Lead - A potential client who has expressed interest in the company’s services or products, for example, by filling out a contact form on the website or getting in touch through external portals. A lead can be converted into a client after verification.
Client - A natural or legal person who may purchase or has already purchased a residential property. In the CRM, we have contact information for this person, at least an email address or phone number. A lead that has been verified often becomes a client. One client may be associated with multiple leads generated through long-term cooperation.
Inquiry - In the context of CRM, an inquiry refers to a request or contact from a potential client (Lead), which is automatically imported by the system from the website and external portals such as Tabela Ofert, Obido, rynekpierwotny.pl, Facebook, etc. The inquiry can then be converted into a client after proper verification and handling by an advisor.