What we do CRM and follow-up
Leads that never go cold
Enquiries arrive by phone, text, web form, and email, and half of them die in an inbox. We put every lead in one place and make the follow-up automatic.
What you get
- A CRM set up around how you actually sell, not a generic template.
- Every enquiry from every channel logged automatically, with the source.
- Follow-up sequences that go out on time: quote sent, quote chased, appointment reminded, review requested.
- A pipeline view the owner can read in thirty seconds.
- Set up on your accounts, so the customer list is always yours.
Who it is for
Businesses that quote work and lose track of who said yes: contractors, agencies, clinics, anyone with more than ten open enquiries at a time.
From the fieldWe run this shape of system for our own firm and for clients whose front desk used to be a stack of sticky notes.
How it starts
Tell us how a lead reaches you today and where it usually gets lost. That conversation is the design.
Discovery produces a fixed quote before anything is built. Your data stays yours, and we stay on to run and improve the system.