Every lead gets a discovery call. Every proposal gets a follow-up.
AutoMapped replies to inbound leads straight away, tracks each deal from discovery call to signed project, and reminds you when a proposal, renewal or expansion needs attention.
Set up for marketing and creative agencies, studios, IT providers and B2B consultancies.
Where leads slip
Sound familiar?
The usual gaps between an inquiry and a client — and what AutoMapped does about each one.
Inbound leads sit in a shared inbox.
Each project inquiry gets an instant reply, an alert for your team and a callback task, with follow-ups until they book a discovery call.
Proposals go out and nobody chases them.
A proposal follow-up checks in after two days and reminds the owner of the deal to call if there's no answer.
Retainers renew — or don't — without anyone noticing.
Retainers and managed services carry a renewal reminder, and expansion and win-back stages show where the next project might come from.
Forecasting is guesswork.
One deal pipeline with stage reasons and won values, plus a copilot and sales coach that answer with links to the records behind them.
Customer journey map
Your deal pipeline, ready on day one.
Stages are named the way you work, and every client on the map has a clear next step. Stages move when the evidence says so — a booked meeting, an accepted proposal — and every move is explained.
- 1
New lead
Next step: Acknowledge right away, then call back
- 2
Qualified
Next step: Book the meeting
- 3
Discovery call booked
Next step: Confirm the meeting
- 4
Proposal sent
Next step: Check in if there's no reply in two days
- 5
Negotiation
Next step: Answer questions and agree next steps
- 6
Expansion opportunity
Next step: Remind them when the next visit is due
Repeat-service reminders included in the template
- Consulting · every 6 months
- Marketing retainer · every year
- IT & managed services · every year
Defaults you can change for your business.
Follow-up automations
Follow-ups worded for agencies and B2B service firms.
Ready-made sequences that use your terms. Nothing goes live until you switch it on, and every sequence stops when the person replies, books or opts out.
- Consent and opt-outs tracked per channel
- Quiet hours and daily caps enforced before sending
- Every step logged, so you can see what was sent
New lead: acknowledge & follow up
Thanks the prospect right away, alerts your team and follows up until they book a discovery call.
Text message Hi Sam, thanks for contacting [Your business]! We received your request and will be in touch shortly. Reply STOP to opt out.
Meeting confirmation
Confirms booked meetings, with an easy way to reschedule.
Proposal follow-up: 2 days, 2 weeks, 2 months
Checks in on open proposals, then creates a call task for the deal owner.
Text message Hi Sam, [Your business] here. Any questions about the proposal we sent? Happy to go through it. Reply STOP to opt out.
Post-project feedback & review request
Asks every client for honest feedback a few days after a project wraps up.
What you get
Everything between “new inquiry” and “come back soon.”
Speed-to-lead follow-up
New inquiries get an instant acknowledgement, your team gets an alert and a callback task, and follow-ups continue until the client replies or books.
Proposal follow-up
If a proposal gets no answer, AutoMapped sends a friendly check-in and then reminds you to call. It stops as soon as they reply or decide.
Copilot & sales coach
Ask questions about your clients and pipeline and get answers that link to the records they came from. Drafts are labelled and wait for your review.
Daily briefing
One list of what needs you today — missed calls, unanswered inquiries, unconfirmed bookings, promises coming due — each linked to the record behind it.
Ads attribution
See which campaigns bring in inquiries that turn into clients, not just clicks.
Repeat-service reminders
Recurring services come with a reminder interval, so clients hear from you when the next visit is due — not when someone happens to remember.
Some features depend on your plan. Compare plans →
Website assessment
Start with a free website assessment.
See your site the way a visitor on a phone does, and get a plain-language list of what to fix first — included in your free trial.
FAQ
Questions from agencies and B2B service firms
Is it a full sales CRM?
Can we rename stages to match our process?
Do you also run ads or build websites?
Does AutoMapped use our terminology?
Do I need to set up integrations first?
Give every lead a next step.
Choose “Agency or B2B services” during setup and your pipeline, forms and follow-ups arrive worded for you — you decide what goes live.