A better way through
the everyday work.

Sales & property enquiries

Enquiries arrive in several places and staff need context before following up.

1. Capture the enquiry from WhatsApp or a form.
2. Ask about the customer’s needs and save their answers in the CRM.
3. Notify the right salesperson and create a follow-up task.

Possible tools: WhatsApp · HubSpot · GoHighLevel · Calendly

Appointments & service bookings

Booking requests and calendar updates create a lot of back-and-forth.

1. Guide customers to available booking options.
2. Connect their choice to your scheduling system.
3. Send confirmations and reminders, with staff handling exceptions.

Possible tools: WhatsApp · Calendly · Google Calendar · Microsoft 365

Retail, orders & distribution

Customers need updates while staff copy order and payment information between tools.

1. Receive an order or verified payment event.
2. Update the relevant record in the connected system.
3. Prepare a customer update or alert the team when an order needs attention.

Possible tools: Shopify · WooCommerce · M-Pesa · Stripe · n8n

Customer & student onboarding

New customers or applicants need the same information, documents, and next steps.

1. Collect the required details through a form or guided conversation.
2. Create the relevant records and assign internal tasks.
3. Track missing information and prepare reminders for review.

Possible tools: Google Workspace · Airtable · Zoho CRM · WhatsApp

Customer support & internal knowledge

Teams spend time finding the same answers across documents and past conversations.

1. Use a selected set of business documents as an information source.
2. Let an assistant retrieve information and prepare an answer.
3. Route uncertain requests to a person with a useful summary.

Possible tools: OpenAI · Claude · Slack · Microsoft Teams · Custom APIs