Capture and deduplicate inbound enquiries
We turn your process into a clear specification, including the people, inputs and exceptions involved.
Lead follow-up & CRM
Bring inbound leads into one process, assign ownership and prepare relevant follow-ups without losing the personal touch.
Discuss your project ↗
Where we can help
Service businesses receiving enquiries through forms, shared inboxes and multiple customer channels.
Example application
An enquiry is checked against the CRM, assigned to a team member and paired with a draft response. Reminders stop when the customer replies.
Illustrative use case. Final scope depends on your systems and requirements.Scope & deliverables
A focused implementation, with the details that make it usable.
We turn your process into a clear specification, including the people, inputs and exceptions involved.
We implement the agreed functionality around the tools and access available to your business.
We test representative cases, review failure behavior and agree on the actions that need human oversight.
We document the setup and walk your team through day-to-day use, ownership and the agreed support arrangements.
Start with clarity
What counts as a qualified enquiry? Which messages need approval before sending?
Bring a description of the current process, a list of your tools and a few anonymized examples. We will identify dependencies, define acceptance criteria and separate implementation costs from ongoing platform usage.
We agree which actions can run automatically, when the system should stop and who handles the exceptions.
Questions before we begin
Yes. We first review the existing implementation, access and documentation. We then propose the smallest useful change and identify any dependencies before estimating the work.
After discovery, we provide a proposal based on deliverables, integrations, review requirements and ongoing support. A pilot can be scoped separately when the approach needs validation.
You receive documentation and a practical handover. Monitoring, maintenance and further improvements are covered by an explicitly agreed support arrangement.
From the journal
Good follow-up starts with ownership, context and a clear stop condition.
Read the guide ↗A good place to start
Tell us about it. Let’s find a practical way forward.