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Ask with AI Beta
Ask anything about our services, process, pricing or how we can help. The guide answers, asks what it needs to know, and recommends — without leaving the page.
Example prompts
Growth — CRM Automation
Connect incoming leads with the people, reminders and updates needed to keep your sales process moving.
Enquiries · pipelineIllustrative CRM workflow
New enquiry1
General enquiryUnassigned
Website redesign#2481
Unassigned
In progress2
Digital strategySales team
Brand campaignClient team
Website redesign#2481
Unassigned
Qualified1
Content productionClient team
Website redesign#2481
Unassigned
Website redesign#2481
UnassignedArriving
Website form · Project brief.pdf attached
New website enquiry01
Website redesign
TopicWebsite redesign
SourceWebsite form
DetailsProject brief attached
Capture →
Where it helps
Capture the right details, assign responsibility and make the next action visible as an enquiry moves through your process.
Collect key details from your website forms, campaigns and other channels directly in your CRM.
Assign each enquiry to the right person or team, so nothing gets lost or forgotten.
Keep tasks, reminders and follow-up visible at every stage of your sales process.
The example
From arrival to follow-up, the enquiry is captured, assigned, given a next step and tracked in your CRM.
Illustrative CRM workflow
01Arrival
New website enquiry
TopicWebsite redesign
SourceWebsite form
DetailsProject brief attached
Project brief.pdf2.4 MB
02Assignment
03Next step
Create action
Next actionReview project brief
Due date—
StatusNot started
Add reminder →
04Follow-up
Draft ready
ToEnquirer
SubjectRe: Website redesign
StatusReady for review
View draft →
Illustrative campaign for an invented business. Approved client work is added with client permission; no measured result is shown.
What you receive
We can connect website forms, campaigns and voice or AI workflows to the same CRM process where they are useful.
Questions
HubSpot and comparable platforms. We work in the CRM you have where it can do the job, and say plainly if it cannot; changing CRM is rarely the first move.
Pipeline and field mapping, lead capture and routing, tasks, reminders and agreed follow-up, then exception handling and reporting. Automation built around your sales process, not a process rebuilt around the automation.
Capture, scoring, nurturing sequences, follow-up reminders, pipeline movement and the handoff to sales. The steps that depend on someone remembering are the ones that get automated first.
It makes sure it happens. Every enquiry gets an owner, a next action and a reminder; the sequences are agreed with you and a person can step in at any point. The automation keeps the process moving, it does not do the talking.
Yes. Website forms, campaigns and, where useful, voice or AI workflows connect to the same CRM process, so a lead arrives with its source and lands with the right person.
It becomes visible. Exceptions — a lead that did not route, a sequence that did not send — are reported rather than lost, so your team knows when something needs attention.
Usually not. Most CRMs can run the process well once it is mapped and set up properly. If yours genuinely cannot, we tell you before building anything on it.
On what happens to enquiries: whether every one has an owner, how quickly the first contact is made, how leads move through the pipeline and where they stall. The reporting is built into the CRM, not kept beside it.
Which CRM you use, how leads arrive and where assignment or follow-up breaks down, plus access to the CRM and the forms and campaigns that feed it.
Tell us which CRM you use, how leads arrive and where assignment or follow-up breaks down.
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