Lead Capture & Instant Response
Enquiries arrive through forms, ads, email and social, then wait too long for attention.
What it does
Centralise enquiry capture, acknowledge leads promptly, create or update the CRM record, and notify the right person.
Signs you need it
- Leads come in overnight or on weekends and sit until someone notices
- Enquiries land in three different inboxes and no one owns them
- You've lost deals to a competitor who simply replied first
- Nobody's sure how many enquiries actually came in last month
How it works
Four steps, start to finish.
An enquiry lands
Someone fills in a form, replies to an ad, or messages you, on any channel.
It's captured and acknowledged
The enquiry is logged and the person gets an instant, personal acknowledgement so they know they've reached a real business.
A CRM record is created
Their details are captured, checked against existing records for duplicates, and filed, no manual data entry.
The right person is notified
Whoever should handle it is alerted straight away, with the context they need to pick up the conversation.
Human vs. automated
Where the line is drawn.
Automated
- Capture and acknowledgement across every channel
- CRM record creation and duplicate detection
- Routing the notification to the right person
Human
- Handling anything that falls outside the expected pattern
- The actual conversation once a lead is engaged
How it's measured
Measured against what matters.
- Median response time
- Share of enquiries successfully contacted
- Enquiry-to-conversation rate
- Appointment conversion
- Staff time spent processing enquiries
Targets are agreed against your current baseline before anything is built, these are the categories we track, not a promise of a specific number.
Speed of response is the single biggest lever on whether an enquiry becomes a conversation. This system exists to make sure none sit waiting.