Lead Routing
Send each enquiry to the right salesperson, location, service team or workflow based on clear rules.
We connect leads, CRM activity, tasks, follow-up, notifications and customer journeys so important work does not depend on someone remembering every step.
Automation works best when it follows a clearly defined business process. We map triggers, rules, people, data and exceptions before connecting the tools.
Send each enquiry to the right salesperson, location, service team or workflow based on clear rules.
Automated email, SMS, task and reminder sequences built around real customer stages.
Reconnect with older prospects and customers using segmented, trackable reactivation workflows.
Move opportunities, create tasks, update records and trigger next actions as deals progress.
Automate handovers, approvals, alerts, service requests and operational tasks across teams.
Insert AI into defined processes for conversation, classification, summarisation, qualification and assistance.
We will map the process and identify what should stay human, what should be automated and where AI adds value.
Discuss automation