Small Business Automation
Every enquiry captured, acknowledged, assigned and visible — without manual handling.
Lead Form + CRM + Email + Dashboard
This is a demonstration build by Coastal Digital Studio, made to show our approach and capability. It is not client work, and no figure shown is drawn from a real business.
Lead pipeline
Live12
New
7
Contacted
4
Qualified
2
Won
Auto-reply sent
Admin notified · task created
Illustrative interface mockup · not a screenshot of a live client system
Overview
Every enquiry captured, acknowledged, assigned and visible — without manual handling.
- Sector
- Professional Services
- Scope
- Lead Form + CRM + Email + Dashboard
The problem
Enquiries arrive through a website form, a Facebook page and a LINE account. They are re-typed into a spreadsheet when someone remembers. Nobody can say how many leads came in last month, or which ones were never answered.
The challenge
Three separate intake channels had to converge into one record without duplicates, and the owner needed a view of the pipeline that stayed accurate on its own.
What we built
A single lead pipeline. Every channel writes to one database, the client is acknowledged immediately, the team is notified, a follow-up task is created, and a dashboard shows the pipeline as it actually stands.
The system
The result
What changes.
Outcomes described here are the intended effects of this system design. They are not measured results from a live business.
Technology used
Want something like this for your business?
Tell us what is taking up your time. We will tell you honestly whether a system would help.
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