↳ ops · service
Operations and CRM automation
We build the chain from enquiry to CRM to quote to job, so no lead sits in an inbox unanswered.
↳ recovers lost leads · built in 1 to 2 weeks
In practice
An example from a business like yours.
What we'd build
What happens to one enquiry once this is built.
Something happens
A form, a mail, a WhatsApp, a job marked done, a stock level crossed. The moment someone would start the next step.
Lead intake to CRM to assignmentContact, deal, right person pinged, within a minute
Quotes and proposals from a templateDrafted from your rates, sent after your OK
Job booked, reminded, invoicedCalendar, reminder, invoice with payment link
Stock alerts and reordersThreshold hit, alert sent, reorder drafted
Rotas and timesheetsGaps spotted, shifts offered, timesheets made
Deadlines and renewals trackedCertificates and contracts, reminded before they lapse
You
The quote to OK, the exception to decide. Everything else already happened and is logged.
↳ you decide. The chasing, creating and copying happens on its own.
↳ you decide. The chasing, creating and copying happens on its own.
↳ recovers lost leads · built in 1 to 2 weeksWorks with
Tools we work with.
If yours isn't on this list, ask. We can almost certainly work with it.
Pipedrive
HubSpot
Salesforce
Monday.com
ClickUp
Notion
Shopify
WooCommerce
Stripe
Slack
Microsoft Teams
Make
Common questions
Questions about operations automation.
Do I need to change my CRM to work with you?
No. We work with whatever CRM you use: Pipedrive, HubSpot, Salesforce, Monday, even a Google Sheet. The point is to make your existing setup work properly, not to sell you new software.
Can it handle leads from multiple sources?
Yes. Most setups capture leads from website forms, Calendly bookings, Instagram DMs, WhatsApp, phone calls (transcribed) and inbound email, all merged into one CRM record per prospect.
How fast can a prospect actually get a response?
Under a minute for an acknowledgement is standard. Personalised replies depend on how much you want templated, typically 5 to 30 minutes for a hot lead during business hours.
Will the auto-quote system get the pricing wrong?
We always queue quotes for review by default. The system fills in the structure and standard pricing; you check the specifics before it goes out. Once you trust it, you can move to auto-send for certain templates.
What if I sell something complicated that doesn't fit a template?
Then we build a hybrid: AI handles the standardisable parts (cover letter, terms, line-item formatting) and prompts you for the bespoke pieces. Even reducing the quote-build time from 90 minutes to 20 is a big win.