Website lead → CRM follow-up automation

Businesses that receive enquiries and need consistent confirmations, qualification and follow-up reminders.

All options

What's included.

Capture from one website or form source
lead record creation
customer confirmation
staff notification
qualification link
one follow-up sequence
status tracking and basic logs.

Scope and delivery.

Package limits: 1 lead source, 1 destination, 1 follow-up sequence and standard email delivery.
Admin panel: Basic lead and automation status view where hosted.
Delivery time: Estimated 3–6 business days after the workflow, message templates and credentials are supplied.

Boundaries and options.

Excluded work: Bulk unsolicited outreach, complex CRM implementation, multiple brands, SMS costs, advanced AI qualification and paid provider fees.
Optional add-ons: Additional forms, CRM integration, SMS, appointment scheduling, multiple sequences and advanced reporting.
Integrations: One form or website source and one email, spreadsheet or CRM destination.

How we work together.

Revisions: 1 workflow revision round after testing.
Client responsibilities: Provide message templates, lead fields, access credentials, consent wording and follow-up rules.

You have the vision.
We handle the tech.

Tell us what you want to improve. Together, we'll define the solution and the next step.