Step 1
We Review Your Current Lead & Admin System
We identify where leads are slipping through the cracks and where admin is eating into your day.
Step 2
We Build Your Custom Automated System
You don't need to learn new software. We set everything up and connect it to what you already use.
Lead Capture & Instant Response Automation
How it works:
1. Customer submits a form (Facebook Lead Ad / Website Form / Landing Page)
2. Lead is instantly captured and stored in your CRM
3. Automated SMS or WhatsApp message is sent within seconds
4. AI asks qualifying questions to understand the customer's needs
5. Based on responses, the system sends a booking link
6. Appointment is scheduled automatically in your calendar
7. Lead and job are logged in your CRM system
AI Receptionist & Call Handling
How it works:
1. Customer calls your business
2. AI receptionist answers instantly
3. AI understands the request using voice recognition
4. Customer is asked key qualifying questions
5. AI books an appointment or routes the call to the correct department
6. Call summary and details are logged in your CRM
7. Confirmation message is sent to the customer
Smart Appointment Scheduling
How it works:
1. Customer receives a booking link
2. System checks your live calendar availability
3. Customer selects a suitable time slot
4. Appointment is automatically added to your calendar
5. Confirmation email and SMS are sent instantly
6. Automated reminders are sent 24 hours and 1 hour before the meeting
7. Follow-up messages are triggered after the appointment
Customer Follow-Up Automation
How it works:
1. Customer enquiry is logged in the system
2. Automated follow-up message is sent if no response is received
3. AI personalises follow-up messages based on the enquiry
4. Reminders continue at scheduled intervals
5. If the lead responds, the system notifies your team
6. Lead status is automatically updated in the CRM
Payment & Invoicing Automation
How it works:
1. Job or service is completed and logged in the system
2. Invoice is automatically generated
3. Invoice is sent via email or SMS
4. Customer pays through an online payment link
5. Payment status is tracked automatically
6. If unpaid, automated reminders are sent
7. Payment confirmation is recorded in the accounting system
CRM Integration & Data Synchronisation
How it works:
1. Customer data enters the system from multiple sources (website, calls, ads)
2. Data is automatically synced with your CRM
3. Customer records are created or updated instantly
4. Activity history is logged automatically
5. Sales and support teams can view full customer interactions in one place
6. Reports and analytics update in real time