SmartAgent System — Managed Inbound Enquiry Qualification for Sales-Led Businesses
Managed enquiry system · Not a chatbot

Every inbound enquiry responded to, qualified, and delivered to your team.

SmartAgent responds immediately via WhatsApp and web chat, qualifies every enquiry with structured questions, routes it to the right person, and passes a complete record into your CRM. Your team sees everything and stays in control.

Select your industry See a live qualification flow Under 2 minutes · No forms
11.24× ROAS from Google Ads + SmartAgent
£152K revenue · 7 months · one client
Structured qualification Sales-ready handoff
SA
SmartAgent Demo Experience the qualification flow
Select your industry and I'll show you exactly how SmartAgent qualifies a lead in your niche.
Removals Campervan Hire Machinery Electrician Legal Gym
Removals
Hi, welcome to MoveLogic Removals 👋

What type of move are you looking for?
🏠 House Move 🏢 Office Move 📦 Storage Only
11.24×
average ROAS from Google Ads + SmartAgent qualification
RV Rentals · 7 months live
1,115
qualified leads generated from £13.5K ad spend
RV Rentals · WhatsApp qualification
376
auto-quotes issued in 27 days — zero human involvement
SmartAgent QuoteEngine · live system
48%
of enquiries converted to booked surveys and quotes
Sterling Sinclair Removals · month one
Why most lead intake leaks revenue

High-intent enquiries often never become visible, qualified opportunities.

The issue is rarely a lack of demand. It is usually slow response, messy intake, fragmented follow-up, and lead data that never becomes operationally useful.

01

Manual follow-up is too slow

By the time someone replies to a form, voicemail, or email enquiry, momentum is often already gone. Research shows contacting leads within five minutes dramatically improves qualification rates.

02

Traditional forms create friction

Prospects want to ask, clarify, and move quickly. Static forms and email chains rarely match that behaviour.

03

Lead details stay unstructured

Critical information is buried inside messages, inboxes, and staff memory instead of becoming clean, actionable pipeline data.

04

Managers cannot see the real picture

Without a dedicated system, it is hard to monitor conversations, track opportunity flow, or improve conversion handling over time.

Live deployments · Real commercial results

Running in live businesses. Delivering measurable outcomes.

SmartAgent is deployed across sales-led, service, and hire businesses — each system built around that business's own enquiry types, qualification requirements, and routing process.

Travel & HireGoogle Ads + WhatsApp

RV Rentals — £152K in bookings from £13.5K ad spend. 118 deals closed in 7 months.

Scottish campervan hire company already running Google Ads. SmartAgent became the qualification layer — capturing dates, party size, vehicle preference, and route through structured WhatsApp conversations before passing qualified leads into the CRM.

11.24× ROAS · 1,115 qualified leads · 72% conversion
  • 3,431 WhatsApp conversations handled, with cost per qualified lead held at £14.93 across the full 7-month period
  • SmartAgent QuoteEngine now auto-quotes 13.9 leads per day with zero human involvement — £321K in quoted pipeline value within 27 days of launch
  • Previously, 299 qualified leads went unquoted in two months because manual capacity was exceeded. SmartAgent eliminated that bottleneck entirely
Machinery Sales · B2BMulti-product routing

Field & Forest Machinery — 101 qualified conversations in month one, each routed to the right specialist.

National forestry and construction equipment business handling machinery ranging from £5,000 to £150,000 in value. Staff were manually triaging enquiries across email, phone, and web forms — identifying the right specialist, gathering missing detail, and re-entering information before a sales conversation could begin.

101 qualified · routed · CRM-ready in month one
  • 16 custom CRM fields populated automatically per enquiry — staff open a complete record covering machine type, use case, urgency, location, and commercial fit
  • Each enquiry routed to the correct product specialist with full context attached, replacing the manual forwarding and internal back-and-forth
  • Separate qualification paths for sales and hire enquiries, with consistent routing logic across every channel
Removals & StorageSpeed-to-lead

Sterling Sinclair Removals — immediate structured response on every enquiry, from day one.

National removals and storage company with multiple UK locations. In removals, the business that responds first usually wins the job. Previously, staff had to manually gather move details and log them before a quote conversation could begin.

Faster first response · structured handoff · zero manual intake
  • Every inbound enquiry now receives an immediate structured response — move type, property size, timeline, and survey preference captured automatically
  • Staff receive a complete, qualified record without gathering any information manually — ready to quote, not ready to start asking questions
  • First-response time reduced from hours to seconds on every enquiry, in a sector where slow replies consistently lose the job to competitors

See how it works for your industry in under two minutes.

Select your industry, experience a live qualification flow, and see exactly what your team would receive — structured data, routing, and a complete CRM-ready record.

Experience the Demo
What happens when you click

Experience the full qualification flow — then see what your team receives.

The demo walks you through a realistic customer journey for your industry. Structured quick-reply questions first, then a complete summary and booking step — exactly as your customers would experience it.

1

Select your industry

Choose from removals, campervan hire, machinery sales, trades, legal, property, and more. A demo flow built for your niche starts immediately.

2

Answer structured questions

Four quick-reply questions capture the key commercial details — service type, timing, urgency, requirements. Then two short open questions for specifics.

3

See the structured summary

A named team member introduces themselves, confirms everything captured, and presents a booking link — just as a real customer would experience it.

4

See what your team gets

After the customer journey completes, you see the structured record, routing logic, and CRM-ready data that would arrive in your sales team's hands.

What you get

A managed enquiry system your team logs into and relies on daily.

Not a chatbot bolted onto your website. A structured intake, qualification, routing, and CRM handoff system — built around your business and managed for you.

1

Immediate response

Responds to WhatsApp and web chat enquiries instantly, including outside working hours. No prospect waits for a callback.

2

Structured qualification

Gathers the commercial details your team needs — service type, timing, requirements, urgency — through guided conversation, not open-ended messaging.

3

Automatic routing

Directs each enquiry to the right person based on your rules — product line, region, team structure. No manual forwarding or internal back-and-forth.

4

CRM-ready records

Passes a complete, structured record directly into your CRM. No re-entry. Your team opens an actionable enquiry, not a chat transcript.

5

Staff visibility and control

Your team sees every conversation, steps in when needed, and monitors performance. Automation handles intake — humans stay in control.

6

Managed and improved for you

We design, build, configure, and continuously improve the system. Qualification flows, routing rules, and CRM integrations are refined as your business evolves.

Your team stays in control

Staff see every conversation. Managers see the full picture.

SmartAgent handles the intake layer automatically. Your team logs in, monitors live conversations, steps in when needed, and tracks the full opportunity pipeline from first message to close.

  • Monitor and respond. Staff review live conversations and take over directly when that is the best move.
  • Pipeline visibility. Qualified enquiries become visible stages — new, qualified, quoted, won — with progress tracked across the team.
  • Structured CRM export. Lead data moves into your existing CRM in a structured format — no manual re-entry, no information trapped in chat threads.
Conversations dashboardLive view / staff takeover available
I've collected the basics for this enquiry already. A team member can also step in if you want to discuss specifics.
Can you confirm whether storage can be added too?
Yes — short-term and longer-term storage can both be added. I've flagged this for the team as part of your enquiry.
Great. I'd like to speak with someone today if possible.
FAQ

Common questions before getting started.

Is this just a chatbot?
No. SmartAgent is a managed lead qualification system that your team logs into and works inside. It includes structured intake flows, conversational AI trained around your business, a dashboard where staff see and respond to live conversations, pipeline tracking, and automated CRM export. An operating system for inbound leads, not a messaging widget.
Can our staff still reply manually?
Yes. Staff monitor conversations in real time and step in to respond directly whenever needed. Automation handles the intake layer while your team stays in control. We built it this way because serious businesses need human oversight, not a black-box replacement.
Does this replace our CRM?
No. SmartAgent improves intake and makes lead information more useful before it reaches your CRM. Structured data exports into whichever system your business already uses — Sheets, Airtable, OnePageCRM, or equivalent.
Can this work if we already run ads?
Yes — this is one of the strongest use cases. SmartAgent plugs into your existing traffic and helps convert more of the demand you are already paying to generate. One client achieved 11.24× ROAS over seven months after implementing SmartAgent as the qualification layer inside their existing Google Ads funnel.
How long does it take to set up?
Most systems are live within two to three weeks, depending on the complexity of the qualification flow and the number of service categories. We handle the build, configuration, and testing.
What does this cost?
Every business has different requirements, so pricing is discussed after we understand your use case and qualification needs. Start the WhatsApp demo and we can walk through the options that fit your situation.
Do you also handle ads, landing pages, or wider funnel work?
We can. But this page is focused on the SmartAgent system itself — the lead qualification, staff visibility, pipeline, and CRM export layer. That is the core offer. Once SmartAgent is running, we can have a separate conversation about paid traffic or broader funnel optimisation if it makes sense.
Experience the system

See how SmartAgent would work for your business.

Select your industry, walk through a live qualification flow, and see exactly what your team would receive — structured data, routing, and a CRM-ready record. Under two minutes.

Select your industry to start Live qualification flow No forms, no waiting
Experience the Demo