Sales and Customer-Service Automation
Automatic routing of incoming leads to the right salesperson and support requests to the right handler, with follow-up reminders, so response depends on your rules, not on who happened to check messages.
What This Service Handles
An enquiry from your website, a call, or a WhatsApp message and a support request from an existing customer both need to reach the right person quickly and get followed up until they are closed. This service builds the routing, assignment and follow-up logic that makes that happen without someone manually redistributing messages every morning.
Where Sales and Support Teams Lose Time
- Leads sit in a shared inbox until someone happens to open it
- The same enquiry gets contacted by two salespeople because there is no assignment record
- A support request is marked resolved without the customer confirming the issue is actually fixed
- Follow-ups depend entirely on a rep remembering to check back
- There is no record of how quickly enquiries are typically responded to
What Gets Automated
Lead Capture and Routing
Enquiries from your website, WhatsApp or call log are logged automatically and assigned to a rep based on territory, product interest, or workload.
Qualification Questions
A short set of questions — budget, timeline, requirement — is captured upfront so a rep opens a lead already knowing whether it is worth a call.
Support Ticket Routing
Incoming requests are categorised and sent to the right person or team, with priority based on the type of issue rather than the order they arrived in.
Follow-Up Reminders
A rep or agent is reminded automatically when a lead or ticket has gone quiet, instead of it being forgotten until the customer chases it themselves.
Channels We Connect
- Website enquiry forms and chat widgets
- WhatsApp Business
- Phone and call logs
- Existing CRM or helpdesk tools
Frequently asked questions
Do we need a CRM already in place for this?
No. We can build the routing and tracking directly, or connect to a CRM or helpdesk you already use if you have one. Either way, the goal is that no lead or ticket depends on someone remembering to act.
Can leads be split by territory or product?
Yes. Assignment rules can be based on location, product line, lead source, or current workload across your team, so distribution follows your actual sales structure.
What decides the cost of this?
The main drivers are how many channels feed into the system, how complex the assignment and escalation rules are, and whether existing CRM, helpdesk or telephony tools need to be connected rather than replaced.
What affects how long it takes to set up?
Timeline depends mostly on how many sources need connecting and whether third-party systems involved have accessible integration options. A single-channel setup with straightforward rules is faster than one spanning several tools with conditional routing.
Can this work alongside our existing phone system?
In most cases, yes. Where your telephony provider offers an API or webhook, call events can feed into the same routing and follow-up logic as web and WhatsApp enquiries.
Who can see how leads and tickets are being handled?
Managers get a dashboard view of assignment, response time and outstanding items across the team, so oversight does not depend on asking each rep individually.
What do you need from us before starting?
Your current lead sources, how leads and tickets are assigned today, and any existing tools you want kept in the picture. If assignment currently happens informally, we document the real pattern first rather than guessing at rules.
Tell us what you need.
Send a short brief and one of our engineers will come back to you — usually the same day.
- No obligation
- We reply the same working day
- Your details stay private