Organise Every Lead. Automate Repetitive Work. Create a Smoother Customer Journey.

As your business grows, enquiries, follow-ups, customer details and internal tasks can quickly become difficult to manage. ShareOnSocial helps businesses implement connected CRM and automation systems that capture leads, organise information, improve response times and reduce repetitive manual work.

Organise Every Lead. Automate Repetitive Work. Create a Smoother Customer Journey.
+320%Leads
4.8★Client Rating
120+Projects

What Is a CRM?

A CRM, or Customer Relationship Management system, gives your business one central place to manage prospects, customers and ongoing communication. Instead of relying on spreadsheets, inboxes, notebooks and separate messaging channels, your team can view important information in one organised system. A CRM can help you manage:

New enquiries

Customer contact details

Lead sources

Sales stages

Follow-up activity

Appointments and bookings

Quotes and proposals

Customer history

Team responsibilities

Conversion outcomes

What Is Business Automation?

Automation connects actions that would otherwise need to be completed manually. For example, when someone submits an enquiry form, the system can automatically:

Add the lead to your CRM

Send an acknowledgement

Notify the relevant team member

Assign the enquiry

Create a follow-up task

Update the lead stage

Schedule a reminder

Record the campaign source

What We Can Help You Automate

01
01

Lead Capture

We connect enquiries from websites, advertisements, landing pages, social media and other channels to one central system.

02
02

Lead Assignment

New leads can be assigned automatically based on location, service, branch, enquiry type or team availability.

03
03

Follow-Up Workflows

We create reminders and automated communication to reduce missed calls, delayed responses and forgotten opportunities.

04
04

Appointment and Booking Communication

Booking confirmations, reminders, rescheduling updates and follow-up messages can be automated.

05
05

Sales Pipeline Management

We organise prospects into clear stages so your team can see what requires attention and what should happen next.

06
06

Customer Communication

Automated email, SMS or messaging workflows can support enquiries, updates, reminders and post-service communication.

07
07

Internal Notifications

Relevant team members can receive immediate alerts when a new lead, booking, request or task enters the system.

08
08

Review Requests

Customers can receive timely review requests after a completed appointment, purchase or service.

09
09

Reporting and Tracking

We can organise lead sources, conversion stages, response times and customer activity to improve business visibility.

Our CRM Services

01
01

CRM Strategy

We assess your current enquiry, sales and customer-management process before recommending a practical system.

02
02

CRM Setup

We configure the CRM around your business structure, services, locations, team and customer journey.

03
03

Contact and Lead Organisation

We create clear fields, categories, tags and records so customer information remains useful and easy to manage.

04
04

Sales Pipeline Development

We build stages that reflect your real sales process, from first enquiry to quotation, follow-up and conversion.

05
05

User and Team Setup

We configure access, responsibilities and lead ownership for relevant staff members.

06
06

Data Migration

Where possible, we help organise and transfer existing customer and lead information into the new system.

07
07

Dashboard and Reporting Setup

We create useful views for tracking enquiries, follow-ups, lead sources and sales progress.

08
08

CRM Integration

The system can be connected with your website, advertising, forms, email, calendars, booking tools and other platforms.

Our Automation Services

01
01

Enquiry Automation

Forms, advertisements and messages can trigger instant lead capture and internal notifications.

02
02

Email Automation

Automated emails can support welcome journeys, follow-ups, reminders, education and customer retention.

03
03

SMS and Messaging Automation

Customers can receive timely booking confirmations, updates and reminders through supported communication channels.

04
04

Task Automation

The system can automatically create tasks, assign responsibilities and alert team members when action is required.

05
05

Lead Nurturing

Prospects who are not ready to buy immediately can receive structured follow-up communication over time.

06
06

Booking Automation

Appointments can connect with availability, confirmations, reminders and customer records.

07
07

Workflow Automation

We connect repeated internal steps to reduce manual work and improve consistency.

08
08

AI-Assisted Automation

Where suitable, AI can help classify enquiries, summarise conversations, suggest responses and route leads more efficiently.

A Better Lead-Management Process

Without a structured system, businesses often experience:

Slow response times

Missed enquiries

Duplicate records

Inconsistent follow-up

Limited visibility across the team

Leads stored in different places

Difficulty measuring conversions

Too much repetitive administration

CRM and Automation for Different Businesses

01
01

Service Businesses

Capture quote requests, organise follow-ups and track confirmed jobs.

02
02

Clinics and Salons

Manage appointments, reminders, customer history and repeat bookings.

03
03

Real Estate Businesses

Track buyers, sellers, investors, properties and follow-up activity.

04
04

Education Providers

Organise student enquiries, centre locations, admission stages and communication.

05
05

Hotels and Travel Businesses

Manage booking enquiries, guest preferences, quotations and follow-up journeys.

06
06

Professional Practices

Track consultation requests, client communication and service opportunities.

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07

E-commerce Businesses

Support customer journeys, abandoned-cart communication, repeat purchases and customer segmentation.

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08

Franchises and Multi-Location Businesses

Assign leads by branch, track location performance and manage customers through one central system.

CRM Integration With Your Marketing

CRM works best when it connects directly with your wider digital activity. We can integrate your system with:

Website enquiry forms

Google Ads

Meta lead campaigns

Landing pages

Email marketing

Appointment systems

Online booking platforms

Social media enquiries

WhatsApp workflows

Google Calendar

Review platforms

Customer support tools

Reporting dashboards

Our Process

Step 01

1. Understand

We review how your business currently receives enquiries, manages customers and completes follow-ups.

Step 02

2. Map

We document the customer journey, team responsibilities, lead stages and repeated tasks.

Step 03

3. Design

We plan the CRM structure, automation workflows, integrations and reporting requirements.

Step 04

4. Build

We configure the system, pipelines, forms, notifications, templates and automation rules.

Step 05

5. Test

We test the customer journey and internal workflows to identify gaps before launch.

Step 06

6. Implement

The system is introduced into the business with the required users, processes and integrations.

Step 07

7. Improve

We can continue refining workflows as your team, services and customer volume grow.

Why Businesses Choose ShareOnSocial

01
01

Marketing and CRM Work Together

We connect lead generation with the systems required to manage and convert those leads.

02
02

Built Around Your Workflow

The setup reflects how your business operates rather than forcing your team into a generic process.

03
03

Fewer Missed Opportunities

Automated capture, notifications and reminders help reduce lost or forgotten enquiries.

04
04

Better Team Visibility

Staff can see customer information, lead status and required actions in one place.

05
05

Scalable Systems

Your CRM and workflows can be expanded as your services, team or locations grow.

Automation Should Support People

Automation is most effective when it removes repetitive work without making customer communication feel impersonal.

We design systems that balance efficiency with appropriate human involvement. Important conversations, complex decisions and sensitive enquiries should still be handled by the right person.

Ready to Start

Ready to Build a More Organised Business?

ShareOnSocial can help you implement a CRM and automation system that captures leads, organises information and creates a smoother process for your team.

See the Impact

Related Case Studies.

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