ServicesAI Lead Tracking & CRM Setup

See where enquiries come from, and who follows up.

Calls, forms, and bookings arrive in different places. Finding out where an enquiry came from, whether it's in the CRM, and who is handling it takes checking several tools.

Connect the agreed enquiry routes to one CRM. Automation and AI sort each new enquiry, so its source, owner, and next step are easy to see.

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Already know what needs connecting? Discuss this project.

Put the information where your team works.

The aim is practical visibility: a test enquiry arrives through an agreed route, appears in the CRM with the available source information, and has an owner and next action.

That gives the team a clearer way to handle enquiries and gives you better information for marketing decisions.

What's included

One CRM and pipeline, with up to three agreed enquiry routes.
Source capture using suitable forms, campaign parameters, tags, or tracking numbers.
Lead assignment and internal notifications.
A practical enquiry and pipeline report.
Tests confirming each route passes the expected information into the CRM.
Documentation and a team walkthrough.

Client work

Separate phone numbers for Google and Facebook ads

Google Ads+Facebook ads+Call tracking+Booking platform+CRM

The problem: This beauty salon ran Google and Facebook ads alongside an online store, a separate booking platform and a CRM. Most new business came in by phone, so the team couldn't tell which calls came from which ad platform, or separate paid leads from other enquiries.
What I did: Gave Google Ads and Facebook ads their own call tracking phone numbers, so calls from each platform could be counted and segmented separately. I also built source-specific landing pages and forms, and set up automation to carry the source into the CRM.
The result: The team got clearer visibility into which calls and enquiries came from Google and which came from Facebook.
Enquiries from other routes are still grouped together, and their exact source isn't always known.

Sample testimonial

It's easier to see where the enquiries are coming from and who's handling the next step.

Beauty salonCincinnati, OH

What should you know before starting?

Will this show every interaction and sale?

Source visibility depends on the routes, tools, and information available. Complete attribution is not promised. Payment and revenue integrations require separate feasibility checks and scope.

How does delivery work?

We confirm CRM suitability, access, information, and approvals before starting. Payment is 85% to start and 15% after agreed completion tests pass, with 14 days to correct delivered defects. Software and specialist costs are separate. Larger projects receive a separate scope.

Free AI call: AI Lead Tracking & CRM Setup

Get a clearer route from enquiry to next action.

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