CRM · From new lead to reliable follow-up
No prospect slips through the cracks.
Enquiries come in through a form, email or campaign. The lead engine recognises them, fills in the company data and sorts them by priority. The CRM is up to date at once, the first message is drafted, and the follow-up runs alongside.
- 1Lead comes in
- 2Lead engine
- 3CRM is updated
- 4Personal outreach
- 5Follow-up runs
The problem
Good enquiries don’t get lost because nobody cares. They get lost because too much is done by hand.
Many channels
Enquiries arrive through the contact form, by email and from campaigns. Each channel ends up somewhere else.
Retyping into the CRM
Contacts are copied over by hand. That takes time, and company data is rarely added.
Following up by gut feel
Whether anyone follows up depends on calendar entries and personal notes. Whoever is on holiday forgets.
How it works
One enquiry, five steps, by example
With made-up sample data: a building services firm in Linz enquires through the contact form.
The lead comes in. Whatever the channel.
Contact form, email or campaign: every enquiry lands in one place, along with where it came from, for example Google, LinkedIn or a referral.
New enquiries
The lead engine recognises, enriches and prioritises
It checks whether the person and company are already known and fills in what’s missing: industry, location, website. Then it ranks the lead by priority and assigns it to the right person on your team.
- Recognise: a known contact is never created twice.
- Enrich: relevant company data is added without anyone researching it.
- Prioritise: concrete needs first, so the important enquiries don’t wait.
The CRM is up to date at once
Contact and company are created with source, status and the first task. Nobody retypes anything, and everyone on the team sees the same picture.
The first message is drafted. Personal, not boilerplate.
The reply responds to the enquiry and uses what is known about the company. It waits as a draft. You read it, adjust it and approve it. Nothing goes out automatically.
Dear Mr Huber, Thank you for your enquiry. Three sites, each planning its own maintenance, usually means double work on appointments and records. That is exactly where we come in. Would a short call on Tuesday or Wednesday suit you? Kind regards Lisa Gruber
The follow-up runs alongside
Deadlines, reminders and next steps sit with the lead. If no reply comes, the system reminds you in time to follow up. Nobody has to remember anything.
History · Markus Huber
- 19.10.Enquiry via the contact form
- 19.10.Reply approved and sent
- 22.10.Reminder: no reply yet, follow up
- 23.10.Call back, meeting booked
The AI prepares. You decide. No message reaches a prospect before a person has approved it.
The status
You see at a glance who is waiting and what is due next.
Every lead has a status. So you see straight away where a follow-up is needed and what is done.
-
New
The enquiry is in and assigned. Nobody has replied yet.
-
Contacted
The first message is out. Now the follow-up deadline is running.
-
In progress
There is a call or a meeting. The lead is with sales.
-
Done
The enquiry is closed, for example with an offer.
-
Discarded
Not a fit, for example spam or no need. It stays on file, traceable.
Your leads this week
What you get
Less retyping, faster replies
All enquiries in one place
Form, email and campaign come together. No enquiry sits forgotten in an inbox.
CRM always up to date
Contacts, source and status are entered before anyone thinks of it. No retyping.
Personal, not boilerplate
The first reply speaks to the prospect. Fast, but not like a mass mailing.
Nothing is forgotten
Deadlines and reminders sit with the lead, not in a calendar or on a sticky note.
Frequently asked questions
Where do the leads come from?
From your contact form, from emails and from campaigns. Each lead records which channel it came through and how it found you.
Does a message go out automatically?
No. The message is drafted and waits for your approval. It is only sent once you approve it.
What happens if the contact is already in the CRM?
The lead engine recognises them and attaches the new enquiry to the existing contact. No duplicate is created.
How is the priority set?
By criteria we agree with you, for example how concrete the need is, the industry, and the role of the person enquiring.