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Improve a workflow
Capture and follow up with leads
New inquiries reach your existing sales pipeline and receive the agreed follow-up.
For an owner or sales manager losing track of inbound business inquiries.
Your package and next step
One existing form or shared inbox into one existing CRM pipeline. Up to five explicit assignment rules, one acknowledgment template and two follow-up emails. Stop follow-up on reply or opt-out; duplicate checks, failure alerts, and handover.
No passwords, patient records, or confidential documents. These answers stay in this page until you open and send your email draft.
What’s included
- One existing form or shared inbox into one existing CRM pipeline.
- Up to five explicit assignment rules, one acknowledgment template and two follow-up emails.
- Stop follow-up on reply or opt-out; duplicate checks, failure alerts, and handover.
What we’ll need
- Supported CRM/email access and working reply/opt-out events
- Approved copy, audience permissions and sender configuration
Outside this scope
- Cold prospecting or purchased lists
- AI-written autonomous replies
- Deliverability or sales guarantees