Professional services
Keep the service request, qualification details and proposal follow-up with the opportunity.
Sistema GO · Canada
Organized follow-up for your Canadian service team.
Managed CRM, follow-up and agreed automation for professional and local service businesses operating in Canada.
Focus for your team.
Local services
Organize incoming requests, the responsible person and the next practical step.
Agree the workflow before connecting the tools.
We map the inquiry and follow-up work your team needs to manage, including the information required for a useful response. The proposal defines stages, supported channels, access and the hours when support is available.
The example is illustrative. Connected channels, automation, access and human handoffs are configured within the approved scope.
Implementation and ongoing support.
Delivery is remote, with commercial communication in English and Spanish. We agree support hours and the ongoing work for your team before starting.
Explore the workflow
Every inquiry needs
a clear next step.
Step through a sample workflow. See how an inquiry, its record and the team's next task can fit together.
Demonstration · fictional dataHome services
From service request
to a team handoff.
A fictional homeowner asks about a heating service. Follow the request through a sample intake process.
Inquiry arrives
The sample request appears with its source and service category.
Record organized
The inquiry is grouped into a record the team can review.
Next task assigned
A sample routing rule points the next task to the right team.
Team follows up
The responsible person sees the context and the proposed next action.
New inquiry
Sample 01 · Heating service inquiry
Website service request
Intake team
In review
Follow-up
Example activity
- Example: a heating-service inquiry appears in the workspace.
Step 1 of 4
Real estate
Keep property inquiries
and next actions together.
A fictional buyer asks about a property viewing. Explore how the inquiry can reach the relevant agent.
Inquiry arrives
The sample inquiry includes a property reference and its source.
Record organized
The record brings the request and its property context together.
Next task assigned
A sample assignment directs the review to a property agent.
Team follows up
The agent can review the context before arranging the next conversation.
New inquiry
Sample 02 · Property viewing inquiry
Property website inquiry
Intake team
In review
Follow-up
Example activity
- Example: a property-viewing inquiry appears in the workspace.
Step 1 of 4
Professional services
Give each project inquiry
a responsible next step.
A fictional business asks about a consulting project. See how context can travel with the next task.
Inquiry arrives
The sample request identifies the type of project and its source.
Record organized
The team has one place to review the project context.
Next task assigned
A sample rule gives a consultant responsibility for the next review.
Team follows up
The consultant sees the inquiry and the preparation needed.
New inquiry
Sample 03 · Project scoping inquiry
Service website inquiry
Intake team
In review
Follow-up
Example activity
- Example: a project-scoping inquiry appears in the workspace.
Step 1 of 4
Managed workflows and integrations are scoped separately from starter website and manual CRM plans.
A local interface simulation. No inquiry, message or appointment is created.
Put a clear process behind your inquiries.
Tell us how your team handles inquiries. We agree on scope, channels, implementation and support before starting.