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CRM and lead automation
You pay good money to bring enquiries in. Then one sits unanswered for six hours and goes cold. This system logs every lead within seconds of arrival, works out whose it is and keeps following up until the person replies or asks you to stop.
Specification
- Setup
- Starting at R9,500
- Monthly
- Starting at R2,400
- Build time
- Usually about two weeks
- Works with
- HubSpot, Pipedrive, Notion, Airtable, Sheets
- Included in
- Growth and above
The sequence
- Second zero
- The enquiry lands from a website form, WhatsApp, a Facebook advert, an email or a phone log. It gets captured with its source attached.
- Second five
- A record appears in your CRM, with no duplicate if they've contacted you before. An acknowledgement goes out so they know somebody heard them.
- Minute one
- The lead gets scored on source, stated budget, service requested and history, then assigned to the right person with a notification.
- Day three
- If nobody has replied, the first follow up sends. Written in your voice, so it doesn't read like a template.
- Days seven and fourteen
- Two more, each taking a different angle. Most businesses stop after one. The money you can still recover sits in the two they skip.
- Every Monday
- A pipeline summary reaches you. New leads, response times, conversion rate and anything that's gone quiet.
Choosing a CRM
You probably don't need to change yours
We work with whatever you already use. If you don't use anything yet we'll suggest the smallest thing that fits. For a lot of South African SMEs that isn't a CRM at all.
- Already on HubSpot or Pipedrive
- We integrate straight into it. No migration and no change to how your team works day to day.
- Running on spreadsheets
- Often perfectly fine. A well structured Google Sheet with automation behind it beats an expensive CRM nobody updates.
- Using Notion or Airtable
- Both work well as a light CRM and we build against them regularly.
- Nothing at all
- We'll set up the simplest thing that covers you. You can outgrow it later without losing the automation.
What you get
- Capture from every channel
- Website, WhatsApp, email, social and phone, all landing in one place with the source recorded.
- A scoring model
- Agreed with you, written down and adjustable. No black box.
- Follow up sequences
- Drafted with you in your own wording, with an opt out that genuinely works.
- Reporting
- Response time, source performance and conversion, so you can see which marketing is worth repeating.
- POPIA aware handling
- Consent recorded, opt outs honoured and personal information kept only where you've agreed it should live.
Free. Twenty minutes. No slide deck.
Tell us what's eating your week
We'll pick one process apart with you and give you a straight number. If automating it won't pay for itself we'll say so. You'll still walk away knowing where your hours go.