Enquiry to CRM
Website forms, emails, and WhatsApp messages are read, validated, and turned into a structured CRM record with a suggested owner and next step.
Sales and CRM Automation
Less repetitive work across lead research, enquiry handling, CRM administration, follow-ups, and sales reporting.
How it works · From new enquiry to organised pipeline
STEP BY STEP
In
- Website form
WhatsApp
- 1
Capture01
Enquiry received from any channel
Source: website
- 2
Validate02
Required fields checked
Phone missing
- 3
Enrich03
Public company details added
Company: 40 staff
- 4
Qualify04
Scored against your criteria
Fit: high
- 5
Route05
Owner assigned, follow-up drafted
Owner: Sales lead
Human checkpoint
Out
- CRM record
- Follow-up task
- Pipeline report
See how this would run on your own process, with your tools.
Book a free callThe problem
01
What this solves.
Enquiries arrive in several places, CRM records drift out of date, and follow-ups depend on someone remembering. Time that should go into conversations goes into admin.
What changes
- Every enquiry captured and routed the same way
- Consistent, complete CRM records
- Follow-ups that do not rely on memory
- Pipeline reporting without manual exports
Use cases
02
What this looks like in practice.
Typical examples. Every build is scoped to your own process and systems.
Lead enrichment
New leads are enriched with publicly available company information from approved sources before the first call, so the salesperson starts with context.
Follow-up assistant
Stalled deals trigger a reminder and a drafted follow-up based on the last conversation, ready for the owner to edit and send.
Scope
03
What we can build.
Capabilities
- Lead research and structured data collection
- Lead qualification workflows
- CRM record creation and updates
- Follow-up reminders and draft preparation
- Enquiry routing
- Sales activity reporting
- Connections between lead sources, CRMs, and other tools
How it works
We map where leads come from and what happens to them today, then connect those sources to your CRM with consistent fields, routing rules, and reminders. AI helps with extraction and drafting where it is useful.
Tools we commonly work with
HubSpot
Salesforce
Zoho CRM
Gmail
Outlook
WhatsApp Business
Calendly
Limits and human review
Outreach and any activity on third-party platforms is built within your permissions, each platform's rules, and the requirements that apply to you. Drafts are prepared for people to review and send.
Delivery
04
From first call to working system.
- 01
Discover
Days
- 02
Map
1–2 weeks
- 03
Design
Days
- 04
Build and test
2–6 weeks
- 05
Improve
Ongoing
You receive
- Lead intake and routing workflow
- CRM field and stage design
- Follow-up and reminder rules
- Pipeline report or dashboard
- Runbook and handover session
Workflows
05
Workflows in this service.
Each one has its own page with a diagram of how it runs.
Sales and CRM
Lead capture to CRM
Every enquiry becomes a complete CRM record with an owner and a next step.
See the workflowSales and CRM
Lead enrichment and scoring
New leads arrive enriched and scored, so reps prioritise the best fits first.
See the workflowSales and CRM
AI follow-up drafts
Stalled deals get a timely, personal follow-up drafted for the owner to send.
See the workflowSales and CRM
Proposal and quote generation
A branded proposal is drafted from the deal in minutes and sent for e-signature.
See the workflowSales and CRM
Meeting notes to CRM
Every call becomes a summary, decisions, and tasks on the right CRM record.
See the workflowSales and CRM
Pipeline reporting
A consistent pipeline report lands every Monday with a short written commentary.
See the workflowSales and CRM
Property enquiry to booked viewing
Every enquiry gets a fast reply, a booked viewing, and a CRM record for the agent.
See the workflowSales and CRM
Client intake and conflict checks
Structured intake, a conflict search prepared for review, and an engagement letter drafted.
See the workflow
Questions
06
Common questions.
Will it send emails to prospects automatically?
By default, no. Drafts are prepared for a person to review. Fully automatic sending is only set up where it is lawful, agreed in writing, and appropriate for the message.
We do not have a CRM yet. Can you help?
Yes. We can recommend and configure one that fits the size of your team, then build the workflows around it.
Which CRMs do you work with?
HubSpot, Salesforce, Zoho, and most CRMs with an API. If you do not have one yet, we can recommend and configure one.
Is lead enrichment GDPR compliant?
We use approved data sources, agree the lawful basis with you, and collect only what the sales process needs.
Next step
What would you like to improve?
Tell us what is taking too much time, what is difficult to manage, or what you would like your systems to do differently. You do not need a technical specification to start.