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Lead capture, routing and follow-up
Part of DGS Business Studio International Services
AI & business automation
DGS maps one real business process, identifies avoidable manual steps and implements the smallest sensible AI or workflow automation—with testing, exception handling and a usable handover.
The business problem
Unreliable hand-offs create missed opportunities, duplicated work and poor visibility. Adding more software rarely fixes the underlying workflow. The right starting point is normally a repetitive, stable and measurable process—not the most fashionable tool.
Typical use cases
Lead capture, routing and follow-up
Appointment, invoice and deadline reminders
CRM pipelines and customer-status updates
Document or invoice data extraction
Management reporting and recurring notifications
Connected forms, email, calendars and business tools
What is included
Published starting point
From $299Custom Single-Workflow Business Automation. A three-workflow package starts at $749. Cost depends on workflow complexity, data quality, integrations, exception handling, testing and third-party usage. Subscriptions, AI/API usage and specialist software are excluded unless quoted.
Request a confirmed scopeGrowing service businesses, professional firms, small operations teams and founders who already have a repeatable process but need it to run more consistently.
How it works
Review the current workflow, owners, delays and exceptions.
Choose the smallest reliable automation that can prove value.
Configure the agreed workflow and test realistic scenarios.
Document the system, train users and identify the next sensible step.
Buying questions
No. We prioritise the step where automation is likely to produce clear operational value. Human review remains where judgment or risk requires it.
Usually. We first assess available integrations, data quality, permissions and practical limitations before confirming scope.
A CRM Starter Setup is available from $499. A CRM plus selected automation starts at $899 for up to five users.
Start with a repetitive, rules-based process that consumes meaningful time, uses reasonably consistent information and has a measurable result. High-risk or judgment-heavy work should retain human review.
A single custom workflow starts at $299. Final cost depends on the number of steps, systems, integrations, data quality, exceptions, usage charges and support required.
A practical next step
Tell us what is happening now, what result matters and where the process breaks. We will recommend the smallest sensible starting scope.