CallTech Automation Packages
Practical automation packages for lead capture, WhatsApp routing, CRM workflows, bookings, quotes, invoices, Power BI dashboards, SharePoint workflows, Dynamics alignment and managed workflow support. Automation delivery supported by AlgoaTech.
Freeform expandable packages
Each package can be expanded so customers can understand what it does, when it fits, and what CallTech delivers before booking a consultation.
CallTech stays the main brand
Automation is presented as a CallTech service line with practical delivery support, clear ownership and a professional customer-facing experience.
Website visitor support and enquiry capture.
Ideal for businesses that miss web enquiries or need a first-line digital assistant.
Chat widget, enquiry capture flow, routing rules and handover instructions.
Turns website forms into organised business leads.
Best for service businesses that want every enquiry tracked properly.
Lead form, email alerts, spreadsheet/CRM capture and response workflow.
Routes WhatsApp enquiries to the right person or team.
Useful for businesses with multiple service types or staff members.
WhatsApp click flow, routing logic, contact capture and follow-up prompts.
Creates a structured pipeline for enquiries and sales activity.
Best for teams needing visibility over new leads and next actions.
Pipeline stages, fields, automations, lead source tracking and basic reporting.
Automates booking requests, confirmations and reminders.
Ideal for consultations, site visits, support sessions or service appointments.
Booking form, calendar routing, confirmation messages and reminder flows.
Reduces manual admin around quotes and invoices.
Useful for businesses that repeatedly quote similar services.
Quote request capture, draft data flow, invoice/quote process map and alerts.
Keeps prospects warm after enquiry submission.
Best for sales teams that need consistent follow-up without forgetting leads.
Follow-up sequence, owner notifications, message templates and tracking fields.
Connects lead capture, follow-up and sales visibility.
Useful when management wants to see where opportunities are stuck.
Pipeline logic, task reminders, status movement and summary dashboards.
Creates visibility over leads, enquiries, tasks or operations.
Best for owners and managers who need quick operational reporting.
Power BI dashboard structure, data source mapping, key metrics and refresh guidance.
Ongoing support for automation workflows and improvements.
Useful once systems are live and need monitoring, fixes and small changes.
Support schedule, workflow checks, change requests and improvement backlog.