What we do/Sales Automation
Sales Automation

A new enquiry.
A clear
next step.

Connect your enquiry form or shared inbox to your CRM. Capture the details, assign an owner and prepare the next action so promising conversations do not sit unclaimed.

Map your enquiry processSupport the conversation. Keep your team in control.
THE IDEA IN PRACTICE
NEW ENQUIRY

Let’s talk
about a project.

JMJordan · Sales owner
NEXT ACTIONCapture the detailsJordan · Sales owner

Collect the useful details and check for a matching CRM record.

Illustrative example · The workflow is scoped around your tools.
THE PROBLEM WORTH FIXING

Interest needs somewhere to go.

A form submission lands in an inbox, someone copies it to the CRM and two people assume the other will reply. Give each enquiry an owner, a record and a visible next step.

What we can build

A clear job.
A useful result.

Start with one enquiry source, your existing CRM and a sales owner. Agree the fields, routing rules and follow-up permissions before connecting the process.

  1. 01

    Lead capture & qualification

    Capture contact details and project needs, check for matching CRM records and flag missing information for review.

  2. 02

    Follow-up & booking

    Prepare follow-up drafts for approval, create owner reminders and connect enquiries to an agreed booking route.

  3. 03

    Pipeline tracking

    Update agreed CRM fields, assign the next task and show overdue enquiries so your team knows where to act.

Your team keeps
the judgement.

Your team approves message content, contact permissions and follow-up rules. People own qualification decisions and sales conversations; automation supports that work without guaranteeing leads or sales.

How it takes shape

Understand it.
Build it. Test it.

  1. 01

    Follow a real enquiry

    Trace a form or inbox enquiry through your CRM. Check account access, required fields and who owns the reply.

  2. 02

    Agree the rules

    Define duplicate handling, assignment and approval. Set when replies, opt-outs or staff actions must stop follow-ups.

  3. 03

    Make the next step visible

    Test missing details, duplicates, assignment and stop rules. Hand over the agreed workflow, test results and operating notes.

Good starting point: Enquiries already arrive, but copying details, assigning owners and chasing replies depend on someone remembering.

Before we start

Worth asking.

What does the agreed build include?

We define the enquiry source, CRM fields, routing rules and follow-up steps in scope. The handover covers the configured workflow, test results and operating notes. Your team still owns qualification, conversations and commercial decisions.

Can we keep our CRM?

We start with your existing CRM account and check its connection options, fields and permissions. We confirm compatibility before agreeing the build. Data cleanup, migration and new subscriptions are separate scope items where needed.

Will it send unwanted follow-ups?

We can start with drafts and reminders for staff review. Any automatic messages need approved content, contact permissions, timing and stop rules. We test replies, opt-outs and owner actions before enabling that part of the workflow.

A useful first conversation

What would you
like to make easier?

Bring a sample enquiry, your CRM name and the step that gets missed. We’ll map how it should reach the right owner, with the details and next action attached.

Map your enquiry processNo technical brief needed.

Another part of the business?