robot crm
One enquiry arrives by email, another through social media and another stays on a phone. When each lives somewhere different, it is hard to know what is pending. We organise that route.
Know what is still to do
We define which information to keep and which stages make sense for your business: an initial enquiry, information needed, a quote sent or a closed conversation. The labels should help you work.
A system your team can use
We look at who receives enquiries, how they are assigned and when to follow up. The tool is chosen for that way of working. Installing software does not solve uncertainty about who should reply.
For example, after sending a quote
Agree who will follow up and when, so it does not depend on someone remembering at the end of the week. Follow-up should be proportionate and respect what the person has asked for.
Your business still handles enquiries and sales
We take care of the agreed process and improvements. Your team handles opportunities and closes sales. Before connecting tools, we review access, the data needed and each party’s responsibilities.
A specific job or ongoing support?
If you need this work on its own, we agree the scope first. If you want ongoing direction across adverts, content and enquiry follow-up, take a look at robot pro. There is no need to buy everything to start a conversation.