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Configured for your business

Turn new inquiries into a clear next step.

LeadFlow connects the places where customers contact you with the people responsible for responding. We configure the intake, ownership and follow-up rules around your existing process, so an inquiry does not depend on somebody remembering to copy it into a spreadsheet.

Discuss this solution

Website packages, automation implementations and complete business systems are separate offers. Existing package inclusions remain unchanged. Additional integrations, provider fees and ongoing management are included only when stated in your proposal.

Where work gets stuck

A website form, shared inbox and sales spreadsheet can each hold a different version of the same conversation. LeadFlow gives your team a defined handoff instead of another inbox to check.

What we can include

  • Capture inquiries from agreed channels.
  • Check required fields and flag possible duplicates.
  • Create or update the lead in an agreed destination.
  • Assign an owner using rules approved by your team.
  • Send permitted acknowledgments and create follow-up tasks.
  • Show unassigned, overdue and completed handoffs.

How the process works

Illustrative process using fictional data. No messages, payments or live system changes are made.

  1. A new inquiry arrives.
  2. Required information and duplicate matches are checked.
  3. An owner and next action are assigned.
  4. The customer receives an approved acknowledgment where permitted.
  5. A reminder or exception reaches the responsible person.

A new inquiry arrives.

An illustrative scenario

A fictional property inquiry is captured, assigned to an agent and shown as awaiting a viewing response. This illustrates the handoff; it is not evidence of a deployed CRM connection.

What we need to confirm

  • An agreed source channel and destination with appropriate access.
  • A named owner for exceptions and response rules.
  • Permission and approved wording for customer communications.

Integration options are assessed before they are included in your proposal. A provider name is not a claim of partnership, certification or a live connector.

Outside the default scope

  • No purchased lead lists or unsolicited bulk messaging.
  • No guaranteed sales, response-time improvement or CRM compatibility.
  • New CRM licenses, unsupported connectors and data cleanup are separately scoped.

Start smaller or connect more of the business.

E-commerce Business Systems

A complete commerce project can bring the storefront, catalog, checkout, order handling and customer communications into one agreed delivery. We work around your business model and assess whether to build on your existing platform or implement a different supported foundation.

Real Estate Agency Business Systems

A real estate agency system combines the public property experience with the work that follows an inquiry. We scope the listing website, content administration, lead handling and viewing coordination around your agency and existing tools.

Business Systems for Service Companies

A service-business system brings customer intake, estimates, job scheduling and completion into an agreed operating flow. It can give office staff and field teams the same view of what has been approved and what still needs attention.

Wholesale and Distributor Business Systems

A wholesale system can combine a business customer portal with the order checks, pricing rules and handoffs your team needs. We review your ERP and stock processes first so the project supports the existing operational source of truth.

Setup and ongoing management

One-time setup: quoted after scope.

Ongoing management: quoted separately where required or selected.

Software licenses, messaging, AI usage, payment-provider charges and hosting are included only when your proposal explicitly includes them.

Your proposal defines the channels, integrations, users, data migration, handover and support responsibilities. This page describes a solution approach, not an unlimited feature bundle.

Custom systemsManaged support

Questions before you start

Can we keep our CRM?

Often the goal is to work with your existing tools. We first check their access methods, data fields and limits before confirming scope.

Does LeadFlow send sales messages automatically?

Only the permitted messages and rules agreed for your project. Sensitive or uncertain responses can remain drafts for staff approval.

Is a new website required?

No. LeadFlow can be commissioned independently of a website, subject to the available integration points.

Tell us what you need to connect.

Describe your process in everyday language. Do not include patient records, identity documents, payment details, passwords or API keys.

Discuss this solution

Website packages, automation implementations and complete business systems are separate offers. Existing package inclusions remain unchanged. Additional integrations, provider fees and ongoing management are included only when stated in your proposal.