Form → qualified CRM lead
Industries
Professional services
Turn a consultation request into a useful brief and a clear next action.
Get the sketchThe commercial problem
Requests arrive incomplete, documents are copied between e-mail and CRM, and response time depends on one person.
Recommended package
Sales System
€2.490 · stabilit după scope
Recommended conversion flow
- 01Make services and project types easy to compare
- 02Use a relevant consultation brief
- 03Qualify by problem and timing
- 04Receive documents in the right channel
- 05Create a task for the right colleague
Useful integrations
- ✓CRM
- ✓E-mail and document storage
- ✓Consultation calendar
- ✓Internal notifications
Automation examples
Document → field extraction
Lead → assignment by service
Consultation reminder
Weekly open-request report
Industry-specific questions
Can a person approve every step?
Yes. Automation can prepare data and tasks while the consultant keeps the decision.
Which documents can be processed?
We define formats and fields in scope; we do not assume every document can be read correctly.