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CRM & automation

Your enquiries, bookings and follow-up. In one place.

An optional add-on to your website care plan. Keep track of new enquiries and their next steps, with a practical setup powered by GoHighLevel.

Your website brings them in. Your CRM helps you follow up.

When enquiries are spread across inboxes, notes and spreadsheets, it’s easy to lose track of the next step. This add-on gives you one place to manage them, alongside the website care you already have with us.

Add to website care

The CRM essentials

A defined package for the everyday work of capturing enquiries, organising opportunities and following up.

Talk about adding CRM Explore website care plans

Contacts & one pipeline

Keep customer details together and see which enquiries need a response, a quote or a follow-up.

Website enquiry capture

Connect your website enquiry form so new leads arrive in your CRM.

One booking calendar

Give customers a straightforward way to book a time with you.

Acknowledgements & reminders

Acknowledge new enquiries and create reminders for your team to follow up.

Initial setup

We configure the standard package and connect it to your website.

A practical walkthrough

Learn how to manage contacts, move enquiries through your pipeline and use your calendar.

Keep it simple. The standard package covers the setup above. Custom integrations, additional workflows and voice AI are quoted separately.

SMS, email and phone usage may incur additional charges. We’ll explain any applicable usage costs before you start.

From enquiry to next step

A clearer way to manage your follow-up

  1. 01

    Capture

    A website enquiry creates a contact in your CRM.

  2. 02

    Organise

    Move the opportunity through your pipeline as the conversation progresses.

  3. 03

    Book

    Share your calendar when an appointment is the right next step.

  4. 04

    Follow up

    Use reminders to keep the next action on your team’s list.

Let’s work out what’s next

Let’s get your follow-up sorted

Tell us how you handle enquiries now. We'll help you decide whether the standard CRM add-on fits your business.

Book a Chat