Review new enquiryNorth & Co · Website build
NowCRM & automation
Stop making good enquiries fend for themselves.
We connect forms, CRM, email and useful automation so leads are captured, understood and followed up without living in somebody’s inbox.
Related real work
See the thinking in something we have built.
MONDAY OVERVIEWGood morning.
+ New opportunityNEEDS ATTENTION42 due today
ACTIVE PIPELINE12£18.4k potential
FOLLOW-UPS7All assigned
TodayView all
Prepare follow-upHarbour Studio · Branding
11:30Send proposalJuniper Health · Connected build
15:00PipelineThis week
Qualified5 opportunities
Proposal3 opportunities
Decision2 opportunities
Our internal lead engine, CRM, enquiry handoff and follow-up workflow built around one agency process.
View the buildThe actual problem
Good work gets lost when the route around it is awkward.
The technology is rarely the whole problem. A lead arrives with no context, gets copied into three tools, then waits for somebody to remember the next step. We simplify the route, keep humans in the decisions that matter and automate the repetitive handovers around them.
Cleaner lead capture
Forms and assistants collect the useful context without asking visitors for every detail at once.
Visible follow-up
Enquiries, owners, stages and next actions organised in a workflow the team can see.
Automation with a reason
Emails, notifications and data movement triggered where they remove delay or repetitive admin.
01Cleaner lead capture
Forms and assistants collect the useful context without asking visitors for every detail at once.
02Visible follow-up
Enquiries, owners, stages and next actions organised in a workflow the team can see.
03Automation with a reason
Emails, notifications and data movement triggered where they remove delay or repetitive admin.
What can be included
The pieces this job may need.
The final scope follows the problem. You will not be sold every item because it happens to be on this list.
- 01CRM review, selection or setup
- 02Lead capture and routing
- 03Email acknowledgement and follow-up
- 04Pipeline and next-action workflows
- 05Website chat and AI enquiry assistants
- 06WhatsApp journey planning where appropriate
- 07Workflow automation and integrations
- 08Consent-aware tracking and reporting
What can be included
The pieces this job may need.
The final scope follows the problem. You will not be sold every item because it happens to be on this list.
- 01CRM review, selection or setup
- 02Lead capture and routing
- 03Email acknowledgement and follow-up
- 04Pipeline and next-action workflows
- 05Website chat and AI enquiry assistants
- 06WhatsApp journey planning where appropriate
- 07Workflow automation and integrations
- 08Consent-aware tracking and reporting
How we approach it
A sensible order. Fewer expensive surprises.
Follow a real enquiry
We map what happens from first action to reply, qualification and handoff.
Remove unnecessary steps
The workflow is simplified before software or automation is added.
Connect the useful pieces
Forms, CRM, email and internal tools are implemented with clear ownership and failure states.
Test the whole journey
We verify duplicates, consent, notifications, errors and the human steps between systems.
CRM & automation FAQ
Before you ask.
Can you work with our existing CRM?
Yes. We first check whether the current setup can be made useful before recommending a move to something new.
Do you build AI chatbots?
Yes, when there is an approved knowledge set, a clear handoff and sensible guardrails. We do not connect a public assistant to private CRM data by default.
Can you automate follow-up emails?
Yes. Acknowledgements, reminders, internal notifications and structured next steps can be connected to the enquiry journey without sending unnecessary personal data to analytics tools.
Often connected to
Start with the awkward bit