Renovations: better project enquiries and follow-up
Keep longer project conversations connected from the first idea to the next agreed action.
Understand the project
Collect broad scope, location, timing and the desired consultation step before recommending a workflow.
Preserve the documents
Plans, reference photographs and notes should be linked to the right customer or project, with permissions and a defined storage process.
Make follow-up visible
Custom CRM and AI Email CRM can be reviewed for ownership, stages and task tracking. A suggested reply is not a signed quote or an accepted project.
Explain your expertise
Website content should show the actual services, project process and approved evidence. Named or anonymized case studies need real source material and publication permission.
Fit the project workflow
Tools to review
Customer communication
Reception AI
A front-desk platform for telephone calls, SMS, website chat, lead capture, appointments and customer follow-up.