Automation & CRM

Keep your enquiries and next steps connected.

Reduce repetitive administration through clearly defined workflows that connect your website, communication tools and customer relationship management system.

Scope options

• Current workflow and enquiry-source review.
• CRM selection assistance, setup and field planning.
• Website form and campaign lead routing.
• Follow-up tasks, reminders and enquiry-stage tracking.
• Consented acknowledgement and nurture sequences.
• Approved chatbot or FAQ assistant setup with human handover.
• Appointment-request routing and booking-system connections.
• Permission-based contact imports and duplicate handling.
• Integration testing, failure alerts and handover documentation.

Optional extensions

Custom dashboards, payment-status connections, quote and onboarding workflows, and supported third-party API integrations.

What your proposal defines

Named tools, triggers, field mappings, user permissions and supported workflows. Subscriptions, messaging usage, custom APIs and ongoing monitoring are separately scoped. Chatbots do not provide clinical diagnosis or handle emergency care. Sensitive medical information is kept out of marketing workflows.

Build around your actual process.

We begin with the people responsible for responding to enquiries and agree the next step before automating it.

Automation & CRM

Connect enquiries, systems and follow-ups through practical automation.

Design the enquiry pipeline before configuring fields

Agree how a new enquiry becomes assigned, contacted, qualified and closed. Define staff roles, essential fields and the reason each stage exists.

Example outputs to discuss

• Pipeline design
• Field and role configuration
• Daily-task test cases

These are possible planning outputs. Your accepted proposal identifies the selected items, quantities and formats; this example list does not expand an existing order.

Illustrative working example

Staff practise assigning an enquiry, recording contact and finding overdue follow-up in the configured pipeline.

This is a hypothetical example, not a client case study or promised result.

Test a normal working day

Check creating an enquiry, assigning it, recording follow-up and finding overdue work. CRM configuration should support staff behaviour rather than add unnecessary data entry.