Set up around how you attract, win and delight customers

Real estate

Every enquiry gets followed up, at the right stage

Property buyers take weeks to decide. We build a follow-up system that stays in touch the whole way, so no serious prospect goes quiet because someone forgot to call.

What we set up

• A pipeline from new prospect to qualification, interest, post-inspection, negotiation and long-term follow-up
• Stage-specific message sequences by SMS, email and WhatsApp
• Inspection booking with reminders
• Payment plan and instalment reminders
• Reports on which channel brings serious buyers

Professional services

A full calendar and clients who feel looked after

Consultants, clinics, law practices and training firms lose hours to scheduling and follow-up. We automate the routine so your time goes to clients.

What we set up

• Online booking with deposits or intake forms
• Automatic reminders to cut no-shows
• Onboarding sequences for new clients
• Review requests after each completed job
• Invoices that chase themselves

Agencies

Run every client on one platform you control

If you build for other businesses, a standard setup saves you from rebuilding the same thing for each client. We help you create one.

What we set up

• Client accounts set up from a repeatable template
• Shared pipelines, dashboards and reporting
• Lead capture and follow-up you can resell as a service
• Training for your team on the platform
• Ongoing advice as you add clients

Government & enterprise

Structured processes and clear reporting at scale

Larger organisations need consistency and visibility more than anything. We design the process first, then configure the platform to enforce it.

What we set up

• Citizen or customer enquiry handling with tracked status
• Role-based access for departments and teams
• Standard communications and notifications
• Dashboards for leadership
• A phased rollout with training