Lead handling systems

Turn enquiries into booked customers before they go cold.

Opnixa installs lead-handling systems for service businesses: instant response, CRM capture, missed-call recovery, booking links, confirmations, follow-up and owner visibility, using the tools you already have.

  • Instant response
  • CRM capture
  • Follow-up visibility
Setup preview

Common tools we work with

We connect the tools teams already use and hand over clearly.

Google Workspace logoGoogle Workspace
Gmail logoGmail
Google Calendar logoGoogle Calendar
Google Drive logoGoogle Drive
Google Sheets logoGoogle Sheets
Microsoft 365 logoMicrosoft 365
Outlook logoOutlook
OneDrive logoOneDrive
Microsoft Teams logoMicrosoft Teams
Slack logoSlack
Zoom logoZoom
Calendly logoCalendly
Xero logoXero
MYOB logoMYOB
QuickBooks logoQuickBooks
Square logoSquare
Shopify logoShopify
WooCommerce logoWooCommerce
Lightspeed logoLightspeed
Tyro logoTyro
Stripe logoStripe
HubSpot logoHubSpot
Pipedrive logoPipedrive
Zoho CRM logoZoho CRM
Mailchimp logoMailchimp

Most leads are lost because the next step is manual.

Your traffic creates intent. Your follow-up decides whether it converts.

Every enquiry has a place

Forms, calls and inbox enquiries land somewhere your team can see and trust.

Every enquiry has an owner

A responsible person is assigned quickly so response does not depend on who notices first.

Every enquiry has a next step

Booking links, confirmations and quote follow-up keep buying intent moving.

Owners can see what is stuck

A simple view shows slow replies, missed follow-ups and leads waiting on action.

Start with lead handling. Expand into operations.

We fix the enquiry path first, then extend the same clear handoffs into the wider business.

Lead handling first

Capture, response, booking, confirmations, follow-up and reporting get tightened before wider system work.

Operations next

Once the enquiry path works, the same ownership rules can extend into quotes, jobs, payments and reviews.

Tools stay yours

We keep what works, replace only what blocks conversion, and hand over the setup clearly.

What the first fix can look like.

Start with the lead flow, then improve quotes, delivery and cashflow once the first leak is handled.

Lead routing workflow
Lead routing
Responsibilities + response timing
  • Routing map
  • Response rules
  • Follow-up log
Delivery visibility workflow
Delivery visibility
Work status stays clear
  • Delivery board
  • Responsibility updates
  • Daily checklist
Cashflow workflow
Cashflow
Quotes to paid invoice
  • Invoice timeline
  • Reminder cadence
  • Payment status

FAQ

It is a quick review of how enquiries arrive, who owns them, how fast they are answered, and where booking or follow-up may be leaking.

We start by helping you convert the intent you already get. Once capture, response, booking and follow-up are working, we can improve the wider system.

Usually not. We keep what works and only recommend a change when the current tool blocks response, booking, follow-up or visibility.

Yes, if the tools allow the right access. We map calls, forms, inboxes, CRM, booking links, SMS, email and accounting tools before recommending the first fix.

The first fix is kept small. We document the process, train the team, and make each owner, next step and follow-up timer clear.

You do. Accounts, billing and data stay under your control, with scoped access and a clear handover.

Most first fixes are scoped to ship quickly. If several tools are involved, we start with the smallest useful lead-handling workflow.

You receive a clear handover with what changed, who runs each step, and what to improve next across quotes, jobs, payments, reviews and reporting.

Your website, how enquiries arrive today, and access to the tools involved once the first fix is scoped.

No. We configure and connect best-fit tools under your accounts. No forced platform and no black-box rebuild.

Want to find where enquiries are going cold?

Send your website and what is slipping. We’ll recommend the first lead-handling fix and the simplest path.