New enquiries
Confirm receipt, alert the responsible person and keep the next action visible.
Business automation · HVAC / Plumbing / Electrical
Every enquiry.
A clear next step.
Acknowledge new requests, follow up on estimates and keep your team in control of the conversation.
Demo uses fictional data. Email and SMS are simulated.
A simple follow-up process
01
RFQ received
Capture the website enquiry and notify the team.
02
Receipt acknowledged
Confirm that the request has reached the business.
03
Estimate marked as sent
Your staff set the price and send the proposal.
04
Follow-up scheduled
Send approved reminders after 1 and 3 days.
05
Reply or booking received
Pause reminders for a reply; stop when booked.
Built around your team
Keep pricing and decisions human.
Make follow-up consistent.
Open estimates
Start a reminder sequence when staff mark a proposal as sent. Timing and messages are agreed with your team.
Owner visibility
See open opportunities, booked jobs and a history of actions without chasing separate conversations.
Explore in 3–5 minutes
Try a complete example.
Create a fictional lead, advance the demo clock, mark an estimate as sent and book the job. Watch the activity log update as you go.
Nothing is sent. This demonstration has no live email, SMS or CRM connections. Enter fictional details only.
Start with one workflow
A small pilot.
An agreed scope.
We review your current website, email and CRM before proposing connections. You may already have tools that support part of the process.
- Understand the process. Choose one source of enquiries and an owner for each next step.
- Approve the rules. Agree message text, timing, channels and stop conditions.
- Test with your team. Verify capture, delivery, reply detection and cancellation using test contacts.
- Launch after approval. Monitor the agreed workflow and review enquiries, replies and bookings.
Questions before we start
Do we have to replace our CRM?
Not necessarily. We check the tools you use and their connection options first. Scope and pricing depend on the agreed implementation.
How does the system know an estimate was sent?
For a simple pilot, your staff send the estimate as usual and mark it as sent in the tracking system. Automatic detection can be considered after verifying your CRM or email connection.
What happens when the customer replies?
The intended workflow pauses reminders and alerts a member of your team. Reply detection, booking updates and opt-out handling must be tested for the selected systems before launch.
What does ongoing support include?
Monitoring, issue handling and an agreed allowance for changes can be provided separately. Support scope, service subscriptions, message charges and cancellation terms are agreed before payment.
Is this a guarantee of more sales?
No. A pilot provides an agreed process for consistent follow-up. We review its results with your team rather than promise a particular number of bookings.
Let’s map your first workflow
Request a short walkthrough.
Use our existing enquiry form and enter “Business Automation” as the project name. Tell us where enquiries arrive and how your team currently follows up.
Request a demoScope, timing and pricing follow a review of your current tools.