Lead Automation
Faster response, cleaner CRM data, and follow-up that doesn't depend on memory.
Leads wait hours for a reply, CRM records are incomplete, and follow-up depends on whoever remembers.
Who it's for
Growing sales and service teams whose pipeline leaks between enquiry and first conversation.
Common workflows
- Instant acknowledgement and routing of inbound enquiries
- Enrichment and fit scoring before assignment
- Follow-up sequences paused automatically on reply
- CRM hygiene: duplicates, missing fields, stale stages
What the system handles
- Enrichment from approved sources
- Fit and intent scoring
- Assignment and round-robin rules
- Personalised follow-up drafts
Human control & exceptions
- Outbound messages follow approved templates and limits
- Reps approve first-touch messages for high-value accounts
- Opt-outs honoured across every channel
Delivered through our four-step method. How we work
Related demonstration
Multi-channel enquiry intake and CRM routing
- 01 Automated
Enquiry received
Email, form, or chat message captured in one queue.
- 02 Automated
Fields extracted
Name, company, service requested, urgency, location.
- 03 Automated
CRM lookup
Existing account matched; duplicates prevented.
- 04 Human review
Confidence check
Below 85% confidence or high value → held for review.
- 05 Automated
Draft and route
Reply drafted, owner assigned, task created.
- 06 Human review
Human approval
Owner approves or edits the reply before it is sent.
Illustrative workflow demonstration using representative business data. This is not a client result.
Questions
- Is this cold outreach at scale?
- No. We focus on responding to and qualifying demand you already have, and on keeping follow-up consistent.
- Which CRMs do you work with?
- Most mainstream CRMs with an API. We confirm fit during the assessment.
Automation Assessment
Find the workflow worth fixing first.
A focused session for owners and operations leaders. We map one process, establish a baseline, and tell you plainly whether automation is worth it — before you commit to a build.
Book a Discovery Call- Current workflow map
- Baseline: volume, time, delay, errors
- Ranked opportunity list
- Recommended first workflow and risks
- Go / no-go on a production pilot