CRM & Lead Management
Leads were slipping through the cracks — buried in inboxes, forgotten between meetings, going cold while the owner focused on the job in front of them. Now every lead gets an instant reply, automated follow-ups, and a booking link — without a single email drafted by hand.
The Problem
Every contact form triggered a cascade of manual steps — reading the submission, drafting a reply, logging to the spreadsheet, and hoping no follow-up slipped through the cracks during a busy stretch.
Leads who didn't book immediately disappeared into the queue. Without a system to detect stale records and prompt action, high-intent prospects went cold while the owner focused elsewhere.
More inquiries meant more manual work. There was no way to grow volume without either hiring someone to manage the inbox full-time or accepting that some leads would never get a response at all.
The Solution
Every lead is tracked in a shared CRM record — all four workflows read and write to the same data, in real time.
Contact form received → duplicate check → CRM record created → situation-aware personalised reply sent within seconds of submission, matched to the lead's stated context.
Booking detected → CRM record matched → status updated to booked → pre-call briefing delivered to the owner with full lead context before the meeting starts.
Runs every 4 hours — scans all CRM records for leads who haven't booked within 48 hours of their initial response. Flags them and triggers the approval nudge flow.
One approval click from the owner → CRM lookup → personalised follow-up email sent on their behalf. Human oversight maintained; zero email drafting required.
System Architecture
7 components · 46 nodes · 4 workflows · automated with minimal oversight
Measured Results
Ready to automate?