01
Capture and organise
Bring agreed enquiry sources into your CRM, map required fields, and define how duplicate or incomplete records should be handled.
Lead & CRM automation
Keep enquiries moving, from first contact to follow-up.
When leads arrive across different channels, copying details and chasing the next step can consume the day. We connect your enquiry process so each record reaches the right place and person.
What we build with you.
Start with the channels and CRM your team already uses. We map how an enquiry becomes a record, who owns it, and when a follow-up should happen. AI can help summarise or classify messages, while clear rules handle predictable routing.
02
Assign and notify
Route enquiries using agreed rules, notify an owner, and pass along a useful summary and source information.
03
Prepare follow-ups
Set reminders and prepare response drafts, with review and sending rules agreed around your team's process.
From the first conversation to a useful launch.
Step 1
Map the task
Review the current steps, tools, task volume, and exceptions. Agree what success looks like and where a person needs to stay involved.
Step 2
Build and test
Connect the agreed tools, configure the workflow, and test sample inputs, missing information, and failure cases with your team.
Step 3
Launch and support
Roll out the workflow with a clear handover. Agree who owns the accounts, handles exceptions, and maintains the system after launch.
Before we start.
How automation projects are quotedWill messages be sent automatically?
Only where that behaviour is explicitly agreed. A workflow can prepare a draft for a person to approve, or send defined messages under agreed rules and channel permissions.
Can this work with our existing tools?
We review the APIs, integration options, permissions, and subscriptions available in your tools before confirming what can be connected.
How are pricing and timing decided?
We quote after reviewing the workflow, integrations, data readiness, and testing needs. Your proposal confirms deliverables, estimated timing, review rounds, and costs before work begins.
What happens after launch?
Your proposal defines the handover and any included support. Optional ongoing support, tool subscriptions, and AI usage are scoped separately, with account ownership and responsibilities agreed before launch.