Fix this first · Biggest time saver
Lead follow-up
Enquiries from the portals get copied into the CRM by hand, and follow-up only happens if someone remembers.
- Change
- Set up one place where every new enquiry lands, gets a short summary, and gets a first reply written for you to check and send.
- Keep
- Keep your CRM and inbox. Connect your portal enquiries and let AI write the first reply.
Look at your last 20 enquiries and agree the five things every new lead must capture.