DOOD / IMPLEMENTATION SERVICES
Lead management without the missing handoffs
Connect capture, qualification, ownership and follow-up so every enquiry has a clear next step.
EXPLORE THE WORKFLOW
Find the gap
A form confirmation does not prove the enquiry reached the CRM or the person responsible for responding. Leads get lost between systems as well as between people.
See a practical example
A website enquiry creates a unique submission reference. The CRM records its source and owner, and the owner receives a notification. Failed delivery is retried and remains visible. The next action tracks an actual response, not merely an email placed in a queue.
Define success
Track accepted enquiries, unassigned leads, first human response time and qualified opportunities using defined time windows.
Built for your working day
Service businesses receiving enquiries through forms, inboxes and other agreed channels.
What we work through together
- Channel and source inventory
- Fit questions and assignment rules
- Follow-up and escalation workflow
- Capture-to-response acceptance checklist
Before the workflow goes live
- A valid enquiry creates one CRM record
- A repeated submission is recognized
- Notification delivery is checked separately
- Unassigned and overdue enquiries remain visible
Systems and integration scope
We assess forms, email and the selected CRM first. Additional messaging or advertising channels need provider permissions and confirmed API support. A channel logo does not guarantee every integration is available.
Does this service supply sales leads?
This service improves how your business handles enquiries. Advertising, prospect lists and outbound lead generation are separate activities and are not included by default.
How much does implementation cost?
Implementation is quoted after discovery. Configuration, migration, integrations, training and ongoing support are scoped separately from software subscriptions and provider charges. A free prototype does not commit you to a subscription.
What should I prepare?
Bring one process, the systems it touches and an example of where work gets stuck. We agree a focused prototype and the information needed to evaluate it.
Examples illustrate a possible workflow. Your scope is agreed during discovery. Explore our method · CRM fundamentals
MAKE IT PART OF YOUR WORKFLOW
A useful tool. A connected business.
Bring your customer, inventory and accounting workflows together. Tell us where the handoff gets difficult.
