A lightweight enquiry pipeline with tagging, owner tasks, response templates and a clear dashboard, so every enquiry becomes a trackable opportunity.
Enquiries arrive by email, web form, phone and social message, but follow up depends on someone remembering to chase. Leads go cold, ownership is unclear, and nobody has one place to see what is still open.
No enquiry gets missed again. Every lead has an owner, a status and a next action, visible in one dashboard.
Enquiry arrives from a form, inbox, ad or phone note
The system validates the details, tags the service need and assigns an owner
A CRM record is created with an acknowledgement email and a team alert
Follow-up tasks and stale-lead alerts fire automatically until the lead is closed
One dashboard shows every open opportunity, by owner and by age
If leads are being chased from memory, a shared inbox or a spreadsheet, this is usually the first system worth building. It stops the leak before anything else, and it connects to the CRM, forms and email you already use rather than replacing them.
Growing service businesses: trades, clinics, consultancies and agencies losing enquiries
Forge Ops Partner, from £500/month
Pricing filters fit early. Larger builds are scoped after a discovery call or gap analysis.
Pick a day and time that suits you. We'll confirm by email and walk you through this system on a call.
