We connect your forms, inbox and CRM so new enquiries are recorded, assigned and followed up according to the rules your team agrees.
Let’s talkA website enquiry creates a CRM record, assigns an owner and sends an acknowledgement. If nobody responds within your agreed window, the workflow alerts the owner. Once the lead replies, scheduled follow-ups stop.
An illustrative workflow. The final scope depends on your business and connected tools.
Service businesses where enquiries arrive through several channels and follow-up depends on someone remembering.
Follow-up needs permission, sensible frequency and a reliable stop mechanism. A person should review ambiguous replies and important sales conversations.
Track time to first response, unassigned leads, duplicate records and progression through your actual sales stages.
We review your enquiry channels, CRM plan and supported integrations before agreeing a build. The workflow should record the enquiry, avoid duplicates, assign an owner and make the next action visible. Unsupported connections are identified during scoping.
Stop when someone replies, books, opts out or is marked unsuitable. Test these conditions across your actual channels. Unclear replies and delivery failures need a person responsible for reviewing them.
Not sure which tool or provider to choose?
Tell us what you need. We’ll help you figure it out.
A quick message is all it takes.