Operations
CRM Implementation Coming soon
Build a CRM your team can actually run on.
Use case
Lead Management: Have AI Collect Every New Lead in One Place
Lead management in one place: enquiries from your forms, ads, inbox and DMs land in one list, with AI noting where each came from.
- Area
- SalesRuns on an AI System
- Good for
- Small businessMid-size
- Example tools
- GoHighLevelHubSpotManyChatGmail
The Problem
- Leads arrive by website form, Facebook ad, Instagram DM, email and voicemail.
- Each one lives in a different app, so some get answered twice and some never.
Imagine This
Monday morning you open one list. Six new enquiries from the weekend, each showing where it came from and what they asked about, with two marked as duplicates. You start calling.
How It Works
Example setup · AI-poweredWhat's the difference?
- TriggerAn enquiry arrives from a form, ad, DM or inboxe.g. GoHighLevel, ManyChat, Gmail
- AI stepAI sorts it, spots duplicates and notes the requeste.g. Claude, ChatGPT
- ActionOne contact is created or updated in your CRMe.g. GoHighLevel, HubSpot, Pipedrive
- Back to youYou work every new lead from one liste.g. a daily list in your CRM
What Changes
You have one place to check for new business instead of several inboxes.
The service behind this
This workflow is one part of a bigger system. When we set it up, it comes as part of:
Workflows that go with this one
- Use case
Answer Every Call and Book the Job, Even After Hours
The phone rings while you're on a job, and the caller tries the next business. An AI receptionist picks up, answers from your info and books it.
- Use case
Chase Unpaid Invoices Automatically
The invoice is overdue and the reminder feels awkward, so it waits. Polite reminders go out on their own and stop the day it's paid.
- Use case
File Every Signed Document Automatically
When a contract or form is signed, the signed copy is saved to that customer in your CRM and your shared drive, without anyone downloading it.