CRM + follow-up for small business

Know what happens to every enquiry.

Bring your contact details, conversations and next steps into one place.

If enquiries arrive through your website, social accounts and inbox, keeping track can become another job. We help build a process that fits the way your business works.

Let's map your enquiry process →
Example workflow · configured for your business
01Enquiry captured
02Next step assigned
03Relevant follow-up
04Your team has the context
A clear process from the first hello

Built around your next step.

Capture the enquiry

A clear form that collects the details your team needs.

Keep it together

A useful contact record with the conversation, notes and agreed next step.

Follow up consistently

Relevant reminders, booking steps and rules for when follow-up should stop.

Make handover useful

Route enquiries to the right person with context for the conversation ahead.

Start with the process.
Build what you need.

01 / UNDERSTAND

Map what happens now

How do enquiries arrive? Who handles them? Where do things get delayed?

02 / AGREE

Define a useful first setup

Agree the forms, pipeline, messages and team actions your business needs.

03 / BUILD

Configure and hand over

Build and check the agreed process, then show your team how to use it.

Room to grow

Add only what helps.

An AI assistant can answer supported questions and capture details. Appointment booking can make the next step easier. Content management can keep your campaigns organised.

These are scoped options. We confirm the setup, ongoing support and usage costs before work starts.

Let's talk about your business

What happens after someone enquires?

Tell us about your current process and what you would like to improve. We'll discuss a sensible starting point.

Having trouble with the form? Open the enquiry form or email [email protected].

A few useful answers.

Do I need a new website?

Not necessarily. We can look at how an enquiry form or campaign page could work alongside your existing website.

Does it replace my team?

Your team still owns customer relationships and decisions. We configure tools to help with the agreed enquiry and follow-up tasks.

Can you use my existing systems?

We'll check the systems and access first. Compatibility and integration work form part of the scope.

What does it cost?

It depends on the setup, ongoing support and usage your business needs. We set out the scope and costs before work starts.

Do you guarantee leads?

A page and CRM need suitable traffic and an offer that people want. We do not guarantee lead volumes or sales.