Lead capture and follow-up automation

Keep track of the inquiries you worked to earn.

Bring inquiries into a clear process so your team knows who needs a response, which quotes are outstanding and what became a customer.

Request a growth review

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What we can build together

One inquiry workflow

Connect an agreed form or intake source to a contact record, lead stage and responsible person.

Relevant follow-up

Configure reminders and requested customer communication around your actual sales process, with opt-outs and human intervention.

Bookings and outcomes

Use appointment requests and connected calendars where supported. Track inquiries through consultations, proposals and paid work.

For businesses already receiving inquiries that need better organization, response ownership or quote follow-up. We can work with an existing CRM rather than replace it.

Start small. Measure what changes.

01
Map your existing inquiry-to-sale process.
02
Connect one workflow and test its success and failure paths.
03
Review response time, qualified inquiries and completed sales.

Questions before you start

Can you connect my existing tools?

We check your CRM, calendar and account permissions during discovery. The proposal names the supported integration and any remaining requirements.

Will every appointment be confirmed automatically?

Only when the connected system can verify availability and the agreed workflow supports confirmation. Otherwise the request is handed to your team.