CRM & lead follow-up
CRM & Lead Follow-Up Automation for Small Business
Leads come from WhatsApp, forms, ads, calls and email, and many never get a second message. Lead follow-up automation captures every lead, follows up on time and keeps your pipeline up to date.
The problem
Most lost sales are lost in follow-up
Small businesses rarely lack enquiries. The problem is what happens after. Leads are scattered across WhatsApp chats, website forms, Facebook messages, inboxes and notebooks. Some get a fast reply, many get one reply, and very few get the second and third follow-up that often closes the deal.
Without a single pipeline, owners can't see how many leads came in this week, which ones are hot or who is supposed to call back. Staff spend time copying details between apps instead of selling.
Expensive CRMs don't fix this on their own if nobody updates them. The data has to flow in automatically.
The solution
Every lead captured, scored and followed up automatically
We build an automation layer around the tools you already use. New leads from every channel land in one pipeline, whether that is HubSpot, another CRM or a well-structured Google Sheet, with source and details filled in.
Leads are scored by rules you set, the right person is alerted, and follow-up messages go out on schedule by email or WhatsApp until the lead replies or a person takes over. Owners get a simple daily or weekly report.
One pipeline for all channels
Forms, WhatsApp, Facebook, calls and email leads collected in one place automatically.
Lead scoring
Budget, timeline and interest turned into a simple score so hot leads come first.
Timed follow-ups
Personal follow-up messages on a schedule you approve, stopped automatically when the lead replies.
Instant team alerts
The right person is notified the moment a qualified lead arrives.
Stage updates
Leads move through pipeline stages automatically based on actions and replies.
Owner reports
Daily or weekly summary of new leads, follow-ups sent and deals moving forward.
How it works
From first message to live system
- 01
Map your lead sources
We list every place leads come from today and what should happen to each.
- 02
Choose the pipeline
Your existing CRM, or a simple setup we recommend for your size.
- 03
Build the automations
Capture, scoring, alerts and follow-up sequences, tested with real examples.
- 04
Report and refine
Reports go live and we adjust rules based on what converts.
See it working
Try the live demo
No sign-up. Synthetic sample data only.
Who this is for
- Service businesses with leads from many channels
- Real estate agents and brokers
- Clinics, coaches and consultants
- Small sales teams without a dedicated CRM admin
Tools we use
FAQ
Frequently asked questions
Do I need to buy a CRM first?
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No. If you already have one we connect to it. If not, we can start with a structured Google Sheet or recommend a CRM that fits your size and budget.
Can follow-ups be sent on WhatsApp?
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Yes, through the WhatsApp Business API with approved templates, and only to people who contacted you or opted in.
Will the follow-up messages sound robotic?
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We write them with you in your tone, and they can include the lead's name and what they asked about.
What happens when a lead replies?
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Automated follow-ups stop and the lead is passed to the right person with the full history.
Can I see results?
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Yes. You get a simple report of new leads, sources, follow-ups and stage changes.
How much does it cost?
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It depends on the number of lead sources and tools involved. Most projects get a fixed quote after a short brief.
Want this for your business?
Tell us how you work today. You get a clear plan and a fixed quote, with no obligation.