what we solve / customer and client intake

Capture every job, lead, and request in one place.

New work comes in through email, phone, web forms, walk-ins, and word of mouth. If even one of those channels gets missed, you lose the job before you even know it existed. We fix that.

the problem

In plain English.

Most growing businesses do not have a missing-customers problem. They have a scattered-channels problem. Enquiries land in five different inboxes, on three different phones, and on a piece of paper at the front counter. Someone is supposed to enter them into a spreadsheet, but they are busy, and a few always slip through. By the time you notice, the customer has gone elsewhere.

this might look like

  • 01

    trades and field services

    A plumbing business takes call-outs by phone, web form, and a referral platform. The receptionist enters most into the job book, but the after-hours voicemails sometimes get forgotten until the next morning.

  • 02

    professional services

    A small accounting firm gets new client enquiries via the website, LinkedIn, and partner referrals. Without a single place to log them, follow-ups depend on whoever happened to see the email.

  • 03

    health and allied health

    A clinic juggles bookings between an online form, a clinic phone, and walk-ins. New patients sometimes wait days because no one knows the request came in.

how votan helps

What changes, on the ground.

  • 01

    Every enquiry from every channel ends up in one tidy list, with no manual typing.

  • 02

    Each request is automatically routed to the right person or team, with a clear owner.

  • 03

    You can see at a glance how many new requests came in this week and what is still open.

  • 04

    Nothing has to live in someone's inbox or on a sticky note to get attended to.

  • 05

    Standard replies and acknowledgements go out automatically, so customers know you got it.

  • 06

    The data feeds your CRM or job system without anyone re-typing it.

example

illustrative, not a client case study

A busy services business takes job requests across email, phone, and a paper form, with no single view of what is in progress. A simple automated intake captures every request into one board, sends an instant acknowledgement to the customer, assigns the right team member, and flags anything that has not been actioned within a day. The owner stops worrying about what they might have missed.

how we keep it safe and on scope
  • 01

    Independent advice

    We recommend what fits your business. If you do not need something, we say so.

  • 02

    Secure by default

    Access controls, least privilege, and no client data used to train public AI models.

  • 03

    Fixed scope

    Every engagement is scoped and priced upfront. No open-ended hourly work.

  • 04

    You stay in control

    We build on tools you own, document everything, and hand it over.

other problems we solve
get in touch

Tell us what this looks like in your business

A short brief is all we need. We reply within one business day.

We will read this ourselves and reply within one business day. No pressure, no obligation.

our promises to you

  • 01

    Independent advice

    We recommend what fits your business. If you do not need something, we say so.

  • 02

    Secure by default

    Access controls, least privilege, and no client data used to train public AI models.

  • 03

    Fixed scope

    Every engagement is scoped and priced upfront. No open-ended hourly work.

  • 04

    You stay in control

    We build on tools you own, document everything, and hand it over.

get in touch

Ready to start a conversation?

Send us a short brief. We reply within one business day.