Solution 02
CRM & Follow-up Automation That Stops You Losing Leads
Stop losing leads to slow replies. Leads, deals, and appointments in one place, with follow-up emails and texts that send automatically when someone goes quiet.
Who it is for
Service businesses, agencies, consultants, and sales teams who track leads in spreadsheets or inboxes and follow up only when they remember to.
What is included
What you get with CRM & Follow-up Automation
Each project is scoped from these building blocks and combined around what your business actually needs.
Automatic follow-up sequences
Build rules once: if a lead has not replied in three days, send the next message. A visual workflow builder, no code to maintain.
Lead capture & routing
Web forms, calls, and chats land in one pipeline, tagged by source and assigned to the right person right away.
Pipeline, tasks & appointments
Contacts, deals, tasks, and bookings modeled on how your team actually sells, with roles and permissions per user.
Prospect research & outreach drafting
AI agents research target companies and draft personalized cold emails you can review and send, so outreach starts from a real reason to write.
How it works
From first call to launch
Free discovery call
A 30-minute call to understand what you need, who it is for, and what success looks like.
Scope and fixed quote
A clear written scope, a timeline, and a fixed price before any work begins.
Weekly builds
You see working progress every week and can steer the project as it grows.
Launch and support
We launch it, monitor it, and stay available for fixes and improvements.
Questions
CRM & Follow-up Automation: common questions
You set the rules once, for example sending a reminder if a lead has not replied in three days. The system sends the message from your own email account and stops the sequence as soon as the lead responds.
Sometimes. If your current tool works, we can add follow-up automation on top of it. If it does not fit how you sell, we build a CRM around your actual process and migrate your data.
Yes. The system connects to your email provider, such as Gmail or Microsoft 365, so messages come from your normal address and replies land in your normal inbox.
We can add AI agents that research target companies and draft personalized outreach for you to review. You stay in control of what is sent.
Related solutions
More ways we can help
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Data Dashboards & AI Insights
Turn spreadsheets and databases into dashboards, forecasts, and plain-English answers, so owners and managers can decide from numbers instead of guesses.
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AI-Powered Websites & Web Apps
Fast websites and web apps with AI built into the experience: instant quotes, smart search, assistants, and booking, designed to turn visitors into customers.
Learn more →Talk through your project
Book a free 30-minute call. You will leave with a clear plan, a rough timeline, and a fixed quote to follow.