Know which leads need you next.
An enquiry has little value if nobody owns the follow-up. We connect incoming leads, CRM records and sales actions so your team sees the history, the next step and the person responsible.
- Average seller time selling
- 40%
- Lack sufficient outreach capacity
- 48%
- Disconnected systems hinder AI
- 51%
Capabilities
Put the next move on record
Capture at source
We bring website forms, ads and connected inbox enquiries into your CRM with their original source details.
One contact, one history
Duplicate checks and field mapping help keep conversations, updates and ownership attached to the correct record.
Route by your rules
Assign leads by territory, service, availability or intent, with exceptions flagged for a person to review.
Follow-up on cue
Set reminders or trigger approved messages when a lead reaches a stage, books a call or goes quiet.
Keep stages current
Move records forward after defined events and flag missing information before the pipeline becomes unreliable.
See the real workload
Track unattended enquiries, overdue actions and lead sources without assembling another spreadsheet at the end of the week.
Use cases
Where enquiries tend to slip away
Paid campaign enquiries
Route new form submissions promptly, preserve campaign attribution and place qualified leads in the right queue.
Multi-location sales
Assign requests by area or service team while managers retain a clear view of outstanding follow-ups.
Consultation bookings
Update pipeline stages after bookings, cancellations or missed appointments and alert the assigned representative.
Longer sales cycles
Schedule stage-appropriate check-ins and surface dormant opportunities without sending the same message to everyone.
Process
Build around how your team sells
- 01
Trace the enquiry
We follow a lead from its first touch to the handoff, noting delays and duplicate entry.
- 02
Set ownership rules
Together, we define stages, routing logic, exceptions and the information each representative needs.
- 03
Connect & test
We map fields, trial real scenarios and check that records, alerts and actions arrive correctly.
- 04
Review live movement
After rollout, we inspect missed actions, data quality and stage transitions before adjusting the automation.
Tooling
Built on the platforms you trust.
FAQ
CRM & Lead Automation, explained.
Do we need to replace our CRM?
Usually not. We start by assessing your current platform, its integration options and the gaps in your workflow before recommending any change.
What happens to duplicate leads?
We can set matching rules, merge or flag possible duplicates and protect existing ownership. The approach depends on your CRM and data quality.
Can salespeople override an automated assignment?
Yes, where your CRM supports it. We define permissions and reassignment rules so automation does not block legitimate human judgement.
How do we measure whether it works?
We agree on practical indicators such as first response time, overdue follow-ups, lead ownership and the accuracy of pipeline records.
PIPELINE CHECK
Make your pipeline easier to act on.
Show us where new enquiries arrive and how follow-ups are assigned today. We will identify the handoffs worth automating first, including any data or ownership issues that need attention.
NO PRESSURE · CLEAR PRIORITIES · PRACTICAL NEXT STEP