Respond to new enquiries before they go cold.
Capture each enquiry, prepare the next action and keep follow-ups visible until a salesperson needs to step in.
Request a process reviewBefore automation
A B2B company receives enquiries through its website, email, advertising campaigns and referrals.
A salesperson checks several channels, copies information into CRM, prepares a response, assigns the lead and remembers when to follow up. When the team is busy, responses are delayed, CRM records remain incomplete and promising leads disappear without a clear next action.
What the system does
A controlled route with visible checks, owners, exceptions and a processing history.
- 01Capture enquiries from agreed channels
- 02Extract contact details and the request
- 03Check whether required information is present
- 04Apply the company’s qualification rules
- 05Create or update the CRM record
- 06Assign the appropriate salesperson
- 07Prepare a personalised first response
- 08Provide the relevant meeting-booking link
- 09Send follow-ups on the agreed schedule
- 10Stop after a reply, booking or rejection
- 11Escalate valuable, sensitive or unclear enquiries
After automation
The salesperson opens CRM and sees the lead’s request, qualification status, prepared response, responsible owner, previous communication and recommended next action.
They focus on conversations and commercial decisions instead of copying data and managing reminders.
Human control remains part of the workflow.
The salesperson remains responsible for qualification decisions, pricing and important client communication.
Built around the real process
Qualification rules, CRM stages, response language and follow-up timing match the sales process already in use.
- Web forms
- CRM
- Calendar
Show us the work your team repeats every day.
We will identify where automation can reduce manual work, delays and operational errors without removing the controls your business depends on.