01
AI Receptionist & Lead Intake
Initial enquiries, lead information and routing.
- Respond to initial enquiries
- Capture lead information
- Route enquiries to the right person or workflow
CRM Automation & AI Follow-up
Lead capture, updates, reminders and follow-ups.
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Service 06
What this service does
Keeps your CRM current and your leads moving. Lead details are captured, records are updated, and reminders and follow-ups are triggered so opportunities are not left waiting.
Part of:CRM & Lead Automation
Key capabilities
- Capture leads into your CRM
- Update records automatically
- Set reminders for your team
- Trigger follow-ups at the right moment
How it works
Every service follows the same pattern: understanding, decision, action — with a person stepping in when required.
- Step 1
Capture
Lead details arrive from your channels.
- Step 2
Update
CRM records are created or updated.
- Step 3
Follow up
Reminders and follow-ups are triggered.
Configured around your business
This service starts from a reusable template. It is then fitted to your business information, brand identity, communication style, systems and human escalation rules — so it feels specific to you while running on the same uFirst.Ai foundation.
Works well with
Services that share a category with this one and are designed to work alongside it.
08
AI Call Summary & CRM Integration
Call workflows, summaries and CRM updates.
- Support call workflows
- Summarise calls
- Update your CRM from call outcomes