Capture
Collect consistent customer and enquiry details through a branded intake pathway.
DOS Smart Intake & Follow-Up
Capture every enquiry. Organise every opportunity. Follow up automatically.
The DOS Smart Intake & Follow-Up System turns website enquiries, walk-ins, referrals, phone leads and campaigns into organised CRM opportunities with automatic acknowledgement, appointment prompts and follow-up.
One clear intake pathway
Website enquiriesWalk-insReferralsPhone leadsCampaigns
From enquiry to next action
A practical workflow that keeps opportunities moving.
Organise
Create or update the contact, prevent duplicates and place the opportunity correctly.
Respond
Acknowledge the enquiry, notify the owner and prompt the most useful appointment.
Follow up
Keep uncompleted next steps moving and monitor the workflow as the business grows.
System capabilities
Built around the complete enquiry journey.
Customised branded intake form
Collect the details the business needs through a clear, consistent customer experience.
Contact creation or update
Keep new and returning enquiries attached to an organised customer record.
Duplicate prevention
Reduce repeated records so the team can work from cleaner customer information.
Lead-source tracking
Understand whether an opportunity came from the website, a referral, a call or a campaign.
Industry and service tagging
Add useful context so each enquiry can be sorted and handled appropriately.
Opportunity creation
Turn a completed intake into a visible business opportunity for the team.
Pipeline placement
Place each opportunity at the right starting stage instead of leaving it in an inbox.
Conditional SMS and email
Send the right acknowledgement and next step based on the enquiry context.
Owner notifications
Alert the right person when a new opportunity needs attention.
Discovery or appointment booking
Guide suitable enquiries toward the correct discovery call or appointment pathway.
Follow-up sequence
Keep the conversation moving when the next step has not yet been completed.
Pipeline stage updates
Reflect meaningful progress as customers acknowledge, book or move through the process.
Workflow monitoring
Review the workflow and improve it as the business, lead volume and team evolve.
Business before technology
Tailored to the way the business receives and manages enquiries.
The system begins with the real intake bottleneck, then connects only the fields, pathways, acknowledgements and follow-up the business needs.
Price Value Fee
Every implementation is tailored using DOS Price Value Fee based on lead value, workflow complexity, automation and support requirements.
The next practical step
Turn the next enquiry into an organised opportunity.
Start with the enquiry pathway creating the most lost time or missed follow-up. DOS will shape the simplest useful intake system around it.