Digital Marketing
The Problem
When inquiries come from everywhere, follow-up breaks.
Most service businesses receive inquiries from multiple places.
Messages come in through Facebook or Instagram. Some arrive by email. Others come through phone calls, walk-ins, or referrals.
When the day gets busy, follow-up often depends on memory, inboxes, or scattered notes. Nothing is intentionally ignored, but things slip through the cracks.
This is where opportunities are quietly lost.
One simple rule that changes everything.
If an inquiry is not recorded in one place, it effectively does not exist. A lead management system creates a single place where all inquiries are captured, reviewed, and followed up. This removes guesswork and creates visibility without adding complexity.
Step 1: All inquiries end up in one place
This is the main list your team checks every day. All inquiries, regardless of where they came from, are recorded here. If it’s not in this list, it doesn’t exist.
Step 2: Inquiries can come from different sources
Inquiries may come from chat, forms, email, phone calls, or walk-ins. No matter where the conversation starts, everything ends up in the same place.
Step 3: Each inquiry can be followed up and updated
Notes, updates, and follow-ups are recorded directly on each inquiry. This removes reliance on memory, inboxes, or spreadsheets.
Step 4: Serious inquiries become opportunities
When an inquiry shows real interest, it can be moved into a simple opportunity stage. This helps your team focus on what matters without overcomplicating the process.
Step 5: All contacts are stored in one place
Over time, inquiries that convert become contacts. Customers, leads, and even suppliers can be stored in one place for future reference.
Tools Used in this Setup
This setup uses Odoo CRM to manage leads, opportunities, and contacts, and ManyChat to capture inquiries from chat. The tools are configured to support how your team already works, not replace it.
Designed for Real Teams, not Perfect Systems
Many systems fail not because they are bad, but because they are too complex or introduced too early. This setup is intentionally simple. It allows for automation where it helps, and manual input where needed. Human follow-up remains central to the process. The goal is clarity and consistency, not perfection.
What’s included in the Lead Management Setup
Any additional customization is reviewed separately.
Included
• Odoo CRM setup (Leads, Opportunities, Contacts)
• Lead capture form setup within Odoo
• ManyChat connection to Facebook and Instagram
• Simple automation for capturing inquiries
• Basic guidance for handover and use
Not included
• Advertising or lead generation
• Content creation
• Advanced automation or custom workflows
• Reporting customization
• Subscription fees for Odoo CRM and ManyChat
Pricing
Lead Management Setup Fee
₱15,000
(This is a one-time setup fee for Stage One)
Subscriptions to tools such as Odoo CRM and ManyChat are not included and are paid directly by the client.
Who This is For
This setup is a good fit if you:
Run a service-based business.
Receive inquiries from multiple sources.
Want clearer follow-up without complexity.
Prefer systems your team will actually use.