configured website, Concierge and email workflows. Connections and responsibilities are agreed for your implementation.
Let's talk about your club
Where does an enquiry
go today?
Talk us through what happens from the first message to the next visit or booking. We'll help identify what the team needs to see and do.