← All add-ons
One-off implementation or monthly support
CRM & enquiry automation
Bring enquiries into a manageable process so your team can see what needs attention, record agreed follow-up and reduce avoidable gaps between first contact and a tour.
Quoted to your agreed scope. Optional alongside Express or Pro, or after launch.
Add to my website enquiry ↗
One-off project
Enquiry journey setup
A defined enquiry-management workflow connected to the tools your team agrees to use.
- A map of enquiry stages, owners and routing rules
- Website form connections and internal notifications
- Agreed follow-up tasks and tour-scheduling connections where supported
- A basic activity dashboard, testing and team handover
Optional monthly support
Monthly workflow support
Keep agreed integrations working and make practical improvements as your process evolves.
- Checks of the agreed forms and workflow connections
- Small changes within a defined monthly allowance
- Review of enquiry stages, follow-up gaps and available activity data
- A scheduled review and clear action list for your team
Agree the details before you commit.
CRM licences, booking subscriptions, complex migrations and custom software are quoted separately. We confirm tool compatibility before committing to an integration.
We plan appropriate access, data fields, retention and responsibilities with your team. General website forms should not invite unnecessary health information.
This supports enquiry handling. It is not a clinical record, care-management system or automated care-admission decision service.
Email workflow work is quoted once. We separate CRM configuration from campaign creation to avoid overlapping charges.
Any software, advertising spend or specialist supplier costs are confirmed separately. No rankings, enquiry volumes or occupancy outcomes are guaranteed.
Discuss this add-on ↗