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02 CRM setup and automation

Business automation

A bespoke CRM built around how you work, with workflows for the steps you repeat. Less copying, fewer forgotten enquiries, appointments that run themselves.

Talk to us about automation
Example workflowMissed-call follow-up
  1. WHENA call is missed
  2. THENText the caller to ask what they need
  3. THENCreate or update the CRM contact
  4. IF THEY REPLYNotify the team and offer a booking link

What we set up

CRM configuration

Your job stages, the details you record, and who owns what.

Workflow automation

Repeat steps run on their own: confirmations, task assignments and record updates.

Lead response and missed-call follow-up

An automatic text or email acknowledges every enquiry or missed call and asks what they need.

Payments and contract workflows

Proposals, contracts and payment requests sent, tracked and chased automatically.

Appointment scheduling and follow-up

Customers book a time, get a reminder and hear from you afterwards.

Signs it could help

  • Customer details live in several places
  • Enquiries are followed up when someone remembers
  • The same emails and texts go out by hand
  • Appointments are missed because no reminder went out

Works well with

How it works

  1. 1MapWe go through your enquiries, job stages and the records you keep.
  2. 2ConfigureThe CRM is set up around those stages, with the details you record and who owns what.
  3. 3AutomateRepeat steps become workflows: follow-ups, reminders, contracts and payment requests.
  4. 4Hand overA working system and a team that knows how to use it.

Questions

Which CRM do you use?
We build bespoke CRMs rather than reselling a platform. Yours is designed around your enquiries, stages and records. We talk through what you already use on the discovery call.
Can you work with the tools we already use?
If you already use something, we talk through it with you rather than replacing it for the sake of it.
What is workflow automation?
Software that handles repetitive tasks for you: following up leads, sending reminders, routing enquiries or updating your CRM. It cuts admin time and gives enquiries a faster, more consistent response.
Free discovery call

Tell us what slows your business down.

We talk through how you handle enquiries, bookings, admin and follow-up. If we can help, we suggest where to start. If not, we say so.

Request a discovery callSend an enquiry