CUSTOMER PROCESSES · AUTOMATION MADE CLEAR
When someone is already interested,
do not let the process fall apart there.
For us, automation does not mean a robot handles everything. It means repeatable, easy-to-lose steps get a system: a reminder, a priority or a prepared response.
AVAILABLE NOW
The first automation starts with an enquiry that might otherwise disappear.
Lead Recovery Loop is available today. It is built around one concrete problem: an interested person should not disappear simply because they did not get a next step in time.
Lead Recovery Loop
The first automation you can introduce today.
How many enquiries have disappeared because you replied a day later?
- What it does
- When someone enquires through your website, chatbot or email, the system responds immediately, asks the important questions and does not let that interest go cold.
- Why it matters
- Most lost enquiries do not disappear because the offer was wrong — they disappear because nobody replied for two days.
- For example
- Someone writes in the chatbot at 9pm. They do not have to wait until morning — the system starts the conversation then, and you begin the next day with a prepared summary.
WHERE WE ARE EXPANDING
It expands where the process has a genuine business reason.
These next processes are in development. They are not pre-packaged bundles: they are built for situations where losing attention has a business cost.
Quote follow-up
How many quotes you sent are still waiting for an answer?
- What it does
- When you send a quote, the system reminds you to follow up and signals when it is time to ask for an update.
Why is it useful? Show the example
- Why it matters
- Most lost deals are not lost because of the quote itself — they are lost because nobody followed up in time.
- For example
- You send a quote on Monday and the customer does not reply. On Thursday, the system alerts you: ‘Time to follow up on this one.’
Lead & Customer Inbox
When did you last really read all 40 unread messages?
- What it does
- It automatically organises incoming messages and emails: what is urgent, what is a new enquiry, and what has already been answered.
Why is it useful? Show the example
- Why it matters
- You should not have to review 100 emails to find the ones that actually matter.
- For example
- When you sign in each morning, you immediately see: ‘3 urgent, 5 new enquiries, 2 closed’ — not an unstructured inbox.’
Missed Call Recovery
Who called the next company because nobody picked up at yours?
- What it does
- When someone calls and no one answers, the system immediately sends a message: ‘We could not answer just now — how can we help?’ From there, the conversation continues.
Why is it useful? Show the example
- Why it matters
- When most people cannot reach a business by phone, they simply call the next company on the list. This rescues the missed call before it becomes lost business.
- For example
- Someone calls on Saturday after closing. Thirty seconds later, they are already messaging with you by SMS instead of calling a competitor.
Request-to-Action Desk
How many important documents got buried in your inbox last month?
- What it does
- When an important document arrives — a contract, quote request or invoice — the system recognises it, highlights the essentials and routes it to the right person.
Why is it useful? Show the example
- Why it matters
- An important document usually goes unanswered not because nobody cares, but because it gets buried among everyday emails.
- For example
- You receive a draft contract by email. The system recognises it, highlights the key points and immediately signals the person who needs to approve it.
E-commerce retention
When did an old customer last reorder without you reminding them?
- What it does
- After someone buys from you, the system follows up automatically: it helps with product use, asks for a review and reminds them when it may be time to reorder.
Why is it useful? Show the example
- Why it matters
- Bringing back an existing customer costs far less than acquiring a new one.
- For example
- You buy a product. A few weeks later, you receive a reminder: ‘You may be running low — would you like a refill?’
WHY IT IS BUILT THIS WAY
A customer journey works well when repetitive steps also have an owner.
The website, chatbot and human team together create the right next step. Automation helps where consistent attention creates value at the right time.
WHAT DO YOU GET AND WHY IS IT WORTH IT?
You do not receive invisible magic. You receive a traceable operating flow.
Automation creates value when it solves a concrete bottleneck and still shows what happened when something fails. We build the trigger, rules, checks and handover together.
WHAT YOU GET
- mapped trigger and workflow logic
- required system connections and data movement
- failure alerts, retries and human intervention points
- documentation, permissions and controlled launch
WHY IT PAYS OFF
- fewer lost leads and forgotten follow-ups
- less manual copying and repetitive administration
- faster response at important customer moments
- more visible operation and measurable failure points
WHY PROXEND
- we begin with one high-value bottleneck
- the project is phased instead of overbuilt
- failure and edge cases are tested
- optional monthly monitoring keeps integrations accountable
INDICATIVE PROJECT RANGES
See the working first phases.
We do not show one generic package. The real starting options are separated from the smaller entry solution to the more complex system, including the one-off project and required monthly operation.
See which option fits meMini automation
One trigger, 2–3 automated steps and one or two systems with basic logging and error alerts.
One trigger, 2–3 automated steps and one or two systems with basic logging and error alerts.
- one trigger event
- 2–3 automated steps
- one or two systems
- confirmation, logging and basic error alerts
Proxend's final billing and tax structure is still being established. The amounts shown are indicative project ranges; the personal proposal will state every payable item and the applicable tax treatment clearly.
Scope, exclusions and price drivers
For quickly replacing one simple repeated manual step.
Systems, fields, branches and error handling move the range.
- complex branching or custom administration
- external workflow, SMS, email or CRM fees
Custom automation
Multiple steps, branches, systems and custom business rules with deeper logging.
Multiple steps, branches, systems and custom business rules with deeper logging.
- multiple automated steps and branches
- multiple system connections
- custom business rules
- deeper logging, error alerts and documented handover
Proxend's final billing and tax structure is still being established. The amounts shown are indicative project ranges; the personal proposal will state every payable item and the applicable tax treatment clearly.
Scope, exclusions and price drivers
For a process already spanning several systems and decision points.
Steps, systems, branches, approvals and error types move the range.
- complete custom customer system or administration
- workflow, CRM, email, SMS and API fees
Automated lead follow-up
Instant response, lead capture, categorisation, team alerts and consistent follow-up.
Instant response, lead capture, categorisation, team alerts and consistent follow-up.
- instant confirmation
- lead capture and categorisation
- team alert
- predefined follow-up and monitoring
Proxend's final billing and tax structure is still being established. The amounts shown are indicative project ranges; the personal proposal will state every payable item and the applicable tax treatment clearly.
Scope, exclusions and price drivers
For businesses losing enquiries because of slow response or inconsistent follow-up.
Sources, channels, follow-up steps and CRM connection move the range.
- development of a full custom CRM
- CRM, email, SMS and automation-platform fees
Booking and quote automation
Enquiries, bookings, reminders, no-show handling, CRM or calendar and internal alerts.
Enquiries, bookings, reminders, no-show handling, CRM or calendar and internal alerts.
- processing of enquiry or booking journeys
- confirmations and reminders
- no-show or quote follow-up
- CRM or calendar connection, internal alerts and reporting
Proxend's final billing and tax structure is still being established. The amounts shown are indicative project ranges; the personal proposal will state every payable item and the applicable tax treatment clearly.
Scope, exclusions and price drivers
For appointment- or quote-based businesses with several manual handoffs and reminders.
Channels, services, statuses, reminders and integrations move the range.
- fully custom booking or CRM system
- booking, CRM, calendar, SMS and email fees
Connected customer system
Several systems, customer states, approvals, logging, reporting and human control delivered in phases.
Several systems, customer states, approvals, logging, reporting and human control delivered in phases.
- one clear first system phase
- multiple systems and customer states
- approvals, logging and error handling
- reporting, monitoring and documented roadmap
Proxend's final billing and tax structure is still being established. The amounts shown are indicative project ranges; the personal proposal will state every payable item and the applicable tax treatment clearly.
Scope, exclusions and price drivers
For complex customer operations where context is lost across channels and systems.
Systems, data models, permissions, automations and reporting depth move the range.
- automatic delivery of every planned module
- CRM, workflow, communication, AI and infrastructure fees