AI AutomationLive system · built for our own team
Sir Marketer CRM: lead capture to signed agreement
The CRM our team runs the business on. Every website form, booking request and enquiry lands in one pipeline within seconds.
Problem
Enquiries arrived through several forms and inboxes. Follow-ups depended on someone remembering, and proposals and agreements lived in separate tools.
Solution
An authenticated intake API receives every website form. The CRM checks for duplicates by email, assigns the lead to an agent in rotation, logs the activity and starts follow-up. Proposals turn into agreements that clients sign electronically inside the same system.
Tech, workflow and results
Tech & integrations
Workflow
- Website form → authenticated intake API
- Duplicate check by email
- Round-robin assignment to an agent
- Follow-up sequence and activity timeline
- Proposal → e-signed agreement filed on the lead
- Calls and texts logged, with SMS consent recorded per lead
Results
In daily use by the Sir Marketer team. We do not publish internal performance figures.