Customer Intake & CRM
Communication-based customer intake
Turn every call, text, and email into a structured customer record so nothing gets lost between the phone and the schedule.
Overview
Today your front office retypes the same details from voicemails, texts, and emails into the CRM, and things slip through. Thorbis is building intake that listens to your real conversations and turns them into clean customer records the moment they come in. You'll capture the lead, the request, and the contact in one pass, so dispatch starts with a complete record instead of a sticky note.
What we're building
Leads arrive as voicemails, texts, and emails, and your front office retypes the same details into the CRM each time, which is exactly where things slip between the phone and the schedule.
Thorbis is building intake that listens to your real conversations and turns them into clean customer records the moment they come in. You capture the contact, the request, and the lead in one pass, so dispatch starts with a complete record instead of a sticky note. Whether it comes in by call, text, or email, the request lands as a structured record ready to act on, keeping every inbound lead in one place and cutting the retyping that eats up front-desk time.
What you'll be able to do
- Create customer records from calls, texts, and emails
- Capture contact details and job request in one pass
- Hand a complete record straight to dispatch
- Cut down on manual retyping at the front desk
- Keep every inbound lead in one place
- Turn voicemails, texts, and emails into structured records
- Start dispatch with the full request already captured
Rollout plan
- 01
Capture from conversations
In progressCreate customer records from calls, texts, and emails.
- 02
One-pass intake
In progressCapture contact details and the job request together in a single record.
- 03
Straight to dispatch
In progressHand a complete record to dispatch with less front-desk retyping.
Milestones
- Not started:
Channel ingestion
Pull in calls, texts, and emails.
- Not started:
Record creation
Build structured customer records from inbound messages.
- Not started:
Request capture
Attach the job request and contact details.
- Not started:
Dispatch handoff
Deliver a complete record into the schedule flow.
More in Customer Intake & CRM
How to send useful feedback
Name the blocked role
Product feedback is more useful when it names the owner, dispatcher, technician, office user, or customer affected.
Explain the workaround
Describe what your team does today and where the process fails under real work.
Define success
Share what would change after launch: time saved, fewer manual steps, cleaner records, or better customer follow-up.