Follow one enquiry through the next action
- Review the original enquiry alongside the customer summary.
- Check qualification details and unresolved questions.
- See how a follow-up task gives the next action an owner, then discuss your approval process.
Sales teams · Early access
Lead follow-up software.
Lead follow-up software.
A clear next action.
Salegine’s early-access sales workflow brings an enquiry, customer context and the next follow-up task into one operating view. Start with the leads your team already receives.
See a tested preview of a project enquiry becoming a discovery task. Then discuss your qualification questions, current tools and the steps needed to evaluate the workflow with your team.
Early access · Confirm available features and integrations in your evaluation.
Evaluate the fit
For sales teams losing time between enquiry and follow-up
Start here if inbound leads arrive through several channels and the next reply, meeting or owner is difficult to track. The evaluation focuses on handling existing enquiries and coordinating the next sales action.
See the enquiry-to-task walkthrough.
In the tested isolated preview, a fictional ecommerce project enquiry produced a customer record, a recorded conversation and a “Prepare discovery call” task. The walkthrough explains what was observed and what still needs a live-pilot evaluation.
Read the tested walkthrough ↗Choose your starting point
Where does your lead follow-up break down?
Use one real business problem to scope the evaluation. The right starting point depends on whether your team is missing customer context, losing conversations between channels or leaving the next action unassigned.
You already have a CRM
Identify the information that must stay in it and who owns each record. Review the required data connection and permissions before assuming Salegine can update your particular CRM. Keep the first evaluation to one enquiry type.
Leads arrive through WhatsApp
Review the business number, team access, approved replies and the moment a salesperson takes over. Start with the WhatsApp automation evaluation when messaging setup is the main requirement.
The conversation ends without a next step
Use the tested enquiry-to-task preview to inspect the customer summary and discovery task. Then agree the owner, due time and completion evidence needed in your team's pilot.
Define a buying decision, not just a demo
Ask the evaluation to show one suitable enquiry, one missing key details and one needing a person's approval. Agree what counts as an accurate summary, a correctly assigned task and a completed handoff. Compare those checks with your current process before deciding on a rollout.
The workflow
Make follow-up a defined process.
A useful sales automation pilot begins with one repeatable journey and a clear definition of a qualified enquiry.
Bring context together
Map the website, email, WhatsApp and voice enquiries your team receives. Identify the customer details and conversation history a salesperson needs before responding.
Qualify without guessing
Agree the questions that establish fit: the service needed, business size, location and timing. Missing answers should stay visible instead of turning into assumed buying intent.
Give every action an owner
Define when a lead needs a reply, a meeting or a human decision. Decide what happens after no response and when follow-up should stop.
Where people step in
Route pricing exceptions, commitments and unclear requests to a named team member. A good handoff includes the original enquiry, confirmed requirements, unresolved questions and the action the customer expects.
Prepare for a demo
Bring your real sales process.
Use anonymised examples of a straightforward lead and a difficult one. The demo should establish fit before you discuss a wider rollout.
- List your enquiry channels, existing CRM and calendar tools.
- Share your qualification questions and who approves commercial commitments.
- Agree how to review response time, qualified meetings and missed handoffs.
Scope & pricing
Scope the follow-up process before pricing the rollout.
Share your team size, lead sources, approximate enquiry volume and current CRM. We can discuss early-access fit and pricing around a defined sales workflow.
Workflow setup
Qualification questions, approved service information and follow-up responsibilities.
Systems and access
Customer data, team permissions and the connections needed to your current tools.
Pilot scope
Agree what will be evaluated, who reviews the output and what wider rollout would require.
Discuss scope & pricing
A business enquiry starts the discussion. It does not create a paid subscription or confirm a meeting.
Questions, answered
Questions before choosing a pilot.
Is Salegine lead follow-up software available to evaluate?
Salegine is in early access. A tested fictional-data walkthrough is available, and you can request a guided discussion of the current workflow, available features and suitability for your team.
Does it find new leads or follow up existing enquiries?
This evaluation starts with enquiries your business receives. It focuses on customer context, qualification and the next sales action; a purchased contact database or lead-generation campaign is outside the offer described here.
What does AI lead qualification mean in this workflow?
Review the requirement, timing and missing information against your own criteria. In the preview, the enquiry summary and discovery task carry context forward. Your team should check the interpretation before making commitments.
Will it replace our current CRM?
Bring your CRM and data requirements. The evaluation should establish which existing systems remain, which information needs to connect and what is currently available before you consider a change.
How is lead follow-up software priced?
Early-access scope and pricing are discussed with the Salegine team. Include team size, lead sources and integrations so onboarding, platform access and any usage-dependent costs can be clarified.
Does requesting a demo start a paid subscription?
No. The enquiry form sends your requirements to the Salegine team. It does not start a paid subscription or automatically book a meeting.
Bring the follow-up your team keeps missing.
Share how enquiries arrive, where the next action gets delayed and the tools your team uses. We’ll review the workflow, fit and pricing scope together.