Let customers and partners request labs, quotes, and meetings.
A structured intake system for lab requests, quote requests, and meeting bookings — so your team responds faster and nothing falls through the cracks.
What's included
Lab, quote & meeting request flows
Linked to accounts & opportunities
Configurable request types per org
About this module
Customers and partners frequently want to request something specific: a proof-of-concept lab environment, a formal quote, a technical workshop. Without a structured flow, those requests arrive scattered across email, Slack, and phone calls. Requests creates a defined front door for each type of ask.
Each submitted request creates a record in the platform linked to the account, the opportunity, and the team member assigned to fulfill it. Status updates are tracked, and the history stays visible so there's never a question about what was requested and when.
What you can do with it
Give federal customers a formal way to request lab environments for product evaluation
Capture quote requests from channel partners and route them to the right account owner
Book technical deep-dive meetings through a structured form instead of back-and-forth email
Tie incoming requests to open opportunities so follow-up is never missed
Get this module
Free for all Turtini organizations.
Who it's for
- Sales and technical teams that receive a high volume of ad hoc customer requests
- Channel partner managers who need a clean intake process for partner-driven requests
- Solutions architects managing a queue of lab and demo environment requests
Details
- Category
- CRM
- Pricing
- Free
- Built by
