Stop leads falling through the cracks.

The usual failure pattern

Enquiries arrive by email, phone and web form. Some get entered into the CRM, some don't. Quotes go out, and follow-up happens when someone remembers. The CRM slowly drifts out of date until nobody trusts it, and the business runs on inbox archaeology instead.

None of this is a discipline problem. It's a workflow problem: the system asks humans to do repetitive clerical work that machines do better.

What we automate around your CRM

• →Enquiry capture — web, email and form enquiries created as records automatically
• →Follow-up sequences — reminders and drafts that fire on schedule, with human approval on sends
• →Pipeline hygiene — stages updated from real events instead of manual edits
• →Handoffs — quotes accepted becoming jobs, with onboarding steps triggered
• →Owner visibility — a periodic summary of what's stalling and what needs a decision

CRM-agnostic on purpose

We work with the CRM you already have — or with the honest conclusion that a well-structured spreadsheet plus automation is enough for now. What we don't do is push a platform. The workflow decides the tool, not the other way round.