Capture inquiries
Bring an agreed incoming request into a simple lead log, using a supported website form or existing system.
Crestpost FollowUp
Follow up with a clear process.
A managed automation pilot for capturing inquiries, acknowledging requests and keeping the next step visible.
Request consultationUseful communication, without replacing everything.
We begin with one repeatable customer workflow and connect only the systems it needs. Your team controls the service promises, customer wording and final decisions.
Early pilot consultations. Each customer workflow is scoped and tested before launch; no booking or revenue outcome is guaranteed. No customer success statistics or live customer integrations are claimed.
Crestpost FollowUpWorkflow illustration
Inquiry received
An agreed website or inbox source
Customer acknowledged
Approved message, no appointment promise
Owner notified
A clear request and the next action
Lead status reviewed
One person owns the next conversation
What a pilot can include
Choose an application after reviewing your current tools. Compatibility, customer communication permissions and practical testing come before launch.
Acknowledge the request
Send an approved acknowledgement and notify the owner. An acknowledgement does not confirm an appointment.
Follow up on estimates
Agree when a reminder is appropriate, how replies stop it, and who handles the next step.
Remind customers about appointments
Use an agreed appointment source, timing and cancellation rule. Integration support is checked first.
Keep the owner informed
Surface requests that need attention, with clear status and a person responsible for the response.
Track the next step
Keep basic lead stages visible so enquiries, consultations, proposals and customers are distinct.
Start small. Measure what matters.
Agree the workflow, baseline response process, test cases and owner responsibilities. Review acknowledgement delivery, open requests and exceptions before adding more automation.
What needs a separate review
SMS, missed-call text-back, voice agents, payment collection and complex integrations are outside the initial offering. We do not enable them or buy tools without the necessary approvals.
Implementation and management
Implementation and ongoing management are quoted after workflow review. Subscription prices are not yet published.
Make the next step easier.
Start with one customer communication problem. We’ll review the process and the tools you already use.