Contact form to CRM
A new enquiry creates a CRM record with the fields you already use, flagged for a person to check.
All services
AI tools & automation
Useful automation, with a person still in the loop.
Help deciding where AI or a simple automation genuinely saves time, using products that already exist, and connecting a small number of handoffs between your forms, CRM and email. Feasibility comes before any commitment.
Individually scoped · written quote before work
Handoff · form to CRMIllustrative example
- Website formNew request
- Draft summaryExisting AI product
- Human reviewApprove or edit
- CRM recordPlus reply email
Nothing reaches a customer without a person approving it
The problem
Where repetitive work tends to pile up.
- 01Website enquiries are copied by hand into a CRM or spreadsheet.
- 02The same three reply emails are rewritten from scratch every week.
- 03You have tried an AI tool, but nobody is sure what it should and should not be trusted with.
- 04A vendor promised automation, and you want an independent view before signing.
Deliverables
What a scoped project can include.
- Suitability check
- Which tasks are good candidates, which are not, and what risk each carries if the output is wrong.
- Existing product shortlist
- Established AI or automation products that fit, before anything custom is considered.
- Selected handoffs
- Agreed connections between a form, CRM and email, set up where access and APIs allow.
- Review and testing plan
- Where a person approves output, the test cases used, and how to switch a handoff off.
Use cases
Illustrative examples of scoped handoffs.
Illustrative scenarios, not client case studies.
Drafted, not sent
An AI product drafts a reply to a routine question; someone reviews and sends it from their own inbox.
Internal summaries
Long intake notes summarised for the team, with the original always kept alongside.
Engagement
How it runs.
Robert Reynolds is your primary contact throughout.
- 01
Suitability conversation
What you want to change and why. Some tasks are better left manual, and we will say so.
- 02
Feasibility and access
Confirm the products, API availability, account access and permissions involved before any commitment.
- 03
Written scope and quote
Handoffs, review points, testing and exclusions written down, with a price.
- 04
Build, test, review
Set up against agreed test cases, with you checking real-world examples before it is relied on.
Fit and boundaries
Clear about what this is, and what it is not.
A good fit for
- Small teams with a clear, repetitive handoff
- Businesses already using a CRM, form tool or shared inbox
- Owners who want a person to approve anything customer-facing
Not included
- Third-party subscriptions, usage fees and vendor support, which stay with the vendor
- Ongoing monitoring or support unless separately agreed in writing
- Fully autonomous decisions about customers, money or legal matters
- Guarantees of accuracy from any AI product
Pricing. Every project is individually scoped and quoted in writing after feasibility. Third-party products are billed by their providers, and ongoing support is a separate agreement if wanted. Website plans are separate and unchanged.
Questions
Before you get in touch.
Do you build custom AI models?
No. This service uses existing AI and automation products. If a need cannot be met that way, Custom Business Software may be the better conversation.
What if the tool we use has no API?
That is exactly what feasibility checks for. If access is not available, you will know before any commitment, along with any reasonable alternatives.
Who reviews the AI output?
Someone on your team, at agreed points. Review steps are designed in from the start, not added later.
What happens if a handoff breaks later?
Handoff notes explain how it works and how to pause it. Ongoing support is only included if agreed separately in writing; vendors handle their own platforms.
Related services
Often the next conversation.
- Business & Workflow ConsultingMap where sales and admin work stalls, agree priorities, and leave with a tool choice and a written action plan.
- SEO & Local VisibilityA scoped on-page and local-presence project, measured against a baseline you agree to up front.
- Physical Security ConsultingPractical advisory conversations to sort physical security priorities, simple procedures and sensible next steps.
- Custom Business SoftwareFocused tools for estimates, portals, intake and internal CRMs, with project source code handed over after final payment.
Describe the handoff you repeat every week.
Robert will check suitability and access first. If an existing product already does it, that is the advice.