Lead capture and CRM routing
Normalize approved lead fields, preserve source context, deduplicate records, and route enquiries to the correct owner without creating a second conflicting customer database.
London automation
Automate the repetitive steps after a lead appears.
CRM integration and practical business automation for London companies: lead routing, follow-up, booking, reporting and approved AI workflows.
Where this work fits
Start with the business constraint, not a fixed channel bundle.
Designed for teams losing time or leads between enquiry, assignment, follow-up, booking, status updates, and reporting, where the underlying process can first be defined clearly enough to automate safely.
Working scope
Three parts of the operating model.
Follow-up and booking workflows
Automate reminders and status transitions around explicit business rules while keeping human approval for commitments, sensitive actions, or exceptions.
Reporting and practical AI automation
Use automation and AI for summarisation, classification, preparation, and repetitive coordination where outputs can be checked and privacy boundaries are clear.
Measurement
Judge the channel by the next meaningful business action.
Track response time, unassigned leads, duplicate records, follow-up completion, booked or qualified outcomes, manual steps removed, and automation errors. Automation volume is not useful if the underlying process becomes less reliable.
Questions before starting
Will you replace our existing CRM?
Not unless there is a proven reason. The first preference is to improve the authoritative system already in use and avoid creating a second CRM or competing source of truth.
What does the first London growth audit cover?
It reviews the current offer, website or landing path, search visibility, social and paid acquisition signals, tracking and follow-up, then identifies the smallest useful first test.
Do you guarantee rankings, leads or revenue?
No. Hermes can control agreed research, implementation, testing, tracking and optimisation, but search rankings, platform auctions, buyer behaviour, sales execution and revenue cannot be guaranteed.
Commercial boundary: platform spend, third-party fees and production costs are separate unless explicitly included. Search rankings, leads, sales and revenue are not guaranteed.