Lead capture
Enquiries from your forms and chat are saved in one sheet or CRM.
Lead & Email Automation
We capture enquiries, draft or send first replies, follow up when people go quiet and remind customers to pay, so nothing slips through the cracks.
What’s included
Pick the parts you need. Each one is listed before we start.
Get a free demo ↗Enquiries from your forms and chat are saved in one sheet or CRM.
The sender gets a quick, friendly reply the moment they write.
If nobody replies, a polite nudge goes out two or three days later.
You are told about each new lead and who needs a reply.
See each lead as new, contacted or closed, and who is waiting on whom.
Your Gmail or Outlook inbox is read and sorted into booking, price, complaint and so on.
A draft reply is written for each type. You approve it, or let simple ones send automatically. Complaints always go to a person.
Reminders before and after the due date, with a payment link. They stop once the invoice is paid.
A short list of what is overdue, so you know whom to call.
Who it’s for
Real estate, solar, insurance, home services, travel agencies, law firms, online stores, freelancers and small agencies.
You stay in control. Nothing sensitive is sent without your approval unless you choose it.
Your first automation running on real enquiries, with you approving every reply.
Access to your inbox or forms, and examples of the replies you send most.
See our work ↗How we work
Three simple steps, and nothing to sign before you have seen the plan.
We look at the enquiries, emails and invoices you handle and where they stall.
We set up the capture, replies and reminders, and you approve the wording.
We go live, watch the first week and adjust what needs it.
Questions
Gmail and Outlook. We confirm yours during the first call.
Only if you choose that for simple replies. By default every draft waits for your approval.
They are flagged and passed to a person. They are never answered automatically.
Yes. Reminders go out before and after the due date with a payment link, and stop once the invoice is paid.
No. We can start with a simple shared sheet and connect a CRM later if you need one.
Connected services
Your next step
Tell us where leads and payments get stuck. You get a clear plan and a quote.