Every enquiry needs a next move.
When leads sit in inboxes and notes live in someone’s head, good opportunities get lost. We connect your forms, CRM, and follow-ups so each conversation has an owner and a clear next step.
Lead routing · choose an example
Fix the handovers where deals stall.
“I thought you were replying.”
Assign an owner using territory, service, or account rules. Show unassigned enquiries separately and escalate them when the agreed response window is missed.
The quote lives in another file.
Prepare quotes from agreed product and pricing data. Link revisions, approval, and the sent version to the deal so everyone knows what the customer received.
No next step on the record.
Give each active deal a next action and date. Surface overdue work, stop reminders when someone replies, and keep the history in the CRM.
Start with one pipeline
Agree the rules. Then connect the tools.
We sit with the people handling enquiries, map a few real deals, and identify the point where information stops moving. That becomes the first working connection.
Before a sequence goes live
- Every lead has an owner or a visible unassigned state.
- Duplicate enquiries update the right record.
- Replies and opt-outs stop the relevant messages.
- Failed updates can be retried without creating a second deal.
Common questions.
Something else on your mind?
Do we need to change CRM?
Not necessarily. We first review your current fields, pipeline stages, duplicate rules, and integrations. Often the useful work is connecting the tools around the CRM and simplifying how people use it.
Can follow-ups be automatic?
Yes, with agreed triggers, stop conditions, and ownership. We distinguish internal reminders from customer messages and make sure a reply, an opt-out, or a changed deal status stops the relevant sequence.
What about messy historical records?
We agree which fields are trustworthy, identify duplicate records, and test a cleanup on a sample first. Ambiguous merges are reviewed rather than guessed, and the original export is retained for recovery.