Services / Web & automation

Lead management & CRM

Every lead in one place, tracked to the booking.

If leads live in WhatsApp chats, notebooks and spreadsheets, some will be forgotten. We set up one place where every enquiry lands, tagged by source, with its status visible to your team.

How it works

A CRM is a shared list of every lead and customer, with what happened and what happens next. When ads, forms, WhatsApp and calls all feed into it automatically, you can see which channel brings real customers and no enquiry slips through. For clinics we use our own product, ClinicFlow, built for exactly this.

01

Sources

List every place enquiries come from today.

02

Pipeline

Simple stages that match how you sell: new, contacted, booked, done.

03

Connect

Ads, forms, WhatsApp and calls flowing in automatically, tagged by source.

04

Train

Your team trained to update status in seconds, from phone or laptop.

What’s included

The pieces we set up and run for you, depending on what your business needs.

Capture

Lead capture

All channels feeding one list, with no copy-pasting.

Pipeline

Sales pipeline

See every lead's stage and next step at a glance.

ClinicFlow

ClinicFlow for clinics

Our own clinic lead and appointment system.

Attribution

Source tracking

Know which ad, post or search each customer came from.

Who it’s for

  • Businesses losing track of enquiries
  • Teams where more than one person handles leads
  • Owners who want to know which marketing actually works

What you get each month

  • CRM setup and pipeline
  • Integrations with lead sources
  • Team training
  • Monthly lead-source report
Get a plan for your business

Common questions

Still unsure? Ask us directly, we reply within a working day.

Which CRM do you use?

We recommend based on your size and budget, including Zoho, HubSpot or ClinicFlow for clinics.

Is my data safe?

We use reputable tools with access controls, and your data stays in your account.

Can my team use it on phones?

Yes. All the tools we recommend have mobile apps.

What is ClinicFlow?

Our own product for specialist clinics: leads, appointments and reminders in one dashboard. Visit clinicflow-mu.vercel.app.

Ready when you are

Leads on loop.

Tell us about your business. We’ll show you where leads are leaking and what we’d fix first, free.