Capture every enquiry
Connect forms, inboxes, WhatsApp, website chat, booking systems, and spreadsheets so new leads do not sit unseen.
Lead automation
Enquiry automation.
A clear next step.
Collect the details, prepare a helpful reply and keep your CRM up to date. Give every new enquiry a clear path to the right person.
- Your existing tools
- Human approval built in
- No upfront payment
- Input
Enquiry received
A message reaches your inbox.
- Preparation
Reply prepared
Intent and missing details identified.
- Your team
Reply approved
Review before anything is sent.
- Connected tools
CRM updated
Contact details and next step saved.
Illustrative workflow. Sensitive actions stay subject to your approval.
Practical places to start
From enquiry to follow-up
Qualify with context
The agent can compare answers against your rules, detect urgency, classify fit, and request missing details before a human steps in.
Book and update CRM
Qualified leads can be routed to HubSpot, Salesforce, Pipedrive, Zoho, Calendly, Google Calendar, Outlook Calendar, Slack, or Teams.
Example lead qualification workflow
This is especially useful for businesses where speed to lead matters: agencies, consultants, salons, clinics, trades, real estate teams, SaaS companies, recruiters, and local service businesses.
- A new enquiry arrives from a form, email, WhatsApp, Instagram, website chat, or CRM source.
- The agent reads the message, identifies the service requested, checks fit, estimates urgency, and drafts a helpful reply.
- If important information is missing, the agent asks for it. If the lead is qualified, it updates the CRM and suggests a booking link.
- Important replies, quotes, or unusual cases can pause for human approval before anything is sent.
Built around your current systems
We connect the workflow to the tools your team already uses, with clear access boundaries, error handling, logs, and human approval where a wrong action would be costly.
Before we start
Good questions. Straight answers.
Do we need to replace our software?
Usually not. We first check the APIs and integration options of the tools you already use. If something cannot be connected reliably, we explain the limitation before building.
Do we need AI for every task?
No. Fixed rules are often enough for moving data, reminders or updates. AI is useful when a task needs interpretation, classification or a draft reply. We choose what the task actually needs.
How much will a project cost?
The scope depends on the workflow, integrations, data quality and ongoing support. We agree the scope and price before building; an initial proposal is not a binding quote.
How long does a first project take?
A focused first workflow can take days to a few weeks, depending on access, the number of systems and testing needs. We agree a realistic timeline after reviewing the task.
Who approves sensitive actions?
Your team can approve emails, invoice records or other important changes. Approval rules are part of the design, not something added after launch.
Find your starting point
What would you like to take off your plate?
Tell us about one repetitive task and the tools you use. Get two initial automation ideas by email, with an outline of possible next steps.
- Two ideas matched to your task
- A suggested first workflow
- No obligation to proceed
Prefer a conversation?
Book a discovery call