Software & AI Automation
Lead and CRM automation
Capturing enquiries reliably and routing them to the right place, from website forms to CRMs, notifications and follow-ups.
Implementation service
- Lead capture automationHow lead capture automation works: capturing enquiries from forms, routing them to a CRM or inbox, notifying the right person and handling failures reliably.
- Lead qualification automationAutomating lead qualification: agreeing what a qualified lead is, using form answers and CRM data, scoring rules, AI summaries of enquiries and keeping sales judgement.
- CRM workflow automationAutomating CRM workflows: tasks created at the right stage, reminders, record updates, emails from templates, approvals and keeping automations understandable.
- Lead routing automationAutomating lead routing: rules by service, region or size, round-robin and availability, fallbacks when nobody responds, out-of-hours handling and fair distribution.
- Sales follow up automationAutomating sales follow-up: reminders and sequences after enquiries and quotes, stopping when people reply, personal touches, marketing consent and opt-out rules.
- CRM data synchronizationSynchronising CRM data with other systems: deciding the source of truth for each field, one-way or two-way sync, matching records, conflicts, deletions and monitoring.
- Website to CRM integrationConnecting a website to a CRM: forms, bookings and orders, capturing source and campaign, server-side validation, spam filtering, consent fields and failure handling.
- Lead notification automationAutomating lead notifications: choosing channels, what each alert contains, urgency levels, avoiding alert fatigue, privacy and escalation when nobody responds.
- Sales pipeline automationAutomating a sales pipeline: event-based stage definitions, automatic stage changes, stalled deal alerts, required fields at key stages and better forecasts.
Troubleshooting and support
Choosing a provider
- Lead capture automation servicesChoosing a provider for lead capture automation: an inventory of every lead source, field mapping into your CRM, consent recording, failure alerts and test leads.
- Lead qualification automation servicesHiring help with lead qualification: criteria workshops, form changes, rules in your CRM, AI enquiry summaries, salesperson override and outcome reviews.
- CRM workflow automation servicesHiring help with CRM workflows: reviewing existing automations, mapping the sales process, building in your CRM, sample-record testing and a workflow list.
- Lead routing automation servicesHiring help with lead routing: agreeing rules with sales managers, availability and fallback design, building in your CRM, testing edge cases and distribution reporting.
- Sales follow up automation servicesHiring help with sales follow-up: mapping the sales cycle, salesperson reminders, message sequences in your voice, reply detection, consent checks and results review.
- CRM data synchronization servicesHiring help with CRM data sync: mapping fields and ownership, evaluating native integrations, cleaning before the first sync, sample testing, alerts and a sync map.
- Website to CRM integration servicesHiring help to connect your website to a CRM: form audit, field mapping, source tracking, validation and spam control, failure handling, testing and documentation.
- Lead notification automation servicesHiring help with lead notifications: how each person works, channels, urgency rules, escalation and acknowledgement, privacy in shared channels and testing.
- Sales pipeline automation servicesHiring help with pipeline automation: stage definition workshops, connecting calendars and proposal tools, stalled deal rules, dashboards, rollout and team training.
- CRM data cleanup servicesHiring help to clean CRM data: a data health report, merge rules you approve, backups, batched changes, consent reconciliation, retention decisions and prevention rules.
Pricing and quotation guide
- Lead capture automation costWhat lead capture automation costs: number of lead sources, CRM field mapping, duplicate rules, consent recording, alerts and testing, plus platform and CRM fees.
- Lead qualification automation costWhat lead qualification automation costs: the criteria workshop, form changes, CRM fields and rules, optional AI summaries, testing and the outcome review.
- CRM workflow automation costWhat CRM workflow automation costs: reviewing existing setup, process mapping, number of workflows, CRM plan limits, external integrations, testing and training.
- Lead routing automation costWhat lead routing automation costs: number of rules and teams, availability and fallback logic, CRM plan features, external routing tools, testing and reporting.
- Sales follow up automation costWhat sales follow-up automation costs: sales cycle review, message writing, sequence setup, reply detection and opt-out sync, CRM or email tool plans, and reviews.
- CRM data synchronization costWhat CRM data sync costs: number of systems and fields, native integration versus platform or custom sync, clean-up before the first sync, testing and monitoring.
- Website to CRM integration costWhat connecting a website to a CRM costs: number of forms and touchpoints, CRM API access, validation and spam control, duplicates, source tracking, testing and upkeep.
- Lead notification automation costWhat lead notification automation costs: channels and integrations, urgency rules, escalation and acknowledgement, text message fees, testing and reviewing after launch.
- Sales pipeline automation costWhat sales pipeline automation costs: stage workshop, connecting calendar and proposal tools, stalled deal rules, dashboards, CRM plan limits, rollout and training.
- CRM data cleanup costWhat a CRM data clean-up costs: record volume, duplicate complexity, field standardisation, consent reconciliation, manual review, prevention rules and periodic checks.
Industry solution
- Lead capture automation for B2B companiesLead capture for B2B companies: quote and demo requests, trade shows, distributor enquiries, account matching by company, buying committees and corporate email rules.
- Lead capture automation for consultantsLead capture for consultants: referrals, talks and articles, discovery call bookings, context for the first conversation and keeping replies personal.
- Lead capture automation for agenciesLead capture for agencies: new business enquiries, brief forms, referrals from partners, RFP invitations, portfolio page tracking and routing to the right team lead.
- Lead capture automation for home service businessesLead capture for trades and home services: calls, web forms with photos, quote requests, directory leads, missed-call follow-up, postcode checks and job booking.
- Lead capture automation for training providersLead capture for training providers: course enquiries, employer group bookings, brochure downloads, waiting lists, funding questions and routing to course advisers.
- Lead capture automation for recruitment agenciesLead capture for recruitment agencies: client vacancy enquiries, candidate registrations, separate pipelines and responsible handling of candidate data.
- Lead capture automation for property agenciesLead capture for estate and letting agencies: portal enquiries, valuation requests, landlord leads, viewing bookings, applicant registration and routing to branches.
- Lead capture automation for software companiesLead capture for software companies: trial sign-ups, demo requests, product usage signals, account matching, routing self-serve and sales-led leads, and consent.
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