Leads & sales / SETUP & MONTHLY CARE
Lead intake and routing
Turn a website inquiry into a clear CRM record, an accountable owner and a next step before it gets lost in a shared inbox.
30-minute call. Setup and monthly care scoped together.
At a glance
- Best fit
- SMBs receiving leads across several forms, locations or service lines.
- Tools to assess
- Website forms, Follow Up Boss or existing CRM, Shared task board
Available actions depend on your accounts, permissions and integrations.
How it works
Starts when: A prospect submits an approved website form or enters the connected CRM.
Capture the inquiry, its source and the fields needed for the first response.
Look for an existing contact using stable identifiers and flag conflicting matches.
Apply agreed service, location and ownership rules, then create a follow-up task.
Record the routing result and surface unassigned or failed items for review.
In practice
Illustrative scenario: a property-service inquiry is linked to an existing customer, assigned by service area and given a follow-up task with the original request attached.
Illustrative example. We test against your tools, rules and representative cases.
Where your team steps in
A person resolves unclear ownership, incomplete inquiries and identity conflicts; the workflow does not guess who a duplicate contact belongs to.
Setup & monthly care
What to have ready
- A connected intake source and CRM
- Written assignment rules and an exception owner
- Agreed required fields and duplicate-matching rules
What happens after launch
We review failed or incomplete runs, maintain agreed connections and adjust approved rules as your process changes.
Your proposal defines the workflow owner, review schedule, support coverage, usage costs and included changes.
Explore leads & sales services and our South Florida service areas.
What we track
Set a baseline with your workflow owner. Review targets against your process and volume.
- Time from inquiry to assigned owner
- Unassigned inquiries awaiting review
- Duplicate or conflicting contact rate
LET’S MAKE WORK FLOW
Bring us the busywork.
We’ll help you choose a useful first automation.