Lead capture & CRM
Route website enquiries into an agreed CRM or tracking system with owners and relevant details.
CONNECT + SIMPLIFY + DELIVER
Less manual chasing. More work moving forward.
Connect your website, enquiries, customer records, and follow-ups so routine tasks move reliably. Our team maps the process, implements the workflow, tests the exceptions, and documents the handover.
WHAT WE DO FOR YOUR BUSINESS
Business & Marketing Automation,
from plan to implementation.
Customer follow-ups
Build consent-based email or messaging workflows, reminders, and internal notifications.
Business tool integration
Connect supported systems to reduce repeated data entry and improve handovers between tasks.
Workflow reliability
Define approvals, exception handling, failure notifications, and a clear way to pause or change the workflow.
TANGIBLE WORK. CLEAR EXPECTATIONS.
Know what
gets delivered.
Before work begins, we agree the scope, responsibilities, approval process, and what completion means for your project.
Request a scoped proposal- Current process map and automation scope
- Configured connections and workflow rules
- Test cases for normal and failure scenarios
- User instructions and workflow ownership
- Monitoring and support plan as agreed
MEASUREMENT, AGREED UP FRONT
Manual steps removedEnquiry response timeWorkflow completion and failure ratesMeasured time saved against baseline
HOW YOUR PROJECT MOVES FORWARD
A women-only team.
One accountable delivery process.
01
Discover
Map the current process and bottlenecks
02
Define
Agree the rules, access, and exceptions
03
Execute
Build integrations and test end to end
04
Review
Train the users and monitor the handover
Automation depends on the APIs, access, subscriptions, and limits of the selected tools. Messaging requires appropriate consent and platform-compliant setup. AI-assisted work can include human approval where needed.
BEFORE WE BEGIN
Your questions,
answered.
Can you automate follow-up from my website?
Yes, where your form, CRM, and communication tools support the required connections. We confirm feasibility and consent requirements before implementation.
What happens when an automation fails?
We agree how failures are detected, who is notified, and how the workflow can be retried or handled manually. These scenarios are included in testing.
Who will do the work?
Client work is delivered by OptiReach Tech’s women-only team, coordinated around agreed roles, milestones, and quality reviews. Your business goals lead the project; our employment model creates flexible professional opportunities for women.
LET’S GET THE WORK DONE