Lead capture and routing
Send website, advert and telephone enquiries into one organised place and notify the right person immediately.
We connect the tools you already use so enquiries, follow-ups, bookings and customer information move automatically—without copying and pasting everything by hand.
We focus on useful, reliable workflows with a clear business outcome—not automation for its own sake.
Send website, advert and telephone enquiries into one organised place and notify the right person immediately.
Automatically acknowledge enquiries, send agreed follow-up messages and remind your team when a response is due.
Connect booking forms, calendars and reminder messages to reduce manual scheduling and missed appointments.
Create or update customer records, move enquiries through stages and keep important notes attached to the right job.
Send a timely review request after a completed job and make it easy for happy customers to share their experience.
Turn scattered information into useful summaries and alert your team when something needs human attention.
The aim is a simpler workflow you understand and control.
We identify what happens now, where time is lost and where mistakes occur.
We agree the trigger, actions, exceptions and points where a person should step in.
We connect the tools, test realistic scenarios and make sure failures are visible.
We document the workflow, monitor early use and adjust it as your process changes.
A customer completes a quote form. Their details are saved, the business receives an alert, the customer gets an acknowledgement and a follow-up task is created if nobody responds.
A booking creates a calendar event, sends confirmation, schedules a reminder and updates the customer record after the appointment.
When a job is marked complete, the customer receives agreed aftercare information and a review request at the right time.
An unanswered call is handled by an AI receptionist. The summary and contact details are sent to your team and added to the correct enquiry pipeline.
We build clear hand-off points for judgement, unusual cases and customer conversations that need a person.
Automation projects vary depending on the tools, number of steps and integrations involved. We begin with a free workflow review, then provide a fixed quote and scope before building anything.
Best for a specific process such as lead routing, booking reminders or review requests.
Best for businesses that want several connected workflows and regular improvements.
Describe the process, the tools you use and what you would like to happen automatically. We'll reply within 48 hours.