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ProjectNorthvane Plumbing & Heating

Lead and booking automation

An enquiry from your site lands in your CRM or spreadsheet by itself, you get a notification, the customer gets a reminder.

Examples

Northvane Plumbing & Heating and Ninefold Accounting are the studio’s own projects. They show the chain itself: an enquiry, a record in the CRM, a notification, a reminder to the customer. We don’t promise how much time it will save.

Who it’s for

A good fit if

  • Enquiries come from different places — the site, messengers, calls — and some get lost.

  • You copy enquiries into a spreadsheet or a CRM by hand.

  • Customers forget their bookings, and you remind each one yourself.

  • The steps are clear: what happens to an enquiry once it has come in.

Not a fit if

  • Enquiries are few and you handle them by hand with no trouble.

  • There’s no set way of handling an enquiry yet: nothing to automate so far. First decide who does what with it.

  • The customer needs an answer to a question, not a notification. Then you need a chatbot.

    AI chatbot
  • You need a system of your own: accounts, roles, reports. That’s an app.

    Apps & platforms

What’s included

  • Enquiry into your CRM or spreadsheet

    An enquiry from the site lands in your CRM or spreadsheet by itself: no copying by hand.

  • A notification for you

    You learn about a new enquiry at once: what the customer needs and how to reach them.

  • A reminder for the customer

    The customer gets a reminder of a booking, or of what you’re waiting for — documents, for example.

  • Calendar, payments and email

    We link the enquiry to your calendar, payments and email: a booking shows up in the calendar by itself.

  • Handover to a person

    An enquiry that fits none of the rules goes to a person instead of getting lost.

  • Testing before launch

    We run test enquiries through the whole chain and check that each one arrives where it should. Mistakes can happen — that’s why anything unusual goes to a person.

  • Services

    AI and automation services are paid for separately — we’ll name the amount once we’ve looked at the job.

Price and terms

On request

It depends on what the agent takes on and what we connect it to. Tell us about the job and we’ll name the price.

Get a quote
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We answer an enquiry within one business day.

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