ORKIVEX
FRENLet’s talk about your project
INTELLIGENT AUTOMATION · QUÉBEC BUSINESSES

Inquiries move forward.Your team breathes easier.

From the first inquiry to the next appointment, Orkivex connects your tools and automates follow-ups. So your team can focus on what comes next.

Book a discovery call30 MIN · FREE · NO COMMITMENT
LESS BUSYWORK. MORE MOMENTUM.SEE IT IN MOTION
01 / THE HANDOFF

An inquiry comes in.
The next steps fall into place.

An example of what can happen between your form, your CRM and your calendar. Every step has its place. Your team stays in control.

DEMONSTRATION · FICTIONAL DATA
QUOTE REQUEST

“Hi, we’re looking for a carrier for deliveries between Montréal and Québec City. Could we discuss our needs?”

CCamille · Example company
NEW INQUIRY
ORKIVEX CONNECTS THE NEXT STEPS

The inquiry is received.

Contact details and requirements are brought together in one place.

Step 01 / 05
  1. Capture01Contact details and requirements are brought together in one place.
  2. Qualification02The inquiry is classified using criteria agreed with your team.
  3. CRM03A contact record and a next action are created for the right person.
  4. Appointment04The prospect receives an invitation to choose an available time.
  5. Follow-up05A follow-up can be scheduled based on the response and agreed rules.

Illustrative example: no real inquiry is processed and no message is sent.

02 / ONE SOLUTION, THREE PARTS

From first contact
to the next conversation.

Your tools already work. Let’s make them work together.

Explore the solution
/01

Capture & qualify

Bring inquiries together and identify the information you need to respond with context.

INQUIRY → CONTEXT
/02

Connect & organize

Keep records up to date and the next action visible, without copying the same information everywhere.

CONTEXT → ACTION
/03

Schedule & follow up

Make scheduling easier and trigger useful follow-ups at the agreed time.

ACTION → CONVERSATION
[ 03 / OUR METHOD ]

Understand first.
Then automate.

Your everyday work is the starting point. Technology comes next.

5 STEPS. ONE CONNECTED PROCESS.
STEP / 01

Understand.

We follow the real path of an inquiry, from the moment it arrives to the way it is handled.

WHAT YOU GET

A clear view of the process and its friction points.

STEP / 02

Scope.

We choose a priority, the tools involved and the rules the system needs to follow.

WHAT YOU GET

Shared scope, responsibilities and acceptance criteria.

STEP / 03

Build.

We connect the steps and account for situations that need a person’s attention.

WHAT YOU GET

A system configured around the way you work.

STEP / 04

Test.

Together, we check typical cases, missing information and exceptions.

WHAT YOU GET

A verified workflow before it goes live.

STEP / 05

Support.

We explain the system, document its use and agree on the support needed.

WHAT YOU GET

A team that understands its tools and knows how to evolve them.

Discover our approach
04 / A LITTLE CLARITY

A few answers
before we talk.

THE NEXT STEP

What’s slowing
your team down?

Let’s talk about your working day and find a first step to simplify.

Book my 30 minutes