Inbound enquiry qualification
Every enquiry is read, sorted and passed to the right person.
Benefit: Prospects contacted sooner.
Sales & CRM
Answer every prospect and never leave follow-ups to chance.
Enquiries are sorted, followed up and logged in your CRM. Your sales team focuses on the conversations that matter.
A new enquiry comes in
Illustrative exampleEnquiry received
Website form
Qualification
Priority on your criteria
Reply
First message sent
CRM updated
Record created and assigned
Meeting offered
Available slots
What we can automate
Automatic proposal follow-ups
Unanswered quotes are followed up automatically, on your rules.
Benefit: Fewer forgotten proposals.
CRM cleanup and reliability
Duplicate and incomplete contact records are spotted and fixed.
Benefit: A more reliable customer list.
What you gain
Faster replies
Every prospect gets a first reply without waiting.
Steady follow-ups
Proposals no longer rely on someone remembering.
A reliable CRM
Information lands in the right place.
You stay in control
- Proposals and pricing stay under human approval
- Sensitive replies can be queued for review before sending
- Any CRM duplicate merge can require confirmation
Works with your tools
- HubSpot
- Salesforce
- Pipedrive
- Zoho
- Gmail
- Outlook
- Calendly
- Slack
What's possible depends on your tools and the access available.
Examples by industry
Frequently asked questions
Do we need to change CRM?
No. We connect to the tool your team already uses. A change is only suggested when the current tool genuinely blocks the project.
Do automated replies sound robotic?
Messages are written with you, based on your own wording. The goal is a useful, accurate reply, not a generic one.
A process you'd like to move forward?
Tell us about it: we'll look at what can be automated for you.