Sales and follow-up

Keep interested buyers moving forward.

Connect inquiries, calls, appointments and open estimates in a process your team can actually use.

Discuss your follow-up

What you get

A connected path from inquiry to customer.

Your website, advertising and personal follow-up should support the same sales process.

Capture and organize

Bring agreed inquiry sources into the CRM. Match customer records, preserve source details and assign the right person.

Book and follow up

Connect availability, appointments, reminders and follow-up tasks. Set the timing, message rules and points where your team takes over.

Track and hand over

Keep notes and next steps with the opportunity. When a sale is agreed, pass the customer and scope into the delivery workflow.

Delivered work

See a real inquiry path.

Operant built Refined HQ's website and connected CRM and business workflows. Our own inquiry process also captures the request, checks the submission and passes it into the customer system for a response.

See the work

How we put it in place

Built, tested and ready for your team.

Map the sales process

Agree sources, stages, ownership, follow-up timing and the information needed at each handoff.

Build and check the journey

Configure the CRM and connections, then test inquiry capture, booking, task assignment and the agreed communication rules.

Train and support

Show the team how to log activity and move opportunities forward. Document the process and agree any ongoing management.

FAQ

Common questions

What to expect before we start working together.

Can you improve our existing CRM?

Yes. We review your tools and sales process, then agree the setup, improvements or connections needed. Supported access and platform limits are checked before the build.

Can you connect website and advertising leads?

Yes. Website forms, supported ad lead forms, booking and campaign sources can feed the agreed CRM process. We confirm the exact sources, permissions and follow-up rules in scope.

Can we follow up from our phones?

Phone usability is part of the workflow review. Your team should be able to find the record, log the conversation and set the next action in the tools chosen for the project.

What do you need to scope the work?

Your current tools, the sources inquiries arrive from and examples of how your team follows up today. We use that to explain what we will build, who does what, when it can happen and the price.

Can you manage the system after launch?

Yes. Support, maintenance and improvements can be covered by an ongoing agreement. A documented project handover is also available without monthly management.

Give every inquiry a next step.

Tell us how inquiries arrive and where follow-up gets stuck. Your first 30-minute call is free.