Automation
The routine work happens. You stay in charge.
Acknowledgements, reminders and follow-up prompts run on time, every time, while decisions and relationships stay with people.
- Acknowledgement
- Reminder
- Internal notification
- Follow-up prompt
- Completed hand-off
Automation is for the work that should never depend on memory
The right things to automate are repetitive, time-sensitive and rule-based. The wrong things to automate are judgement, empathy and anything a customer would rather hear from a person.
Acknowledgements
Every enquiry gets a prompt, well-written acknowledgement, so no customer is left wondering whether their message arrived.
Reminders
Appointment and booking reminders that reduce no-shows without anyone having to remember to send them.
Follow-up prompts
Quotes and open enquiries resurface at the right moment, prompting a human follow-up rather than replacing it.
Internal notifications
The right person in your team is told when something needs them: a new enquiry, an overdue reply, an expiring document.
Workflow hand-offs
When one stage completes, the next begins: task assigned, status updated, record kept, nothing dropped between people.
Human review and limits
Automation drafts, reminds and routes. People decide. Anything sensitive waits for review, and every automated step is visible and reversible.
What is a missed enquiry costing you?
Your numbers, your arithmetic. Change any figure and see what unanswered enquiries could be worth across a year.
Enter your numbers above.
Illustrative only, based entirely on the numbers you enter.
Demonstration
One enquiry, handled without busywork
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1
New enquiry
A message arrives through the website form.
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2
Acknowledgement sent
The customer hears back straight away.
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3
Customer record created
Details stored in one place.
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4
Follow-up scheduled
A reminder set for the right day.
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5
Next step visible
The team can see what happens next.
What this replaces
The evening spent replying to messages, the follow-up that slipped to next week, the reminder that lived in someone's head. Not the conversation with the customer. That stays yours.
Pricing
Automation and connected operations
From £3,000 implementation
From £149 per month
Depending on workflows, integrations, support and third-party usage.
Businesses losing time to repetitive administration and manual follow-up.
CRM and automation are monthly services because there is software to host, maintain, secure and back up, workflows that run every day, and support behind them. A website that simply needs to stay online does not need that, which is why website hosting is charged annually instead.
Included
- Enquiry acknowledgements
- Follow-up reminders
- Quote chasing
- Booking confirmation
- Appointment reminders
- Review requests
- Document expiry reminders
- Internal task assignment
- Management reporting
- Third-party integrations
Find the hours you are losing to admin
Tell us what gets repeated, chased or forgotten in your week, and we will show you which parts can safely run themselves.