Lead follow-up automation

Every good lead gets a fast first response.

A safe, owner-controlled workflow for service businesses that cannot afford to lose inquiries after hours or while the team is busy.

Try the live demo ↓ See how it works

Fictional business and sample data — built as a TekTagma demonstration.

01

Capture

Every website inquiry is saved with its original details.

02

Respond

The prospect receives a prompt, helpful acknowledgment.

03

Route

The right owner sees the lead and the next action.

04

Review

Humans retain approval and a clear activity record.

Live simulation

Send a sample inquiry

Watch the system make a safe routing decision. Nothing is sent outside this page.

Contractor view

Contractor Inbox

0 assigned
Waiting for a sample lead

When the workflow finishes, the accountable owner sees the lead, its priority, and the next action here.

The system design

Automation with a human in control.

1

Form received

Save the original message and time received.

2

Validate & classify

Check contact details and assign a service category.

3

Confirm & notify

Send an acknowledgment and notify the accountable owner.

4

Owner follows up

A person approves estimates and handles the real conversation.

Built for trust

Your business stays in control.

TekTagma designs systems around least-privilege access, documented handoffs, human approval where it matters, and client-owned accounts whenever practical.