Fast first response
Acknowledge new enquiries quickly with an approved message.
Lead Follow-up & CRM Automation
Lead follow-up and CRM automation that keeps enquiries moving
We connect your lead sources to your CRM, send approved follow-up messages on a clear schedule and keep records and owners up to date, so fewer enquiries slip through.
Common uses
Where this helps
Follow-up sequences
Send timed follow-ups that stop when the lead replies or books.
Owner assignment
Assign leads and create tasks based on service, area or source.
Pipeline updates
Move deals forward only when agreed conditions are met.
AI is not always the answer
Most CRM automation is rule-based. AI may help with summarising enquiries or drafting replies for a person to approve.
Scope
What a Lead Follow-up & CRM Automation project includes
Respond to new enquiries quickly and keep every lead record up to date.
The problem: Enquiries sit unanswered, records go stale and nobody is sure who owns the next step.
What we can implement
- Lead capture from forms, calls and ads into your CRM
- Follow-up sequences with agreed timing and stop conditions
- Owner assignment, tasks and pipeline updates based on clear rules
What you receive
- Lead routing map
- Approved follow-up messages
- Pipeline automation rules
- Status reporting
What we need from you
- Lead sources
- Pipeline stages and required fields
- Message approvals
- Sales owners
Integration dependencies
- CRM subscription and admin access
- Email or SMS sending service
- Form and ad platform access
Human review: Qualified leads, replies and exceptions go to a person. Automated messages stop when a lead responds.
Implementation process
From first call to a working automation
- STEP 01
Discover
We review your current process, tools and goals on a free call.
- STEP 02
Scope
We agree one starting workflow, success measures, access and handover rules.
- STEP 03
Build and test
We build the automation and test it with real scenarios and your team.
- STEP 04
Launch
We launch with monitoring and alerts, then train the people who will use it.
- STEP 05
Support
Ongoing support and improvements follow the support scope you choose.
Commercial scope
What you pay for, and who bills it
Every project is quoted after scoping. We list each cost separately so you know what is a one-time build, what is billed by a vendor and what is optional.
Implementation
A one-time project fee for discovery, build, testing and launch. Quoted after scoping.
Vendor subscriptions
Platforms such as your CRM, voice or automation tools are billed by those vendors, usually monthly.
Usage charges
Some services charge per call minute, message or AI request. We estimate these before launch.
Ongoing support
Optional monitoring, changes and improvements, agreed separately from the build.
Questions & Answers
Lead Follow-up & CRM Automation FAQs
Which CRM do you work with?
We work with common CRMs and confirm integration options for yours during scoping.
Will leads get too many messages?
Sequences have agreed limits and stop conditions, and every message is approved before launch.
Can you clean up our existing records?
We can review your records and agree a cleanup plan as part of the scope.
What does it cost to run?
Implementation is quoted per project. CRM and messaging subscriptions are billed separately by those vendors.
Enquiry
Tell us what you want to automate.
Describe the task, the tools you use and what a good result looks like. We will reply with practical next steps for Lead Follow-up & CRM Automation.
Subscribe to our newsletter
Practical ideas on automation, websites, marketing and running a growing business, plus company news.
We respect your privacy. Unsubscribe at any time. See our privacy statement.