Automatic enquiry handling
Enquiries from all channels in one place, distribution by rule, reminders about overdue items and a report on time to first response. Starts with a free review.
10–40 days
Automation
Sales Automation: From Inquiry to Payment Without Manual Hand-offs
Sales automation removes the steps where an inquiry or a deal waits for a person for no good reason: someone has to notice it, copy it over, send a reminder, send a document. The typical set looks like this. Inquiries from the website, messengers and calls land in one queue and are assigned by a rule. A deal stuck at a stage reminds its owner on its own. An invoice or a proposal is generated from the deal data instead of being typed again. The customer gets a confirmation the moment they act, and the owner sees overdue items and first-response time every day. We work with your CRM, or without one if the process still lives in spreadsheets. The first step is mapping the process, so we don't automate a mess.
- We start with
- A process map
- where an inquiry or deal waits for a person, and whether that is worth removing
- Separate service here
- Inquiry handling
- one queue from every channel, assignment, reminders, first-response time
- CRM
- Your current one or a new one
- you buy licenses yourself, directly from the vendor
- Warranty on the work
- 30
- days
- from the date the acceptance act is signed; defects on our side are fixed free of charge
Who it's for
Situations where this service delivers results
Scenario 1 of 4
Inquiries come in, but far fewer become deals
Some inquiries vanish between channels, some get picked up a day later, and some get handled by two managers at once. It isn't about effort: there is no single place that knows about every inquiry and no rule for who takes it.
We'll review your situation in a free auditScenario 2 of 4
Deals quietly stall at their stages
A proposal was sent and forgotten, an invoice was issued with no follow-up. A month later it turns out the customer was waiting for a call. What helps here is rules that surface a stalled deal on their own, not a manager's memory.
Scenario 3 of 4
The same data gets typed three times
A manager copies a contact from a messenger into the CRM, then into a proposal, then into an invoice. Every copy costs time and is a chance to get the details or the amount wrong. Data should be entered once.
Scenario 4 of 4
The owner can't see what is happening in sales
The report is put together by hand once a month and only shows the number of inquiries. What you need is a few numbers every day: how many came in, how many were picked up, how many are overdue and how long the first response took.
What's included
Complete list of work and what you get as a result
- A map of your sales process from first contact to payment, marking manual steps and the points where inquiries get lost
- Inquiries from every channel collected in one queue, tagged with their source and assigned by an agreed rule
- Reminders to the owner of a deal that hasn't moved, plus a daily overdue list for the manager in charge
- Proposals or invoices generated from deal data without retyping company details or amounts
- Automatic messages to the customer in response to their action: inquiry received, invoice issued, payment received
- Website, chatbot and messengers connected to the CRM, so the deal source is kept all the way to payment
- A report on first-response time, stage-to-stage movement and overdue items, not just the number of inquiries
- A written contract and a 30-day warranty from the date the acceptance act is signed
Process steps
Transparent stages with approval at every step
Process review
We trace an inquiry from first contact to payment and count the manual steps and loss points. This is also where we decide what isn't worth automating: sometimes it is simpler to remove a step than to automate it.
Rules and design
We agree on assignment rules, response times, reminder conditions and the list of automatic messages, and put them in writing so the system does what was agreed.
Setup and connections
We connect channels and set up queues, reminders, documents and reports. The timeline depends on the number of channels and on whether your CRM has an open API.
Launch and reconciliation
We switch it on with real inquiries and check: did each one arrive, is anyone duplicated, did the reminders fire. Rules that don't match real life get adjusted.
When this service isn't right
What's not included — so there are no surprises at delivery
- Promises of higher sales: automation removes losses and manual work, while your managers do the selling
- Call scripts or sales training: that is a sales coach's job, not system setup
- Generating new inquiries: that is ads and SEO, while automation works with the ones that already came in
- A guarantee that managers will follow the rules: the system shows violations, and a manager acts on them
- Reselling CRM licenses or other services: everything is set up in your name directly
FAQ
Most frequently asked questions — with concrete answers
What can be automated in sales, and what can't?
Anything repetitive that needs no judgment can be automated: collecting inquiries, assigning them, reminders, filling company details into documents, notifying the customer that an inquiry or payment arrived, reports. What can't be automated is the conversation where you need to understand the customer's problem, agree on terms or handle objections. The system gets the inquiry to a person on time and with full history; the person does the selling.
Do I need a CRM to automate sales?
Not necessarily at the start. If inquiries are few and the process lives in spreadsheets and messengers, one queue with reminders and a report is often enough. A CRM becomes necessary when deals go through several stages, many customers are in progress at once and the history has to be visible for years. If you already have a CRM, we build the automation inside it, not next to it.
Is a sales automation system a separate piece of software?
Usually not. It is rules and connections between tools you already have: the website, messengers, CRM, accounting and document service. A separate app appears when the existing tools can't do what is needed and have no open API. In that case we weigh the options at the start: which is cheaper to maintain, extending what you have or adding a separate module.
How is this different from CRM implementation?
CRM implementation configures the system itself around your process: deal stages, fields, data migration, training. Sales automation removes the manual work around it: how inquiries get into the system, who learns about them and when, what happens to a stalled deal, how documents are generated. They are often done together, but they are different jobs with different scope.
Can a chatbot and messengers be connected?
Yes. Inquiries from a website or Telegram chatbot reach your CRM by webhook, tagged with the channel. Messengers your managers use can also feed one queue, but platform limits apply: not every messenger exposes its messages to outside systems, and we check this before the contract, not after.
How do I know the automation worked?
By numbers nobody tracked before launch: first-response time, inquiries with no owner, deals stalled longer than the agreed limit, the gap between inquiries in the channels and in the system. We record them at the start and compare after launch. Sales volume also depends on price, product range and managers, so we don't promise a growth percentage.
How long does sales automation take?
It depends on the number of channels, stages and systems to connect. One inquiry queue with reminders takes a few weeks; a full chain from first contact to invoice with several integrations takes longer. What affects the timeline most isn't the amount of setup but whether your systems have an open API. Stage ranges are listed above.
Not sure which service is yours?
Describe the task in your own words — we will tell you where to start and whether you need what you came for. If you do not, we will say so.
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- No commitment
- We work under a contract