
01 / 05 · Facebook lead
A new enquiry.
A Facebook lead starts the conversation, bringing the submitted contact details and product enquiry into the workflow.
What we do
AI, systems and websites for businesses looking to scale. Built around your people and the tools you already use.
Find your starting pointAI automation, custom agents and industry systems.
Website design and development, as a standalone project or alongside them.
Connect enquiries, quote preparation, bookings and follow-up across the tools you already use. Best for recurring work where the steps are already known. We map those steps, agree approval points and test the workflow with your team.
Give AI a specific job, the right business context and clear permissions. Use an agent when the context changes from case to case. It can prepare research, draft options, retrieve knowledge or handle phone and voice enquiries, with your team deciding what can move forward.
Connect the work from intake to invoicing around your industry’s processes, where a job passes through several people and stages. We assess existing software, data and handovers before designing the system, with responsibilities and support agreed up front. Approvals and professional decisions stay with your people.
Website design and development with a clear offer, useful service pages and a straightforward enquiry journey. Search foundations, responsive design and measurement are part of the build.
Not sure where AI fits yet? Start with advice. We look at how work moves between your people and tools, say plainly where AI is worth using and where it is not, then recommend the next step. That might be AI, ordinary automation, a setting in software you already use, or no change at all.
In practice / Savwinch
Follow a lead from Facebook to Zoho CRM.
Illustrative scenes based on the Savwinch workflow. Exact routing and email approval rules are being confirmed.

01 / 05 · Facebook lead
A Facebook lead starts the conversation, bringing the submitted contact details and product enquiry into the workflow.

02 / 05 · Match products
Use the enquiry requirements to identify a relevant product combination. Missing information is flagged for a person to resolve.

03 / 05 · Assign salesperson
Route the enquiry to the appropriate salesperson, following the agreed assignment rules.

04 / 05 · Tailor + send email
Customise the email around the enquiry and product combination. Sending follows the agreed approval rules.

05 / 05 · Update Zoho CRM
Record the product selection, owner and correspondence in Zoho CRM, ready for the next follow-up.
How we work
Understand
We learn how your business works, review the tools and agree what success looks like.
Explore the audit ↗Build + test
A defined scope, real-world testing and agreed approval points. Start with a focused pilot where it makes sense.
Explore a pilot ↗Support
Clear handover and the aftercare agreed in your scope. Ongoing monitoring, support and improvements for named systems are a separate agreement, if you want them.
Explore ongoing support ↗That is where we start. We assess the tools you use, available integrations and access requirements before recommending what to connect or change.
Bring one workflow, a website or a problem your team keeps running into. A 20 to 30 minute scoping conversation is free and settles fit and the next step. That might be a paid audit when the problem needs mapping, a scoped pilot when it is already understood, or a defined website project. A known website fix does not need an audit first.
We agree permissions and review points before building. Actions such as sending messages or changing records need clear rules, testing and an identified owner.
Handover and support are agreed as part of the scope. We explain how the system works, who owns each step and how changes or issues will be handled.
Your next chapter
Melbourne · Working across AustraliaAn AI workflow, a custom system or a better website.
Tell us what you have in mind.