CRM and sales automation: stop losing leads to slow follow-up
New enquiries land in email, web forms and chat messages. Someone has to copy them into your CRM and remember to follow up. When the team is busy, leads wait and go cold.
How it works.
Capture
An enquiry arrives from a form, email or message and is added to your CRM with its source.
Assign
It is assigned to the right person, and the customer gets a quick acknowledgement.
Follow up
Follow-up reminders and emails go out on schedule, and your manager can see what is stuck.
What you get.
- Faster first replies.
- Nothing forgotten.
- Cleaner customer records.
- A clear view of your pipeline.
Works with your tools.
We connect directly with your current software rather than asking you to switch tools or rewrite procedures.
Don't see your tool? Most business software with an API or export feature can be connected.
Common questions.
Clear answers before you book a review.
Tell us what slows your team down.
Book a 30-minute call. We'll look at one process that costs you the most time, tell you honestly whether it can be automated, what it would take, and what it would cost.
Book a free workflow review