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CRM & Lead Automation

From lead capture to qualification, follow-up, and human handoff.

The problem

Leads arrive by phone, email, web form, and social messages. Some get answered quickly. Some wait a day. Some never get entered into the CRM at all, and follow-up depends on who remembers.

What gets automated

  • Lead capture from every channel
  • Qualification
  • CRM entry
  • Team notifications
  • Follow-up sequences
  • Nurture
  • Human handoff

How the system works

Every channel feeds one pipeline. AI reads and qualifies each inquiry against your criteria, creates or updates the CRM record, alerts the right person, and runs follow-up until someone takes over.

Example workflow
  1. Lead captured
  2. AI qualifies
  3. CRM record created
  4. Team notified
  5. Follow-up sent
  6. Human handoffhuman check

Systems that can connect

  • Your CRM
  • Web forms
  • Email
  • Messenger
  • WildJar
  • Slack

Approval and safety controls

  1. 01Approval before outbound messages where required
  2. 02Duplicate contact checks
  3. 03Opt-out handling
  4. 04Clear ownership of each lead

Who this suits

  • · Businesses losing leads to slow response
  • · Sales teams entering leads by hand
  • · Service businesses with several inquiry channels

Not sure this fits? Find what you can automate.

Talk through your crm & lead automation needs.

A discovery call walks through one workflow: how it runs today, what it touches, and what could be automated.

Book a Discovery CallFind What You Can Automate
  1. Your process
  2. Mapped
  3. Automated
  4. You approvehuman check
  5. Done