Website enquiries into your CRM
Collect the details you need, create or update the customer record and assign an owner. Agree which enquiries need an immediate notification and which can wait for a scheduled review.
SYDNEY BASED. WORKING AUSTRALIA-WIDE.
Lead capture and automation for service businesses.
Capture website enquiries, follow up missed calls and connect your CRM to booking workflows. Practical lead automation for Australian service businesses.
Discuss your setupBuilt around the way you work.
When you are on a job, answering every call and following up every enquiry can be difficult. We connect the first contact to a clear next action, so your team knows who needs a reply and what happens next.
A useful starting point for trades, field-service teams and other service businesses that receive enquiries through several channels or keep follow-ups in individual inboxes.
WHAT WE CAN HELP WITH
A practical, agreed scope.
Missed-call follow-up
Where your phone system supports it, send an agreed text-back, save the enquiry and create a callback task. We check the phone and messaging requirements before choosing the setup.
Quote reminders and booking workflows
Keep the next follow-up date with the quote, notify the right person and connect accepted work to a booking or scheduling task. Stop follow-ups when the customer responds or the outcome is recorded.
Implementation is scoped and priced before work begins. Software subscriptions and optional ongoing care are outlined separately.
FROM PLAN TO HANDOVER
How the setup works.
Map one enquiry journey
Choose a starting channel, the details to capture, who owns the response and what counts as a successful handover.
Connect and test the workflow
Configure the agreed triggers, CRM fields, messages and notifications. Check duplicate enquiries, missing details and the handover to your team.
Hand over a usable process
Walk your team through the setup and document how to review enquiries, update outcomes and spot a failed connection.
Agree what success looks like.
Agree a baseline for response time, enquiries awaiting follow-up and bookings from enquiries. Use the same definitions after launch to see whether the workflow is helping. Tracking depends on the tools and scope you choose.
BEFORE YOU START
A few useful answers.
Do I need a new CRM?
Not necessarily. We start with your current tools and check whether they can support the workflow. Any recommended software and subscription costs are discussed before implementation.
Can we start with missed calls only?
Yes. A missed-call response and callback task can be one Focused fix. We first check your phone provider, messaging options and who will handle the replies.
Will this generate new leads?
This work helps you capture and respond to enquiries you already receive. Bringing new visitors to your business is a separate part of website and advertising work; automation alone does not guarantee more bookings.
START WITH ONE USEFUL IMPROVEMENT
Let’s plan your next step.
In a 15-minute call, we’ll discuss your current setup and whether a focused project makes sense. No obligation to start.
Prefer email?
hello@opsstudio.com.au