Inquiry Route Tool Selection Checklist

Use this checklist before choosing CRM, LINE, booking, MEO, review-operation, or form tools. The goal is to remove route friction without collecting private customer data or adding unsupported claims.

Route Fit

Match the tool to the current path: public form, LINE, booking, phone, email, review request, or sales follow-up.

Target: 4/5 or higher

Evidence Fit

Confirm that improvement can be verified with public-page evidence, event fields, and reply records.

Target: visible proof

Data Boundary

Keep diagnostics away from credentials, customer records, patient data, and private account screens.

Target: public facts only

Reversal Cost

Prefer tools that can be removed without losing inquiries, reviews, domain trust, or historical evidence.

Target: low rollback cost

Comparison Matrix

Tool familyBest fitRisk to checkFirst metric
CRM / SFARepeated inquiry follow-up and sales triageOver-automation and unclear opt-outReply rate and due follow-ups
LINE / messagingAppointment reminders and segmented reactivationConsent state, cadence, and suppressionOpt-in source and block rate
Booking / reservationClinics, salons, and consultation slotsRequired-phone friction and double bookingCompletion and confirmation rate
MEO / review operationsLocal visibility and reputation recoveryReview policy violations and fake incentivesReview route and response speed
Forms / inquiry routingFirst low-cost fix when forms block buyersCAPTCHA, hidden fields, broken thanks pagesSuccessful submits and field errors

Partner Placement Readiness

This page contains no partner links. Before any future link is placed, capture payout, conversion point, denial rules, prohibited media, disclosure copy, and outbound-click event names.

Start with a Diagnostic Sprint scope