Fill in the questionnaire
Prospects answer a questionnaire tailored to your industry – instead of writing a message from scratch.
Offertwerk: website enquiries that can become a quote.
Target group: trades and building services, service providers and businesses that prepare quotes from website enquiries. An industry-specific questionnaire captures defined details for preparing a quote. Mandatory fields can reduce missing information.
Use cases
Tasks Offertwerk is built for.
Capture enquiries in a structured way
Defined mandatory fields ensure a consistent structure and can reduce missing information.
Pick up the lead in the dashboard
The enquiry lands in the lead dashboard, where your team reviews it and triggers the next step.
Avoid follow-up questions
Missing details no longer surface only at the costing stage – the questionnaire asks for them from the start.
Prepare the quote
The structured enquiry is the basis for costing and the quote – in Easy Factura or your ERP.
Prioritise enquiries
All enquiries in one place: review, prioritise, start the next step.
Function modules
What the product includes.
- Industry-specific questionnaires
- Structured enquiry capture
- Lead dashboard
- Embedding on your website
- Handover to quote and costing
Interface
The views your team works with.
Sample Offertwerk interfaces without client data.
Integrations
What Offertwerk connects to.
| System | Purpose |
|---|---|
| Website | Questionnaire embedding |
| Notifications and follow-up questions | |
| Easy Factura / ERP | Quote from the enquiry |
| CRM | Lead handover |
Operation & security
Operating models, roles, data protection.
| Topic | Description |
|---|---|
| Operating models | Run by Swiss AI or in your environment. You decide where the data is stored and which models can see it. |
| Security / roles | Roles for sales, back office and management; who reviews enquiries and who approves quotes. |
| Privacy policy | Your data stays in the operating model you choose. We decide together which models can see which data classes. |
Industries
Where Offertwerk is used.
Case studies
AI in practice, used by Swiss companies.
Our case studies page shows which companies already use our solutions.
Related
Related use cases, building blocks and Labs topics.
Frequently asked questions
Frequently asked questions about Offertwerk
What does the questionnaire offer compared with a contact form?
The industry-specific questionnaire asks for defined details needed for a quote. This makes reviewing easier and can reduce follow-up questions.
How do the enquiries reach me?
Prospects fill in the questionnaire on your website. Instead of scattered emails or phone notes, you receive structured enquiries with all the requested details – collected in the lead dashboard.
How do I get started with Offertwerk?
With a free analysis: together, we look at how enquiries and quotes work in your business today and whether Offertwerk is the right approach.
Next step
Demo, conversation or pilot – you choose how to start.
We show you Offertwerk in a demo, discuss how it would work in your business or start a pilot with you as a pioneer partner.