You paid for the enquiry. Why is it still waiting for a reply?
Leads arrive through forms, ads and WhatsApp, then sit while someone copies them into the CRM and remembers to follow up. We design automation that captures, sorts and follows up on each enquiry, so your sales team spends its time on conversations, not admin.
No upfront consultation fee. Free discovery and a free tailored proposal.
Lead capturedForm details saved to HubSpotSaved
Follow-up sentPersonal reply with the brochureSent
Assigned to DanielCall task due tomorrow, 10:00Rep owns itPick the one that sounds most like your sales week.
One late reply looks harmless. Repeated every week, it shapes your pipeline.
A new-enquiry example, from first message to a qualified lead with follow-up. Your sales steps stay; the copying and reminding move to the workflow.
Automation doesn't close the sale. It makes sure your team gets the chance to.
Four common starting points. What each one connects to depends on your channels, your CRM and the agreed scope.
From form, ad and chat enquiries to one de-duplicated CRM record with a source and an owner.
From a first reply to timed follow-ups for people who enquired or opted in, with replies routed back to sales.
From a qualified lead to a draft quote built from your price list and terms, checked before it is sent.
From scattered ad, form and CRM data to a scheduled report showing which sources bring qualified leads.
Move the sliders to fit your sales team. The default example: 400 leads a month at 15 minutes of admin each is 100 hours of manual work.
400 tasks × 15 min ÷ 60 = 100 hours
Live research and outreach platforms, plus solution showcases for lead lists, property and travel enquiries, course enquiries and campaign reporting.
Capital markets · Research & outreachHow a Capital-Raising Team Cut Investor Research from 15 Minutes to 1~15 min → ~1 minresearch per investor profileReusableverified investor profilesRead the case study →
Private credit · Company intelligenceHow a Private Credit Firm Researches a Target Desk in About 7 Minutes~7 minper target firm193qualified contacts in the first seven runsRead the case study →
Sales Teams
One sentence in, a list of local businesses with business contacts out, de-duplicated and reviewed before import.
See the workflow →
Real Estate
Leads from one ads number are qualified, assigned to the right agent and logged in the CRM, without the manager forwarding chats.
See the workflow →
Travel
Ad enquiries answered from your package database, with prices, dates and PDF itineraries sent in the chat.
See the workflow →
Education
Parents are matched to the right course and booked into a trial class, while fee and placement questions go to staff.
See the workflow →
Marketing Agencies
Ad and analytics data pulled on schedule, KPIs and anomalies ready, and a draft report for the account manager.
See the workflow →Each workflow follows your consent and approval rules, and sends anything unusual to a person before it reaches a customer.
Paused leads stay paused until a person clears them.
Where enquiries come from, how they reach the CRM, who follows up and where leads stall today.
Lead volumes, admin time per lead, CRM and channel access, and the measures we'll check results against, such as response time.
One bounded workflow, such as capture and routing for a single channel, with clear deliverables and a private quote.
No upfront consultation fee. Free discovery and a free tailored proposal.
Start the free conversationStraight answers about scope, data, ownership and support. Can’t find yours? Ask us directly below.
It handles the admin between a new enquiry and a sales conversation: capturing leads from forms, ads and chats, logging them in your CRM, routing them to the right person, scheduling follow-ups and reporting on which sources bring qualified leads. Content drafting can be added as an optional workflow, reviewed by your team.
Yes, for people who have enquired or opted in. Follow-ups and reminders run on a schedule across email and WhatsApp, and replies go back to the lead's owner. We don't build unsolicited bulk messaging, and WhatsApp follow-ups use approved templates where Meta requires them.
Yes. You decide which steps run on their own and which wait for approval. First messages, quotes, discounts, ad copy and drafted content can all wait for a person. Launching campaigns and changing budgets stay with your team.
Usually not. We check what your CRM, forms and messaging channels allow through their APIs or built-in connectors, and design around them. If the CRM needs tidying first, such as duplicate contacts or unclear stages, we say so during discovery.
Usually lead capture and routing, or follow-up reminders. Both are repetitive, easy to measure and low risk, and they make later steps such as quotes and reporting more reliable.
Failed syncs, bounced messages and leads without a clear owner are logged and sent to a named person. Contacts with no consent on record are paused instead of messaged, and duplicates are merged or flagged before anyone is contacted twice.
No. Automation makes capture, follow-up and CRM updates consistent, so fewer enquiries are overlooked, but lead volume and conversion depend on your offer, market and sales team. We estimate the admin time involved and agree what to measure, such as response time and qualified leads by source, so you can judge whether it is worth it.
It depends on the number of lead sources, the state of your CRM and the approval steps you want. A single channel feeding the CRM is a common first phase, and the timeline is set out in the initial plan once we have seen your setup.
Show us how enquiries reach your team today. We'll map the gaps, size the opportunity and suggest one workflow to start with. No obligation.
