AI & automation
Automation & CRM Setup
Turn enquiries into customers automatically. WiTEDS builds practical CRM and AI automation systems that capture leads, follow up with customers, manage bookings and reduce repetitive administration.
What you get
- A complete system rather than a single tool: your website, CRM, automation, AI assistants and reporting working together.
- Every enquiry captured in one place, from website forms, landing pages and Facebook or Instagram lead forms.
- Faster responses, with instant acknowledgements and AI-assisted replies when your team is busy.
- Follow-up that happens on time, by email and SMS, without anyone having to remember it.
- Less manual admin, as bookings, reminders, tasks and hand-offs run on their own.
Platforms we work with
- GoHighLevel
- HubSpot
- Zoho
- Microsoft Dynamics 365
- Power Automate
- n8n
How it runs
Audit: we map how enquiries, bookings and follow-ups move through your business today, and where work is repeated by hand.
Build: we set up your CRM, pipelines, forms and integrations, and bring across your existing contacts.
Automate: we switch on follow-ups, reminders, AI assistants and team workflows.
Support: we monitor and improve the system over time, on an Automation Care Plan tailored to you.
What we build
CRM setup & customer management
- CRM setupGoHighLevel, HubSpot, Zoho or Microsoft Dynamics 365, configured around how your business sells.
- Sales pipelinesClear stages from new enquiry to contacted, quote sent, booked, completed and review requested.
- Data migrationExisting contacts, leads, customers and sales records imported and cleaned up.
Lead capture & follow-up automation
- Lead captureWebsite forms, landing pages, Facebook and Instagram lead forms, and Google lead tracking, all feeding your CRM.
- Automated follow-upEmail and SMS sequences, reminders, quote follow-ups and missed-call text-backs.
- Review generationReview requests sent automatically after each job, pointing customers to your Google Business Profile.
Booking & appointment systems
- Appointment automationOnline booking, calendar setup, confirmations, reminders and rescheduling.
- Service remindersRecurring service, maintenance and renewal reminders, so repeat work comes back to you.
AI chatbots & AI assistants
- AI chat assistantsA website chatbot that answers common questions, explains your services, qualifies leads and takes booking requests.
- AI email assistanceHelp drafting replies, summarising enquiries, and preparing quote responses and follow-ups.
Business process automation
- Internal workflowsLeads assigned to staff, tasks created, team notifications sent and overdue enquiries escalated.
- Customer onboardingWelcome emails, forms, document collection, payment links and task creation for every new client.
Reporting, integration & ongoing support
- IntegrationsYour website, CRM, email, calendars, forms, payments, spreadsheets and business apps connected.
- Reporting dashboardsLeads, conversion rates, booking rates, response times, revenue and campaign performance in one view.
- Ongoing optimisationAutomations monitored, errors fixed and workflows improved over time.
Packages
Every package is scoped to your business. Ask for a quote on the one that fits, or on a mix.
Lead Capture Starter
For small businesses that still handle enquiries manually.
- Website enquiry form
- CRM pipeline
- Automatic email notification
- Instant customer acknowledgement
- Lead contact tracking
- Basic follow-up reminder
Booking Automation System
For service businesses that take bookings, such as cleaners, detailers, pest controllers and gyms.
- Online booking calendar
- Service and add-on selection
- Booking confirmation
- SMS and email reminders
- No-show follow-up
- Staff notification
- Review request after completion
Quote & Follow-Up Automation
For businesses that lose leads after sending a quote.
- Quote enquiry form
- Sales pipeline
- Quote follow-up sequence
- “Still interested?” reminders
- Automated task creation
- Lost-lead tracking
- Re-engagement campaign
AI Receptionist & Website Chatbot
Answers common questions and captures enquiries, including outside business hours.
- Answers to frequently asked questions
- Information about your services and pricing
- Lead qualification
- Contact detail collection
- Booking request capture
- Human handover when required
- Conversation history stored in your CRM
Chatbot software and AI usage are billed separately.
Request a quote for AI Receptionist & Website ChatbotComplete CRM Growth System
A larger implementation for established businesses.
- CRM setup and configuration
- Pipeline design
- Contact migration
- Lead source tracking
- Booking system
- Automated follow-ups
- Email and SMS templates
- Review automation
- Team workflows
- Reporting dashboard
- Staff training
Automation Care Plan
Ongoing support to keep your automations running and improving. Every plan is tailored to your business and requirements.
What's included
- Workflow monitoring
- Minor changes
- CRM updates
- Automation troubleshooting
- Monthly performance report
- A new campaign or follow-up sequence each month
- Basic support and optimisation
Charged separately
- SMS and email usage
- CRM platform subscriptions
- AI usage
- WhatsApp or phone integrations
- Custom integrations
- Major workflow changes
Pricing
Tell us what you need and we'll come back with a scoped quote.
Frequently asked questions
- Is this right for a business my size?
- Yes. The packages run from a starter setup for businesses still handling enquiries by hand to a complete CRM system for established businesses, and each is scoped to what you need.
- Which CRM will you use?
- We work with GoHighLevel, HubSpot, Zoho and Microsoft Dynamics 365, and recommend one based on how your business sells and what you already use.
- How long does it take?
- It depends on the package and how many systems need connecting. We confirm a timeline with your quote.
- What does it cost?
- Every package is quoted to its scope. CRM subscriptions, SMS and email usage, and AI usage are billed separately. Request a quote and we'll come back with one based on what you need.
- What happens after setup?
- We can keep your automations running and improving on an Automation Care Plan tailored to your business.
Ready to talk about your project?
Tell us about your project and what you need help with.