StreamEdgeSolutions

Business Automation · Sales

Lead Management Automation

Capture every enquiry, route it to someone, and make sure nobody forgets to follow up.

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From$799USD one-off

One payment. Work starts once we have confirmed your requirements.

The four questions this page answers

  1. 1

    What you buy

    A one-off build, delivered remotely, that takes enquiries from every channel you use — website form, phone, WhatsApp, email, walk-in — into one list, assigns each to a person, and tracks whether it was actually followed up. You pay once; we connect the channels, configure the rules and train your team.

  2. 2

    What you get

    4 deliverables, listed in full below

    • A working lead pipeline with stages matching your sales process
    • Up to 4 enquiry channels connected and feeding that pipeline
    • A documented assignment and escalation rule set
    + 1 more
  3. 3

    How it is delivered

    Remote Setup

    Carried out remotely by our team. Nothing is posted and no one visits.

    REMOTE SERVICE

  4. 4

    How long it takes

    2–4 weeks

    Measured from the point everything under “what we need from you” is with us, not from the moment you pay.

A CRM showing customers, a sales pipeline and follow-up tasks — illustrative concept, not a screenshot of a client system
A CRM showing customers, a sales pipeline and follow-up tasks. Illustrative interface concept — not a screenshot of a client deployment.

What is this, in plain English?

A one-off build, delivered remotely, that takes enquiries from every channel you use — website form, phone, WhatsApp, email, walk-in — into one list, assigns each to a person, and tracks whether it was actually followed up. You pay once; we connect the channels, configure the rules and train your team.

Most lost sales are not lost to competitors; they are lost to silence. This work consolidates your enquiry channels into a single pipeline, applies your assignment rules, sets follow-up deadlines, and escalates anything that goes quiet. It is deliberately simple to operate, because a lead system nobody updates is worse than a notebook.

The problem it solves

Enquiries arrive in five places, get half-answered, and nobody can say how many you received last month or how many were ever replied to.

If that does not describe you, this is probably the wrong product. Tell us and we will point you at a better fit rather than sell you the nearest one.

What you get

The concrete things that exist at the end and that you own.

4 deliverables

  • A working lead pipeline with stages matching your sales process
  • Up to 4 enquiry channels connected and feeding that pipeline
  • A documented assignment and escalation rule set
  • A source-to-won conversion report

What's included

The work covered by the figure in the buy box, at no extra cost.

  • Up to 4 capture channels
  • Assignment and escalation rules
  • Pipeline stages configured to your sales process
  • Source and conversion reporting
  • Team training
  • 30-day tuning review

Not seeing something you expected? Check what you are not buying before you order.

What does it do?

Everything listed here is delivered as part of this product. Nothing on this list is aspirational.

  • Single pipeline for enquiries from all channels
  • Automatic assignment by rule (region, service, round-robin)
  • Follow-up deadlines with escalation when missed
  • Lead source tracking
  • Stage-by-stage pipeline view
  • Conversion reporting from source through to won

How it works

The delivery sequence from order to handover.

  1. 1

    Inventory the channels

    Every route an enquiry can currently arrive by is identified.

  2. 2

    Agree the rules

    Who gets what, in how long, and what happens if they do not act.

  3. 3

    Connect and build

    Channels feed the pipeline; assignment and escalation are configured.

  4. 4

    Train the team

    The people using it daily are trained before launch, not after.

  5. 5

    Review after 30 days

    We look at the real data together and tune the rules.

Delivery & fulfilment

Stream Edge Solutions ships nothing. Every package on this site is carried out and handed over remotely — this is exactly what happens after you order.

REMOTE SERVICEHow this is delivered
  1. 1We confirm requirementsWe read what you sent with the order, come back in writing with anything missing, and agree the scope before any chargeable work starts.
  2. 2We build and configure remotelySetup, configuration and testing are done by our team over a remote connection — on your systems or on ours, whichever the package specifies.
  3. 3We hand it overYou receive the working setup, the credentials, the documentation and a walkthrough. Everything built for you is yours at handover.

Carried out remotely by our team. Nothing is posted and no one visits. Typical turnaround: 2–4 weeks.

Delivery method
Remote Setup
Expected delivery time
2–4 weeks
Measured from the point everything under “what we need from you” is with us — not from the moment you pay.

Full detail of how work is handed over, what happens if requirements are outstanding and how order records are kept is in the Delivery & Fulfilment Policy.

What we need from you

Nothing starts until these are in place, and the turnaround above is measured from that point — not from the moment you pay.

  • A defined sales process, even a rough one
  • Access to the channels enquiries arrive on
  • An owner for the pipeline inside your team

Who this is for

  • Sales teams working from a shared inbox
  • Businesses taking enquiries across several channels
  • Owners who cannot tell how many leads they get
  • Teams where follow-up depends on individual diligence

Business needs this addresses: Manage customers, Automate work, Improve marketing

What's not included

Just as plainly as the list above: the things this package is not.

  • Buying leads or lead lists
  • Sales training or scripting
  • Advertising spend
  • Telephony charges where call capture is used

Anything outside the scope above is quoted separately, in writing, before it is carried out. Nothing is added to your bill without your agreement.

FAQs

Will it work with WhatsApp?

Business WhatsApp can be connected via its official API, subject to approval by the provider. We confirm feasibility before quoting that channel — we do not use unofficial workarounds that risk your number.

Do we need a CRM first?

No. This can be the pipeline itself, or it can feed a CRM you already run. If you want the full customer record too, the CRM automation product is the better fit.

Refund & cancellation

What happens if you change your mind, and what happens to money already paid.

Cooling-off before work starts
You have 7 days after ordering to cancel while work has not yet begun. Up to 25% may be retained to cover scoping and scheduling already carried out.
Work already done
Once delivery has started, refunds are assessed against the work completed and the deliverables already handed over — the list under “what you get” above is what that assessment is made against. Approved refunds are processed within 14 days.
If we cannot deliver what is described here
You are refunded. The scope on this page is the scope we are held to, which is exactly why the exclusions above are stated before you buy rather than after.

The full terms, item type by item type, are in the Refund & Cancellation Policy. How the work reaches you is covered by the Delivery & Fulfilment Policy.

Not sure this is the right product?

We would rather point you at the right thing than sell you the nearest one. Ask us before you buy — no obligation.

Ask a questionRequest a custom quote

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