Lead management software for home automation companies
Home automation sales involve an in-home demonstration, and a lead that goes cold after one visit usually never returns. Adeptike.com Leads & Workflow Management keeps the enquiry alive through the weeks it takes a household to decide.
- Design consultations booked and confirmed
- Long decision cycles followed up properly
- Installed customers identified for expansion
How home automation companies lose work before it starts
Almost none of this is about the quality of the work. It is about enquiries being captured inconsistently, owned ambiguously and followed up unreliably.
One visit and then silence
A household shows interest, requests a proposal, then hears nothing for a month and assumes the company lost interest.
01Proposals are generic
Device lists without scenarios mean the household cannot see themselves using the system.
02Consultations are no-shows
Appointments are made verbally and confirmed nowhere, so no-shows are common.
03Expansion revenue never appears
Nobody systematically approaches installed customers about additional rooms or new devices.
04What Leads & Workflow Management does for home automation companies
It is a standalone product. It is not a FieldPro module, and a business with a lead problem does not need dispatch software.
Scenario capture
Enquiry records what the household actually wants to control, which shapes the proposal.
Consultation booking
Consultations booked and confirmed, which matters because households forget.
Long-cycle follow-up
Follow-up structured across the weeks a household decision actually takes.
Expansion visibility
Completed installations become visible as sources of additional automation work.
Ownership
Each enquiry owned by one person through to decision.
Pipeline value
Outstanding proposal value visible by stage.
From first contact to signed order
Each stage has an owner and a next action. That is what stops enquiries stalling between people.
Enquiry captured
Rooms, existing wiring and requirements captured at first contact.
Design consultation
Consultation arranged in the home, with the scenarios discussed rather than just devices listed.
Proposal issued
Scenario-based proposal issued with a scheduled follow-up date.
Decision follow-up
Follow-up maintained while the household decides, often over several weeks.
Installation and aftercare
Accepted work scheduled, then aftercare and expansion tracked from the same record.
This is a different product from FieldPro
FieldPro runs the work after a job exists: dispatch, job sheets, site evidence and reporting. Leads & Workflow Management runs the commercial process before it: the enquiry, the survey, the quotation and the follow-up. Many businesses need one. Some need both. We will tell you which.
- Enquiries captured from calls, WhatsApp, forms and walk-ins
- One named owner per enquiry
- Follow-up tasks scheduled instead of remembered
- Pipeline value and stage visible at all times
- Lost reasons recorded so you can see why you lose work
Questions from home automation companies
How long does the sales cycle actually run?
Should the proposal be automated?
Does it identify expansion opportunities?
See how much work you are currently losing
Tell us roughly how many enquiries you receive in a month and how many turn into work. We will tell you what the gap looks like and whether this product is the right answer to it.
Related pages
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The standalone lead management product.
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For businesses that also need dispatch and job management after the sale.
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