LEAD AUTOMATION

From enquiry to action, without the gap.

Lead capture, booking, CRM routing and follow-up workflows that help businesses respond consistently while opportunities are still warm.

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01

CAPTURE

Make the next action obvious and collect only the information that matters.

02

ROUTE

Send the lead to the right pipeline, owner or workflow.

03

FOLLOW UP

Automate acknowledgements, tasks and reminders while keeping people in control.

DELIVERABLES

What ships

Capture and qualification journey, agreed CRM handoff, acknowledgements, team alerts and testable workflow rules.

TYPICAL ENGINEERING

Selected by requirement

Astro or Next.js, React, TypeScript, Node or Cloudflare Functions, webhooks, CRM APIs and calendar or email APIs.

OPTIONAL INTEGRATIONS

Connect the existing stack

HubSpot, Zoho, Salesforce or the client’s current CRM can be assessed; licences and every integration are not included automatically.

SCOPE BOUNDARIES

What controls scope

CRM access, automation limits, data fields, consent, ownership, exception handling and third-party costs are defined first.

Connect intent to a responsible next action.

Start with one measurable handoff, then expand only where the workflow proves useful.

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