08Concept demo
Automatic lead workflow
From the web form to the follow-up: every request is logged, assigned and handled with no manual steps.
- Applies to
- Service businesses, installers, distributors and any business that receives requests through its website.
fig. 01Concept demo created by Tresneo · not a real client · sample data
The usual challenge
Requests come in through the website, by email and by phone. They get noted wherever possible, answered when there’s time, and follow-up depends on each person’s memory. Some opportunities slip away without anyone noticing.
The solution we propose
An automated flow that logs every request in the CRM, sends the customer a first reply, assigns the request to the right person and schedules reminders. If a quote is sent and there’s no reply within the expected time, the system flags it.
02Features
What's included.
- Automatic logging in the CRM
- First reply to the customer
- Assignment by request type
- Follow-up reminders
- Full history for every contact
- Team notifications
Typical technologies
- Web forms
- CRM
- Workflow orchestration
- Transactional email
- Notifications
Would something like this fit your business?
Every solution adapts to your process. Tell us how you work and we'll tell you what would make sense to build.