[Services](https://nocodesolutions.ai/services) # Lead-to-customer system: every application, call and payment where it should be Forms, CRM, calendar, payments and onboarding connected in the tools you already use. Once it’s live, a failed step alerts us, and we fix it and replay what was missed. [Check my setup](https://nocodesolutions.ai/contact) · [See prices](https://nocodesolutions.ai/services/lead-to-customer-system#prices) 30-minute call. Nothing to pay or sign. Example 1. **Application sent from an ad** form → CRM, with source and answers · Delivered 2. **Sales call booked** calendar → CRM → setter told · Delivered 3. **Second instalment fails** payment → retry → team alerted · Replayed 4. **Client starts the programme** payment → access → welcome emails · Delivered 5. **Sale reported to the ad platforms** CRM → ad platforms, once each · Delivered An example of how one lead moves through a system we build. Every step is logged, and a failed step alerts us so it can be fixed and replayed. - 3,000+ · Automations built for clients, sales and CRM systems among them. - £1,500 · Health check, credited in full to a build booked within 60 days. - 30 working days · From your logins to live. If we miss it, two months of care at no charge. [See the conditions](https://nocodesolutions.ai/services/lead-to-customer-system#guarantee) - Your accounts · It runs in your accounts and keeps running if you stop. ## Where it usually breaks A lead applies on Tuesday night. The booking lands in the calendar but not the CRM, so the setter never calls. A payment plan instalment fails, and nobody sees it until the client asks why they’ve lost access. The ad account reports more sales than the bank does, so nobody knows which ads to trust. Each tool works on its own. The gaps between them are where leads and payments go missing. ## What the system does Seven parts, each with a test that says it is done. We run every test in your own accounts with test leads and test payments before anything goes live. ### Applications and call booking Stops thisA booking lands in the calendar but not the CRM, and nobody calls. Applications and booked calls land in your CRM with the lead’s answers, source and ad, and the right person is told. Done whenFive test applications from different ads appear in the CRM with source and answers, and each booking reaches the right calendar. ### Setter and closer pipeline Stops thisLeads sit untouched for days because nobody owns the next step. Every lead has a stage, an owner and a next step in your CRM, from first call to signed. Done whenA test lead moves through every stage with the right tasks and alerts. ### Payments and payment plans Stops thisAn instalment fails on a Sunday and the client notices before you do. Every payment, in full or by plan, is recorded against the client in the CRM. Failed instalments are retried and flagged the same day. Done whenTest payments in full and by plan, plus one failed instalment, all show correctly in the CRM and the failure reaches the team. ### Onboarding Stops thisA new client pays, then waits a day for access while someone sets it up by hand. A new client gets access to the programme, the welcome emails and the right community space without anyone doing it by hand. Done whenA test client receives access and the welcome sequence within 5 minutes of paying. ### Ad conversions Stops thisThe ad platforms learn from form fills instead of from the people who paid. Sales from your CRM and payment provider are sent to Meta and Google as conversions, once each, so the ad platforms learn from real buyers. Done whenA test sale shows once in each ad platform’s event view and matches the CRM. ### Monitoring and replay Stops thisAn automation stops after a password change and nobody knows for weeks. Every step is logged. A failure alerts us, and anything that failed is replayed once it’s fixed. Done whenA deliberately broken step raises an alert within 5 minutes and the event replays correctly after the fix. ### Handover Stops thisThe person who set it up leaves, and nobody knows how it works. A walkthrough with your team, a one-page map of how it all connects, and a test you can run yourself. Done whenYour team has run the test themselves and it worked. ## How it works Five steps, each with a price and a timescale. You can stop after the health check and keep the report. 1. ### Setup check On a call, we follow one recent lead from ad to payment through your tools together, then send you a one-page summary. 30 minutesNothing to pay 2. ### Health check We send test leads through your whole setup, map every tool and hand-off, and mark each tool keep, fix or replace. £1,500Credited to a build booked within 60 days 3. ### Build and test We build in your own accounts and test every step with test leads and test payments before anything goes live. From £6,000Planned for 30 working days 4. ### Switch on and watch We switch it on and check every event for the first two weeks. 2 weeksIncluded in the build 5. ### Monitored care A failed step alerts us. We fix it within one working day, replay what was missed and send you a short report each month. £750 a month3‑month minimum ## The health check £1,500, credited in full to a build booked within 60 days. - We send test leads from your ads and forms all the way to payment, and see where each one goes. - We map every tool and every hand-off between them. - You get a report with each tool marked keep, fix or replace, and what is lost, duplicated or slow. - We walk you through the report and the map on a call. If the report shows you only need one or two fixes, it says so. You can hand it to your own team. ## What it costs Health check paid upfront. Build: half to start, half at go-live. Care billed monthly in advance. ### Health check £1,500Paid upfront - Test leads sent from ad to payment - A map of every tool and hand-off - A report with each tool marked keep, fix or replace - Credited in full to a build booked within 60 days ### Standard system From £6,000Then £750 a month for monitored care - Applications and call booking into your CRM - Sales pipeline, payment plans and onboarding - Ad conversions, monitoring and replay - Half to start, half at go-live ### Custom system From £12,000Quoted after the health check - Tools outside our supported list - Several brands or programmes - Custom apps inside the system, such as a client dashboard We are not VAT registered, so these are the prices you pay. Monitored care has a 3-month minimum; after that you can stop with 30 days’ notice. Everything keeps running in your own accounts. When care stops, we hand over the map and the logins. [Check my setup](https://nocodesolutions.ai/contact) · 30-minute call. Nothing to pay or sign. Our guarantee ## Live in 30 working days If the standard system isn’t live within 30 working days of us having all your logins, you don’t pay for the first two months of care. It applies when: - All logins given within 3 working days of the kick-off call - Approvals given within 2 working days of each request - Every tool in the build is on our supported list That is £1,500 of monitored care at no charge. ## Recent work Described without names: client work stays private. Sales teams, AI on calls ### A sales dashboard with AI call scoring A dashboard for a dialling platform, so managers can see how each closer’s calls really go. - AI transcription of calls - AI scoring of how closely the closer followed the script - Sentiment on each call - Leaderboards and reporting Scores, sentiment and rankings for each closer, in one dashboard. [Read the case](https://nocodesolutions.ai/work#ai-call-scoring) ## Tools we work with We keep the CRM your team already uses, such as HubSpot, HighLevel or Close, and connect it to your forms, calendar, payments, contracts, programme platform and ad accounts. Tools outside our supported list can be connected for a one-off fee, or we suggest a supported tool that does the same job. Where no tool does what you need, we build it, in your own accounts. See [integrations](https://nocodesolutions.ai/services/integrations) and [custom apps](https://nocodesolutions.ai/services/custom-apps). ## What we don’t do - Running your ads, writing your ads or managing ad budgets - Writing your sales pages, emails or claims about results - Taking sales calls or recruiting setters and closers - Running your community or delivering your programme - Moving years of old data between systems (quoted separately if needed) - Legal advice on your payment plans, terms or marketing claims ## Questions people ask Do we have to change our CRM? No. We keep your main CRM and connect everything else to it. We only suggest replacing a tool when it is the cause of the failures. Who owns it? You do. It runs in your own accounts and on a server in your name. If you stop care, it keeps running and we hand over the map and the logins. What if we use a tool you don’t support? We can connect it for a one-off fee, or suggest a supported tool that does the same job. The health check tells you which before you commit. Can you help with our ads or sales calls? No. We build and look after the systems behind them, so your ads team and your closers have the right data. Where is our customers’ data kept? In your own accounts, and on a server in your name for the automation engine. Our contract includes a data processing agreement that lists every service the data passes through. Do you set up payment plans? We build plans the way you specify them and record every payment against the client. We do not advise on how to structure them: some plans can count as regulated credit, so check with your adviser. ## Find out where your leads and payments go missing A 30‑minute call where we follow one recent lead through your tools together, then a one‑page summary. There is nothing to pay and nothing to sign. [Check my setup](https://nocodesolutions.ai/contact)