A connected solution
Website and enquiry handling
end to end.
I'll build your website and set up the enquiry flow: form, validation, CRM record, task owner and notification.
Live example
From the first click
to a clear task.
You're the customer. Place a test order and see what happens inside the business.
The bright
side of
your desk.
The Orbit lamp. Soft light,
a distinctive shape.
Demo only. No payment or actual delivery.
One click.
Everything in place.
A website order becomes a clear task. See how it works.
- Order receivedWaiting for your demo purchase
- CRM recordProduct, total and status together
- Task assignedReady to contact the customer
Choose a colour, add the lamp and place a test order.
This demo uses sample data in your browser.
How it's built
Your website becomes
part of the workflow.
A customer sends an enquiry. The system prepares the information. Your team continues the conversation.
- 01
Website form
Collects the required fields and consent, protected against spam and duplicate submissions.
- 02
Data checks
Contact details, service and task description are checked before they move on.
- 03
CRM record
A customer record is created or updated with all enquiry details.
- 04
Owner and notification
The right person gets a task and a message in the team channel.
- 05
Customer conversation
The team continues the conversation already knowing what the customer needs.
What's included
One path
for every enquiry.
I choose the connections to suit your tools. First we agree on fields, statuses, exceptions and what each person needs to see.
- Data checks before anything reaches the CRM
- Protection against duplicate submissions
- Statuses and notifications for the team
- Access and a guide after launch
What it's made of
Services
inside the solution.
The essentials
Before
we start.
I already have a website and CRM.
We can connect your existing tools. First, I'll check the available integrations and how enquiries are handled today.
What if the CRM is unavailable?
The enquiry won't be lost: it is stored until delivered, sending is retried, and the owner is notified of the failure.
Can a person take over from the bot?
Yes. This needs a handover flow, saved conversation context and an actual channel for the person to reply.
How will we check it's ready?
We'll follow a test enquiry from start to finish, checking record creation, notifications and repeated submissions.