What is built
- Enquiry triage and reply drafting assistants.
- CRM note summaries and next-action preparation.
- Proposal and follow-up templates grounded in approved business material.
Lead follow-up
AI lead follow-up and CRM note automation
Help sales, service, and agency teams respond faster by preparing enquiry replies, CRM summaries, next actions, and follow-up notes for human review.
New enquiry
Website form, email, phone note, or referral.
AI draft
Reply, CRM summary, next action, and risk flag.
Staff send
Person reviews the draft before anything leaves the business.
Who it is for
Built around one practical workflow first
- Agencies, professional services, property, trades, tourism, and B2B sales teams.
- Lean teams where the owner or senior staff still rewrite similar replies and proposals.
Workflow pain
Where the work usually slows down
- Prospects wait while staff prepare replies, qualification notes, and next actions.
- CRM updates lag behind conversations and important context gets lost.
- Follow-up quality depends on who has time that day.
Implementation design
What Eleticle builds and controls
What data is used
- Website enquiries, email examples, CRM fields, service descriptions, and proposal templates.
- Approved tone, pricing rules, escalation rules, and qualification criteria.
What AI may do
- Draft replies and follow-up notes.
- Summarise enquiry context for CRM updates.
- Recommend routing, priority, and next action.
Human review
AI prepares work. People approve important outputs.
The assistant is scoped around clear boundaries: what it can read, what it can prepare, what must be reviewed, and what should stay manual.
Staff approve outbound messages before sending.
Pricing, promises, and sensitive customer matters stay under human control.
Before and after
Example workflow change
Before
Leads sit in inboxes while staff rewrite similar responses and update CRM notes later.
After
AI prepares a reply, CRM summary, and next action so staff can review and respond faster.
Start with one free session
Share the workflow you want to improve. Eleticle will help identify the safest useful first step.