All services
CRM + lead automation

Stop letting good enquiries fall through the cracks.

Luup connects your website, inbox, forms, phone calls and CRM so leads are captured, qualified, routed and followed up consistently.

Faster first responseCleaner CRM recordsAutomated lead summariesFollow-up tasks and remindersPipeline visibility for owners and managers
In the loopLive
Lead arrives from any sourcetrigger
AI summary createdagent
CRM record updatedauto
Follow-up drafted or assignedhuman
Pipeline summary readyreport
Closes back to the start
Lead leakage

Most lead leakage happens quietly.

A lead comes in. Someone means to reply. The CRM update happens later, or not at all. The next follow-up depends on memory. The owner only notices the gap when the opportunity has gone cold. Luup builds lead workflows that reduce those gaps. The system captures the lead, structures the information, creates the next action and keeps the team informed.

Best for

Best for businesses where follow-up needs to be more consistent.

Slow first response

When leads wait too long before someone replies.

Manual CRM entry

When your team is copying enquiry details from forms, emails, calls or spreadsheets into the CRM.

Messy pipeline data

When records are incomplete, stages are stale or owners cannot see what is happening.

No follow-up rhythm

When leads go cold because reminders, sequences or callback tasks are not created consistently.

Multiple lead sources

When enquiries arrive from website forms, phone calls, ads, social platforms, portals and referrals.

Owner visibility gaps

When management needs a clean daily or weekly summary of new leads, stalled deals and overdue actions.

What Luup can build

Lead systems that keep the next step moving.

01Lead capture workflows

Capture enquiries from forms, emails, phone calls and other sources in a structured format.

02AI lead summaries

Summarise the enquiry, intent, urgency, location, service need and suggested next action.

03CRM record creation and updates

Create or update contacts, companies, deals and tasks in the CRM.

04Lead scoring and routing

Route enquiries by service, location, urgency, value, team member, source or fit.

05Follow-up reminders and sequences

Create tasks, draft emails or trigger follow-up steps so leads do not depend on memory.

06Reactivation workflows

Identify old leads or stalled opportunities and create a structured follow-up process.

07Daily pipeline summaries

Send managers a simple view of new leads, pending follow-ups, overdue tasks and stalled opportunities.

Before vs with Luup

From scattered enquiries to a cleaner sales loop.

Before Luup
Leads arrive in multiple places

Forms, calls, ads, referrals and inboxes all compete for attention.

CRM updates are manual

Records are incomplete, inconsistent or created too late.

Follow-up tasks are forgotten

The next step depends on memory and manual reminders.

Owners ask for status manually

Pipeline visibility is rebuilt in chats and meetings.

With Luup
Leads enter a defined workflowtrigger
AI creates structured summariesagent
CRM records and tasks are createdauto
Follow-up drafts are reviewedhuman in the loop
Managers receive pipeline summariesreport
Controlled automation

Automate the admin. Keep ownership clear.

Lead automation should support the sales process, not create confusion. Luup workflows should make it clear who owns the lead, what the next step is and which actions require human approval.

Duplicate lead checks where possible
Defined lead ownership rules
Human approval for sensitive or high-value responses
Clear status and pipeline stage logic
Audit trail for automated updates
Consent-aware follow-up rules
Plain-English documentation for the team
Example use cases

Lead automation use cases.

New website enquiry to CRM

A form submission is summarised, added to the CRM and assigned to the right person.

Missed call to follow-up task

A missed call summary or intake note becomes a lead record and callback reminder.

Ad lead to qualification flow

A paid ad lead is checked, summarised and routed before the sales team responds.

Quote request to structured task

An enquiry becomes a quote-prep task with the key fields already organised.

Stalled deal reminder

The system flags leads with no recent activity and prompts a follow-up.

Faster follow-up is often the easiest first win.

If leads are arriving but the next step is inconsistent, start here. Luup can map your current lead flow and identify the simplest automation that protects response time and pipeline visibility.