New enquiries are read, organized and answered in a draft, and the office approves every reply before it goes out.
Try the workflow
Illustrative workflow with fictional data. Nothing is sent, no accounts are connected and no AI service is called.
A homeowner writes in about a roof leak. The office approves the reply before it goes out.
Ready
Step 1 of 5: Enquiry received. A new message arrives through the website form.
The brief
A fictional roofing office receives enquiries by web form and email. The same details get copied into the calendar and the CRM by hand, and replies wait until someone has a free moment.
Design goals
Reply faster, without guessing
A drafted reply with real inspection times is ready the moment an enquiry arrives.
Keep a person in charge
Nothing reaches a customer until someone in the office approves or edits it.
One record per customer
The contact, the job and the conversation land in the CRM together.
What it does
- Website form
- Calendar
- CRM
- Reads web forms and emails
- Pulls out service, location, urgency and timing
- Drafts replies with open calendar times
- Approval queue before anything is sent
- Creates or updates the CRM record
More work
Tell us what you want to improve.
A slow website, a full inbox, a process held together by spreadsheets. Describe it in a few lines and we will come back with questions and a sensible first step.
- We read your enquiry and reply by email.
- A short call to understand the work and your tools.
- A written scope and a project-specific quote.