Eco home assessments
Cucumber Eco CRM
An inbound-lead agent that books assessments and updates the CRM.
Case study
Cucumber Eco CRM
A custom CRM for Cucumber Eco with an agent on inbound leads that qualifies enquiries, books appointments with assessors and keeps the CRM up to date.
- Inbound leads qualified automatically
- Assessor appointments booked live
- CRM kept current without manual entry
The work
Challenge, approach, outcome
1
The challenge
Inbound eco-scheme leads were slipping through the cracks and assessors' diaries sat half-empty.
2
What we built
A bespoke CRM with an agent that handles inbound leads, books assessor appointments and updates records.
3
The outcome
Faster lead response, fuller assessor calendars and a CRM that stays current on its own.
Seconds
to first response
Fuller
assessor diaries
Zero
manual CRM entry
“The agent books our assessors while we sleep and the CRM is finally accurate.”
Robert Meehan
Technical Director, Cucumber Eco Solutions Ltd
