Quick win · 2–3 days
Never lose a lead in an inbox again.
Every enquiry lands in the CRM and pings the right person on WhatsApp within seconds of arriving.
Doing it by hand
Enquiries come in by website form, WhatsApp and phone, then sit in an inbox until somebody happens to look. The first call back often happens the next day — and by then the customer has already spoken to someone else.
- Somebody re-typing every enquiry into your sales system
- How fast you reply depends on who happens to be watching the inbox
- No way to tell which enquiries came from where
What we build instead
Every enquiry — wherever it came from — gets written into your sales system straight away, with all the details filled in properly. It picks who should handle it based on your rules, and messages that person immediately. Nothing sits waiting for someone to check their email.
This one is designed and ready to build, but we have not built it yet — so there is nothing to show you running, and we are not claiming any results. We agree exactly what it will do for your systems first, and you see it working before you sign it off.
Scope this workflowThe workflow
How it runs
The highlighted steps are the parts we build for you. The rest are things you already have.
- TriggerEnquiry arrivesForm or WhatsApp
- ProcessDetails tidied upNothing missing
- DecisionWho handles itYour rules
- ActionSaved to sales systemAutomatically
- ActionThat person toldWhatsApp or email
- Your website form
- Your sales system
What you get
- Every enquiry saved automatically, nothing typed twice
- Sent to the right person — by area, service or how big the job is
- That person gets a message within seconds
- You can see which enquiries came from where
- Real estate
- Professional services
- Coaching & education
Related workflows
Others that fit the same business
Have a system that needs to work smarter?
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