What we do / 04

Lead management & CRM - Handled

Keep customer details, enquiries and quotations organised, so your team can focus on the next conversation.

The opportunity

From first enquiry to a well-prepared quote.

Generating an enquiry is only part of the journey. Customer details, ownership and follow-up need a clear home. Handled is the related CRM and quotations product; we help you plan contact capture, a simple lead pipeline and a practical follow-up process without implying that every website or advertising connection is already built.

Part of the wider picture

The related CRM and quotations product for organising customer details, enquiries and professional quotes. Explore the product directly and discuss premium upgrades for your needs.

Explore Handled

Planned / not yet connected

Bundled basic Handled access - upcoming

Basic access bundled with selected services is planned, subject to integration being enabled and the scope being agreed. Website-to-Handled and Facebook lead connections are not presented as live integrations. Premium upgrades are discussed separately.

What we can build together

The detail makes the difference.

Customer & lead capture

Agree the information your team needs and how it should be recorded. Any automated handoff is separately scoped against available integrations.

A simple pipeline

Define practical enquiry stages, ownership and next actions, so your team knows which conversation needs attention.

Professional quotations

Use Handled as the home for customer details and quote preparation, with your team responsible for prices, scope and approval.

Follow-up & premium upgrades

Shape a manageable follow-up process and discuss premium Handled upgrades where appropriate. Automation, plan entitlements and availability are confirmed before they are promised.

A possible project

A small team moving beyond scattered quotation requests

A clear pipeline can keep the brief, contact details and quotation process together. Your team stays in control of customer communication; any connected capture or reminders are agreed and tested before being described as operational.

01
Record the enquiry
02
Set the next action
03
Prepare the quote
04
Follow up personally

How we work

A clear scope. A considered process.

Bundled basic access is upcoming and depends on integration enablement. Connected website or Facebook lead capture is not claimed to be live. Product plans, permissions, data handling and any upgrade costs must be confirmed separately.

01
Map how enquiries currently arrive and how quotes are prepared.
02
Agree fields, pipeline stages and responsibilities.
03
Confirm product access and any supported integration scope.
04
Review the working process and agree any premium upgrades.

Before we start

Is Handled automatically included with a website?: Not currently. Bundled basic access is planned as an integration-enabled option; inclusion and availability will be confirmed in your proposal.
Will Facebook enquiries automatically appear in Handled?: We do not claim that connection is live. Any lead-source integration needs supported access, agreed scope and testing before use.

All services Enquiries & lead automation Internal business tools

Let's talk about your business

Ready for your next stage?

Tell us what needs to change. We'll help shape the scope and provide a clear proposal before work begins.

Request a proposal