Every enquiry arrives with the research already done.

When a new enquiry comes in through your existing form, phone or inbox, the workflow automatically gathers relevant public context before your team responds — company background, professional profiles, past projects, or property and site details, depending on what actually matters for your business. Everything is compiled into a short brief and delivered to your CRM or inbox, usually in under a minute.

Public, published information only — things like a company's size, industry and location where a business discloses them, professional profiles where they're publicly listed, past projects or supplier relationships that are publicly referenced, and property or site context from public planning and mapping data. It doesn't access private accounts, paywalled records or anything behind a login.

No — only where that information is actually published somewhere public. Plenty of small businesses don't disclose revenue or headcount anywhere online, and individual customers obviously don't have company data at all. When it's available, it's pulled in automatically; when it isn't, the brief simply doesn't include it rather than guessing.

No. It replaces the research you'd otherwise do yourself before that conversation — the ten or twenty minutes of searching, cross-referencing and note-taking. The call, the quote, the judgement call on fit — that's still entirely your team.

Yes — it's built to sit behind whatever you already use to receive enquiries, whether that's a website form, a shared inbox or a booking request. There's no new portal for you or your customers to learn.

The enrichment simply focuses on what's actually relevant — for an individual customer that's usually property, location and job context rather than company data, which is exactly how it works for Simply Draft's residential drafting enquiries. The workflow adapts to what's useful, not a fixed template.

Because the enrichment sources and brief format are configured specifically to what matters for your business, this has more setup than our simpler automations — typically a couple of weeks from your call to a live, tested workflow.

Briefs are delivered into the CRM or inbox you already use, and we're upfront about exactly what runs where. Nothing is sold or shared with third parties. Because this pulls from public sources rather than your customers' private data, there's generally less to be cautious about than a workflow handling stored personal records — but raise any specific compliance requirement on the call and we'll confirm how it's handled.

Yes — that's exactly what it does for Simply Draft, a residential drafting business. Instead of company background, the brief pulls site boundaries, existing structures and planning constraints from public property and mapping data, so the owner has the context to respond intelligently without thirty minutes of manual research.

It's broader than one platform, and it doesn't access anything behind a login — it pulls together whatever a business or individual has genuinely made public: company information, publicly listed professional profiles, past projects referenced online, and property or planning data where relevant. Think of it as the research a sharp salesperson would already do before a call, done automatically and consistently.

If your team is currently doing this research manually before every response, often yes — the calculator above gives a rough, honest estimate using your own enquiry volume and research time, rather than a generic sales line.

Indicative pricing is $2,200 to set up and configure — the highest of our proven automations, because it involves pulling and structuring external data specifically for your business, not just messaging — then $199 a month to run and monitor. See the pricing section above for what's included, and we'll confirm your exact number on a short call.