Lead capture and follow-up

Give every enquiry a clear next step.

When enquiries arrive in different places, ownership and follow-up can become unclear. Connect the capture, routing and next action into one practical workflow.

Discuss your enquiry process

Free consultation · Implementation from R4,500 · Scope confirmed in writing

Where the gaps appear

From first contact to a named owner.

A form submission is only useful if it reaches the right place. An inbox notification only helps if someone knows what to do next.

We review the route an enquiry takes today, agree where it should be recorded and connect the steps that your chosen tools can support.

  • One agreed destination for captured leads.
  • A notification to the person responsible.
  • A clear next action, with simple qualification or follow-up logic where supported.

This service improves the handling of enquiries you receive. It does not include buying leads or a promise of sales.

Published starting scope

Never Miss a Lead.

We agree the capture points, destination, owner and platform limitations before implementation. The starting scope connects one agreed destination, such as your CRM, spreadsheet, inbox or client-owned system.

CRM licences and paid messaging charges are separate. Large outbound campaigns are excluded. Additional channels, complex routing or other integrations are scoped and quoted separately.

If the workflow is unclear, the optional R1,250 Automation Opportunity Audit can help define it. If your brief is clear, we can quote directly after the free consultation.

Never Miss a Lead

From R4,500

For businesses that lose enquiries because leads are captured or followed up inconsistently.

  • Lead capture and routing setup
  • Connection to one agreed destination such as a CRM, spreadsheet, inbox or client-owned system
  • Notifications to the right person or team
  • Simple qualification or follow-up logic where the chosen platform supports it
  • Testing and handover

Not included by default

  • CRM licences
  • Paid messaging fees
  • Large outbound campaigns
Discuss this scope

A working handover

Agree it. Connect it. Test it.

Define the route

Identify where enquiries start, where they belong and who owns the next action. Confirm the scope, access and external costs in writing.

Configure the workflow

Set up capture, routing, notifications and the supported logic in the agreed tools. Accounts stay under your control wherever practical.

Verify the result

Run a test enquiry through the agreed route and check receipt, owner notification and any scoped follow-up before handover.

Automation and custom integration projects use staged payments: 40% to begin, 40% at the agreed working-demo milestone and 20% before final launch and handover. External fees are separate; dates are confirmed in the written quote.

Start with your current process

Where do your enquiries go today?

Tell us where enquiries arrive, which tools you use and where follow-up becomes difficult. We will recommend a practical next step.

Get a free consultation