Agency Automation
Client Enquiries, Lead Routing, and Follow-Up Workflows

High-ticket leads slip through when routing is manual. IvyFlow captures, qualifies, and books them while the interest is still warm.

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Today

Enquiries arrive from the website, LinkedIn, and ads. Discovery calls and follow-ups are hard to track, leads do not always reach the right person, and proposal or onboarding steps stall while communication scatters across tools.

With IvyFlow

Every lead is captured and pre-qualified immediately. Calls are booked with the right specialist, follow-ups run without prompting, and the whole client journey is visible in your CRM.

What IvyFlow Automates Here

Capture leads from forms, ads, website, and WhatsApp.

Ask service interest, budget, timeline, and business need.

Route leads to the right team member.

Send discovery call reminders and follow-ups.

Keep enquiry and onboarding records organised.

A Typical Customer Journey

Capture & Qualify

A prospect submits a form or chats, giving budget, timeline, and the problem they need solved.

Instant Routing

IvyFlow assigns the lead to the specialist who handles that service.

Discovery Call Booking

The prospect is prompted to book directly on that specialist’s calendar.

Automated Reminders

Reminders before the call keep attendance high.

Onboarding Trigger

When the deal is won, the onboarding sequence starts on its own.

Connects To Your Stack

The tools this industry already runs on, wired into the same flow.

HubSpot CRMCalendlySlackZapierMake

Related Capabilities

Frequently Asked Questions

What is WhatsApp automation?

WhatsApp automation replies to customers, asks questions, collects details, sends follow-ups, and updates your team or CRM without anyone doing it by hand. IvyFlow runs all of that from one place.

Can IvyFlow qualify leads?

Yes. IvyFlow asks about budget, requirement, timeline, location, and intent, then scores each enquiry so hot, warm, and low-priority leads are separated before anyone picks up the phone.

Does IvyFlow connect to my CRM?

Yes. IvyFlow connects to major CRMs, dashboards, Google Sheets, forms, and databases, and reaches anything else through Zapier or a webhook.

Which businesses is IvyFlow for?

Any business handling a steady stream of customer enquiries — real estate, clinics, education, ecommerce, agencies, and service companies are the most common.

Will this replace my team?

No. IvyFlow takes the repetitive work so your team spends its time on serious leads, sales calls, and the conversations that need judgement.

Can IvyFlow send payment links or booking links?

Yes. IvyFlow sends payment links, appointment links, booking instructions, reminders, and next-step messages based on where the customer is in your flow.

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Ready to stop chasing enquiries by hand?

Set up your first flow today and let IvyFlow handle the capture, qualification, and follow-up.

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Agency Automation Client Enquiries, Lead Routing, and Follow-Up Workflows