Manage enquiries
Authorised staff can review leads from supported channels, assign responsibility, update lead status, record finance outcomes and manage follow-up actions.
Application purpose
Kwickshop Lead CRM is a web application used by authorised Kwickshop staff. Its purpose is to manage customer enquiries, finance applications, follow-up reminders, staff activity, reporting and business email communication in one controlled internal system.
The application connects to Kwickshop's shared sales Gmail mailbox so authorised staff can view and organise messages, send and reply to email, save drafts, manage labels and update the supported shared business email signature.
Purpose of the application
Kwickshop Lead CRM brings Kwickshop customer communication and sales workflow into one controlled staff system.
Authorised staff can review leads from supported channels, assign responsibility, update lead status, record finance outcomes and manage follow-up actions.
The system supports internal notes, staff activity timelines, reporting, reminders and staff communication so customer actions remain visible and accountable.
Access is restricted to authorised Kwickshop users. Staff must use their individual CRM account and follow Kwickshop security and privacy requirements.
Google Gmail integration
The Gmail integration is used only by authorised Kwickshop staff to work with the shared Kwickshop sales mailbox from within Kwickshop Lead CRM.
Gmail message access (gmail.modify) is used for the staff-facing mailbox: displaying and searching messages, reading a selected conversation, composing, sending, replying, forwarding and saving drafts, applying labels, and changing message status such as read, archived, Spam or Trash.
Gmail settings access (gmail.settings.basic) is used only to display and update the shared mailbox's approved send-as identity and business email signature. It is not used to manage unrelated Google Account settings.
Transparency
Explains the categories of information handled by Kwickshop Lead CRM, including Google Gmail data, how the information is used, retention, security and user choices.
Sets the conditions for authorised staff use, confidentiality, acceptable use, account security and responsible handling of customer information.
Questions about Kwickshop Lead CRM, Google data access or a privacy request can be sent to Kwickshop.