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.
CLEAR PRICES, NOT JUST NUMBERS
See what you get for the range.
The short summary explains the solution in plain language. Details show what is included and what can move the price lower or higher.
Help me chooseSimple workflow
One source, 3–4 steps, one simple branch and basic error alerting.
The system removes repetitive work and keeps enquiries or tasks from disappearing between tools.
- process discovery and clear rules
- error handling, logging and human control
- form → email
- spreadsheet
Who is it for and what changes the price?
Who is it for?Best for teams doing repeated confirmations, follow-ups, data copying or internal notifications.
Price driversPrice depends on connected systems, branching, error handling, approvals and monthly usage.
Lead Recovery
Instant response, lead capture, categorisation, team alert and 2–4 follow-ups.
Enquiries receive automatic confirmation and follow-up so fewer disappear without a response.
- process discovery and clear rules
- error handling, logging and human control
- follow-up
- CRM
Who is it for and what changes the price?
Who is it for?Best for teams doing repeated confirmations, follow-ups, data copying or internal notifications.
Price driversPrice depends on connected systems, branching, error handling, approvals and monthly usage.
Booking Flow
Confirmation, reminders, cancellation, no-show and rebooking workflow.
The system removes repetitive work and keeps enquiries or tasks from disappearing between tools.
- process discovery and clear rules
- error handling, logging and human control
- reminders
- no-show
Who is it for and what changes the price?
Who is it for?Best for teams doing repeated confirmations, follow-ups, data copying or internal notifications.
Price driversPrice depends on connected systems, branching, error handling, approvals and monthly usage.