HQ360 / Services
Automation & CRM
Organised customer records, clear follow-ups and connections between your everyday tools.
For teams handling inquiries, estimates, appointments or repeat customers, including agencies implementing client workflows.
When this service helps
- Leads are spread across inboxes and spreadsheets.
- Follow-ups depend on someone remembering.
- Teams re-enter the same information in several tools.
What we can deliver
- A map of the current process and required data
- Agreed CRM stages, fields and ownership rules
- Form connections, notifications and follow-up sequences
- Testing of exceptions, workflow documentation and team handover
Common project types
Inquiry-to-proposal pipeline · Estimate follow-up · Appointment reminders · Repeat-service customer workflow
Relevant work
Published examples that match this service. We keep gaps visible rather than presenting proposed work as a completed project.
Loading published work…
How delivery works
- 01
Understand the project
Review your audience, material, existing tools and the problem to solve.
- 02
Agree scope
Write down deliverables, responsibilities, review rounds, timing and price.
- 03
Build and review
Share the work at agreed milestones and test the important journeys together.
- 04
Deliver and support
Hand over the agreed assets, access and instructions, then define any ongoing support.
What determines scope and price
The number of systems, existing data quality, API availability, message volume and exception rules drive scope. Software subscriptions, email or SMS charges and consent requirements are reviewed before activation.
Questions before we start
Can you use our current CRM?
We review its access, integrations and limitations before recommending changes. Replacing it is not a default requirement.
Will every message be automated?
No. We agree where automation is helpful and where a person should review, approve or respond.
Can you migrate customer records?
Data migration can be scoped after reviewing a sample, field mapping and duplicate handling. Existing records are preserved unless a specific cleanup is agreed.
Tell us what you need
Your service is preselected. Add or change it to match the work you have in mind.