Lead capture
Enquiries from the site, ads, forms and messengers land in the CRM automatically, with the right fields filled in.
We take the manual steps out of the sales pipeline — capturing and qualifying leads, routing them to the right manager, following up and reporting — so every lead gets attention on time.
Enquiries from the site, ads, forms and messengers land in the CRM automatically, with the right fields filled in.
A lead is scored against defined criteria — budget, need, timeline — before it reaches a manager.
Leads are assigned by rule, and the system prompts a follow-up if there's been no response.
The assistant drafts replies, call summaries and next steps on a deal, saving the manager's time.
If a manager hasn't reached a lead within a set time, the system reminds them or reassigns the task.
High-scoring enquiries go straight to the manager with the lightest current load.
A manager learns when a customer reopens an email, revisits the site, or replies in a messenger.
The system reminds the manager through a sequence of touches until there is an answer or a clear no.
Lead capture
Qualification
Routing
Follow-up
Analytics and reporting
The system tracks every enquiry through to first contact.
Qualification and routing happen automatically rather than waiting in a queue.
Leadership can see who is carrying how many active leads and where the bottleneck is.
Pipeline reporting is built from actual events, not manually updated spreadsheets.
Enquiries are distributed across managers by region, product or current workload.
Drafts a message or email for a repeat touch based on the conversation history.
Shows conversion by stage and where deals most often stall.
We look at how leads move today and where they stall or get dropped.
We define scoring, routing and follow-up rules for your specific pipeline.
We connect the system to your CRM, messengers and reporting tools.
We put it into production and adjust the rules against real conversion data.
No — it removes the manual, repetitive steps so managers spend their time on conversations that need a person, not on data entry.
We define the criteria together — budget, timeline, fit — based on what actually predicts a good customer for your business.
Yes — automation is built on top of your CRM's existing structure rather than replacing it.
Routing rules can account for reassignment, absence and workload changes without manual intervention.
Yes — we set up reporting so you can compare pipeline performance before and after automation.
We'll show you which steps are worth automating first.