CRM selection, setup and customer data structure
We define the contact, business and enquiry information your team needs, then configure suitable fields, access roles and a pipeline that reflects your sales process.
14 / CRM & AI WORKFLOW AUTOMATION
Less chasing. More moving forward.
Connect your leads, your tools and your team.
We bring enquiries into one organised pipeline and automate the repetitive work around them. AI summaries, lead routing, task creation and timely follow-ups give your team more context and a clearer next step.
Capture the enquiry
Connect the tools
Keep people in control
01Enquiry arrives
Website or WhatsApp
02AI summarises
Approved information
03CRM updates
Assigned to your team
04Follow-up ready
Human-approved action
Explore how an enquiry moves from the website to the next team action.
Connect the right information to the right person.
WHAT THIS MAKES POSSIBLE
An organised customer pipeline with less manual coordination and more useful context.
A good fit for
Businesses whose enquiries are scattered across spreadsheets, inboxes and chat apps.
We start with your current setup and agree a practical scope, so the work connects to your wider growth plan.
THE DETAILS THAT MAKE THE DIFFERENCE
What we take care of.
Website, ads, email and WhatsApp lead connections
Supported enquiry sources feed the agreed CRM with useful context. Source labels and duplicate checks help your team understand where each contact came from.
Sales stages, assignment rules and follow-up reminders
Each stage has a clear owner and next action. Assignment rules and reminders follow your team's process for qualification, proposals and customer follow-up.
AI enquiry summaries and approved knowledge workflows
AI prepares draft summaries from approved enquiry information. Your team can review key details, with uncertainty and sensitive requests routed for human attention.
System integrations, error alerts and audit trails
Available integrations connect agreed systems without assuming every tool is compatible. Logs and error alerts show failed actions that need investigation or correction.
Human approvals, operating documentation and training
Sensitive actions have defined approval steps. Operating notes and team training explain how to review automation, handle exceptions and maintain accurate customer records.
A SMARTER WAY TO WORK
Many moving parts.
One clear direction.
You don’t need to coordinate a dozen suppliers. We connect the plan, the people and the platforms, then keep improving what matters.
Understand
Your business, your customers, your goals. We audit what exists and find the most useful opportunities.
Build
We turn the plan into websites, creative, campaigns and connected customer journeys.
Activate
Launch with clear approvals, working integrations, a publishing rhythm and a team that knows the next step.
Improve
Review real performance, listen to customers and prioritise the next round of improvements.
A CLOSER LOOK
Clear scope.
Confident decisions.
Can you connect the tools we already use?+
We assess available integrations and APIs first. Supported connections are built into the agreed workflow, with clear permissions, error handling and human approval for sensitive steps.
Can this be included in a complete package?+
Yes. We can combine this service with the right website, creative, campaigns and customer journeys. Your proposal confirms deliverables, integrations, ongoing support and any third-party costs.
How will we know what is happening?+
We agree responsibilities, approval points and a reporting rhythm during discovery. Reviews cover completed work, relevant outcomes and next priorities.
YOUR NEXT CHAPTER STARTS HERE
Bring the ambition.
We’ll bring the whole team.
A website that opens doors. Conversations that keep moving. A brand people remember. Let’s put the right pieces together for your business.
Create my complete growth planStrategyCreativeTechnologyOngoing care
LET’S FIND YOUR STARTING POINTWhat’s next for your business?
Start with a confident website, a distinctive brand and a complete local presence.