CRM · Automations · Websites
stop losing enquiries before anyone replies.
We catch every enquiry, file it in your CRM and make sure someone replies. India, Ireland and the UK.
It goes into your project brief below. A person reads every brief and replies.
Services
four parts. one loop.
An enquiry arrives on your site, lands in your CRM, gets worked by the automations and shows up in your reports. We build every step, so no enquiry gets lost between them.
- Stage 1An enquiry arrives, from your site, a form or WhatsApp.
Websites
Fast websites that work well on a phone. Every enquiry goes straight into your CRM, so your team sees it.
- Quick to load and easy to read on a phone
- Forms connected to your CRM, not to a forgotten inbox
- You can edit the text yourself
- Stage 2It lands in your CRM, with the source and the owner already set.
CRM setup and repair
We set up a new CRM properly. We also clean up an old one until your team trusts it again. We work with HubSpot and Zoho.
- Fields and sales stages that match how you really sell
- Remove duplicate contacts and fix bad imports
- Connect your CRM to your other tools
- Stage 3The chasing, the updates and the handovers happen on their own.
Automations
We connect your tools so the repeated work happens on its own. We build with Zapier, Make and n8n, and add AI steps where reading or writing is needed. A person checks anything that needs a decision.
- Collect enquiries from every channel in one place
- Read and summarise long emails and documents
- Move information between the tools you already pay for
- Stage 4You see what came in, what closed, and who is still waiting.
Reports and dashboards
One screen that shows how the business is doing. It uses your real data and updates by itself.
- See where enquiries come from and what they become
- Numbers update on their own, so they stay current
- Simple enough to read without training
Sound familiar?
where enquiries go missing.
Messages get missed
Enquiries come by WhatsApp, email, phone and your website. Nobody can say which ones were answered, or who is handling them.
Your CRM was set up once and left
The same contact is saved three times. Fields are empty. The sales stages no longer match how you actually sell.
Your team types the same thing twice
Quotes, bills and job details get copied by hand between your CRM, your spreadsheets and your accounts software.
Follow-up depends on memory
A customer asks for a price. Nobody replies. Two days later they buy from someone else. No reminder existed.
Reports take a full day
Someone builds the numbers by hand each month. Three people bring three different figures to the same meeting.
The website does not help
It is slow and out of date. It is not connected to anything. Enquiries land where nobody checks.
Your tools
plugs into what you already use.
We build inside your own accounts and connect the tools you already pay for. No new platform of ours to keep paying for.
- Enquiries in: WhatsApp, Email, Website form, Phone
- Your CRM: HubSpot, Zoho
- In the flow: AI steps, Documents
- Where it goes: Spreadsheets, Calendar, Invoices, Reports
What we automate
40 jobs we can automate for you.
Every one is listed. Pick the ones your team still does by hand.
Sales
- Chase a quote nobody answered
- Log every call against the right contact
- Flag deals that have gone quiet
- Route new enquiries to the right person
- Remind the owner before a follow-up is due
Marketing
- Tag every enquiry with where it came from
- Send a follow-up that stops when they reply
- Capture WhatsApp enquiries into the CRM
- Show which pages bring real enquiries
CRM
- Merge duplicate contacts
- Fill in missing company details
- Keep deal stages matching how you sell
- Sync contacts to your accounts software
- Archive records nobody has touched in a year
- Warn when a required field is empty
Support
- Sort incoming mail by what it is about
- Draft a first reply for a person to check
- Escalate anything urgent straight away
- Close the loop when a job is finished
Operations
- Turn an accepted quote into a job
- Chase missing documents from a customer
- Send the team a daily list of what is due
- Book the follow-up visit automatically
- Keep a checklist that fills itself in
Finance
- Draft invoices from completed jobs
- Chase overdue payments politely
- Flag when an invoice and a job do not match
- Summarise what is owed each week
HR
- Run a new starter through onboarding steps
- Collect documents without chasing by hand
- Put approved leave on the team calendar
- Remind managers about reviews
Reporting
- A weekly summary in your inbox
- Which sources actually turn into customers
- How fast enquiries get answered
- A list of anyone still waiting for a reply
Websites
- Send form entries straight to the CRM
- Stop spam without annoying real people
- Update prices in one place
- Track which page an enquiry came from
How we work
from free call to handover.
Discovery
A free call. We ask how work reaches you today, which tools you use, and where the time goes. You do not need to prepare anything.
Audit
We look at your CRM, forms and daily work. Then we write down what is broken and what we would change. The document is yours to keep.
Build
We build in small steps. You see each part working as it is finished. There is no long wait and no surprise at the end.
Handover
We give you the documents, a training session for your team, and access to everything. You own it all. We stay available if you need us.
Why Intake Labs
one team. you own everything.
One team for all of it
The same people build your website, your CRM, the automation between them and your reports. If something breaks, there is nobody else to blame.
We check before we build
First we tell you what is wrong and what we would change. You get that in writing before you spend money on a build. It is yours to keep either way.
You own everything
We build inside your own accounts. You get the documents and the passwords. There is no special platform of ours that you must keep paying for.
A person stays in control
We automate the copying, the chasing and the typing. Real decisions stay with your team. Nothing talks to your customers without a person checking it.
Client feedback
don't take our word for it.
Every line below is a client's own wording, published after they read it and agreed to it.
The website finally became part of our sales process.Our website used to generate enquiries that disappeared into an inbox. Now those enquiries go straight into our process, so we can actually follow them through.
Founder · Local business, UK
The reporting went from a headache to something useful.We used to spend hours putting numbers together for meetings. Now the information is in one place and updates automatically. It has made our weekly reviews much easier.
Business owner · SME, UK
Our CRM finally makes sense.We had a CRM, but nobody really trusted the data in it. Intake Labs cleaned it up, fixed the workflow and connected the tools we were already using. It feels like a system we can actually rely on now.
Founder · Professional services, UK
We stopped chasing people manually.Follow-ups used to depend on someone remembering to do them. Now the right person gets reminded automatically and we can see which enquiries are still waiting.
Sales manager · B2B services, UK
FAQ
questions, answered.
Anything else? Message us on WhatsApp.
Which countries do you work in?
We work online with businesses in India, Ireland and the UK. We take calls in all three time zones. Everything we build stays in your own accounts.
Do we need to be using a CRM already?
No. We can set one up for you. We can also repair one that somebody else set up badly. We work with HubSpot and Zoho. Tell us what you use and we will say honestly if changing is worth it.
What happens on the free call?
We ask how enquiries reach you now, which tools they pass through, and where the manual work is. You get our honest view on what to fix first. This is true whether or not you hire us.
How do you charge?
We quote for each project after the audit. You see the full plan and the price before any building starts. You do not need to pay a monthly fee to begin.
Will this replace people on my team?
No. That is not what we sell. We remove the repeated typing and chasing. Your team then spends that time on work that needs a person.
Who owns the work, and what about our data?
You own it. We build inside your accounts wherever the tools allow. At the end you get the documents and full access. We will sign an NDA if you ask.
Contact
Your project brief
Tell us what is going wrong and what you need. A person reads every brief and replies.
Prefer email? hello@intakelabs.in
We work across Indian, Irish and UK time zones.
Would rather just talk?
Book a call(opens in a new tab)