CRM & AUTOMATED FOLLOW-UP
Keep Every Lead Organised.
Keep Opportunities Moving.
Give your team a clear view of every contact and next step. Connect your sales pipeline, appointment management and relevant follow-up in one organised workspace.
THE OPPORTUNITY
Turn More Leads Into Customers With a Clear Process
A practical CRM brings contact records, ownership, sales stages and agreed communications together. Your team stays in control of the conversations and decisions that need a person.
Scattered Contacts
Lead and customer details are spread across inboxes, notes and spreadsheets.
Missing Conversation History
Your team cannot easily see what has already been discussed.
Unclear Ownership
Nobody is sure who is responsible for the next response.
Missed Follow-Up
Routine messages and reminders depend on someone remembering.
Disconnected Appointments
Bookings and confirmations sit apart from the customer record.
Limited Sales Visibility
It is difficult to review opportunity stages, activity and progress.
WHAT WE BUILD
A CRM Built Around Your Sales Process
We agree the contact fields, pipeline stages, communication channels and integrations your team needs before implementation.
Centralised Contacts
Keep contact details, lead requirements and relevant activity together so your team can respond with useful information.
Contact records
Conversation history
Useful context
Sales Pipelines
Define practical stages that show where each opportunity sits and what should happen next.
Clear stages
Opportunity status
Next actions
Lead Assignment
Assign new leads to the appropriate person or team and make responsibility clear.
Team ownership
Lead routing
Activity tracking
Appointment Management
Connect bookings, confirmations and reminders with an organised contact record.
Calendar connections
Confirmations
Relevant reminders
Automated Follow-Up
Configure relevant email, SMS and supported WhatsApp messages around agreed triggers and contact preferences.
Agreed starting points
Follow-up messages
Team handovers
Reporting & Sales Visibility
Review pipeline activity and follow-up progress using the information available in your system.
Pipeline activity
Team progress
Practical improvements
HOW WE BUILD THE SOLUTION
How We Build Your CRM & Follow-Up
We agree the priorities, build the relevant components and test the customer journey.
01. Review Your Current Process
Understand where leads come from, responsibilities, sales stages and existing tools.
02. Configure the Foundation
Agree contact fields, pipeline stages, ownership rules and the necessary integrations.
03. Build & Test Follow-Up
Test the agreed steps, messages, reminders and team handovers using sample leads.
04. Train & Refine
Help your team use the system and review practical improvements as real activity builds.
WHY IT HELPS
Practical Improvements for Your Business
Build a clearer process around the needs of your customers and your team.
1. One Useful View of Each Lead
Keep the details and history your team needs to understand each lead.
2. Clear Ownership & Next Actions
Make it easier to see who is responsible, what has happened and which action is due next.
3. More Consistent Follow-Up
Use relevant reminders and agreed triggers to support routine follow-up while your team handles the conversations.
BUILT AROUND YOUR BUSINESS
Different Businesses. Relevant Customer Journeys.
Choose the setup that fits the service and the action you want to support.
CONSULTATIONS
Professional Service Leads
Assign prospects, record their requirements and track the route towards a consultation.
Assign a lead owner
Record requirements
Track qualification
Manage the next action
QUOTE REQUESTS
Quote-Led Businesses
Manage requirements, quote stages and agreed follow-up after a proposal is sent.
Keep lead details
Track quote stages
Assign follow-up tasks
Review opportunity status
CONNECTED NEXT STEPS
APPOINTMENTS
Appointment-Based Teams
Connect appointment confirmations and reminders with an organised contact and opportunity record.
Track bookings
Confirm appointments
Send agreed reminders
Record the next step
YOUR QUESTIONS ANSWERED
CRM & Automated Follow-Up FAQs
Answers to common questions about your system, communication channels and agreed scope.
Do we need to replace our current CRM?
Not necessarily. We first assess your existing system, access and integration options. Reuse, configuration or a new setup is recommended according to your needs.
Can WhatsApp follow-up be automated?
Where the selected tools support it and the required account, templates and permissions are configured. We confirm availability and scope rather than assuming it is included.
Does automation replace our sales team?
No. It supports routine communications and reminders. Your team still handles questions, qualification, proposals and decisions that need human judgement.
How is this different from Lead Capture Systems?
Lead Capture Systems collects lead details. CRM & Automated Follow-Up helps your team manage those leads, assign responsibility, track sales stages and follow up.
Are messaging costs included?
Your proposal distinguishes implementation and support from platform, integration and channel usage charges. Costs depend on the agreed tools and activity.
Can you guarantee that leads will respond?
No. Responses and sales depend on relevance, timing, the offer and customer choices. We configure a practical process without promising guaranteed response rates.
NEXT STEP
Give Your Team a Clearer View of Every Opportunity
Tell us how leads reach your business and where follow-up becomes difficult. Get practical recommendations for your CRM, sales process and next actions.
Cliqworks helps service businesses get found, generate more leads and follow up consistently. We connect your marketing, website and lead management to help turn more leads into customers.
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