Keep the context together
Useful form information joins the contact record and history, ready for the next conversation.
CRM and follow-up automation
After the form, who calls the customer?
An enquiry should not get lost between emails. We connect your website to your team’s follow-up: contact details, context, next action and the person responsible.
Gatineau · Outaouais · Canada & France
A defined scopeFrench & EnglishA direct contact
In practice
What we work on together.
Make the next step visible
To contact, appointment, estimate: stages are based on the way your team works.
Automate with a purpose
Confirmation, notification or reminder: each automation needs a clear trigger and purpose.
A closer look
What can happen after an enquiry arrives.
A form can trigger a contact and opportunity, an acknowledgement and a task for the right person. We define the triggers, timing and messages with you before enabling the workflow. This diagram shows an example to adapt to your team.
Start with a process your team will use. Ten automated reminders cannot replace a clearly assigned next action.
Before we start
The details worth discussing.
Bring your questions. These decisions shape the work and the budget.
Receive clearer enquiries
Forms can collect the service requested, coverage area, project type and necessary contact details. Questions should remain proportionate so the first step stays simple. The goal is to prepare a conversation, not replace human qualification.
Keep useful information together
A CRM helps organize contacts and opportunity stages. We define a process with your team, from a new enquiry to a conversation, proposal and next action. Fields, owners and tasks should reflect how you work.
Automate repetitive steps
Depending on your plan and available integrations, acknowledgements, notifications or reminders can be triggered. Email and SMS require suitable setup and authorized contacts. Sending limits, usage costs and stop conditions are defined before activation.
Keep control of the process
Each automation should have a clear trigger, message, recipient, delay and stop rule. Workflows are tested before activation so your team can follow enquiries and recognize when a personal response is needed.
Questions
What you may be wondering.
Must I replace all my tools?
No. We first review your tools and available integrations. Connecting them may be preferable to replacement.
Are text messages free and unlimited?
No. Terms and charges depend on the plan, channel and usage, and should be specified in your proposal.
Can review requests be automated?
Yes. A dedicated service supports honest feedback requests and reminders without selecting recipients by satisfaction.
Tell us what you need.
A current site, an idea or a problem to solve: that is enough to start the conversation.