Practical tools to help handle enquiries, keep follow-up moving and reduce the work you do twice. Built around the way your business runs.
If you're copying details between systems, chasing up enquiries or answering the same questions, there's a useful place to start. We look at the work involved, scope a solution around your existing tools, then build, test and support it.
Each project is quoted around the task and the systems involved, with a clear scope before we begin.
Help callers with common questions, capture enquiry details and pass them to the right person. Where your booking system allows, help customers arrange an appointment.
A caller explains what they need. Their details and a call summary reach your team for follow-up.
Set up the next steps when an enquiry arrives, so someone knows what needs doing and customers receive a timely acknowledgement.
A website enquiry creates a CRM contact, notifies your team and adds a follow-up task.
Move information between your website, CRM, booking tools and job management software, reducing repeated data entry where those systems support it.
A confirmed booking updates the customer record and passes the appointment details to your team.
These are examples of what we can scope together. The right setup depends on your tools and how you want your team involved.
Tell us about the task and the tools you use. We'll help you work out what can be simplified and what it would involve.
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