Imports & enquiries.
Review spreadsheet column mappings and retain custom fields. Website form connections preserve the original submission and pass a signed copy to the CRM.
A client-owned CRM and follow-up system developed by Rob: bring spreadsheet contacts and website enquiries into one working view.
A message on a website and a row in a spreadsheet can both become a business conversation. The useful work is keeping the details, next action and history together.
Get Paper brings contact imports, website enquiry connections, contact records, notes, templates and booking workflows into a self-hosted application. Its development grew out of practical marketing and follow-up work.
This is working software in continuing development. DCL offers scoped implementation and integration discussions; the suitable version, hosting, supported connections and operating responsibilities are checked for each project.
Review spreadsheet column mappings and retain custom fields. Website form connections preserve the original submission and pass a signed copy to the CRM.
Contact details, notes, files and an event timeline give the operator context for the next response. Templates can use the selected contact’s fields.
Composition, follow-up and contact-specific booking workflows support the person running the conversation. Provider setup and sending permissions remain part of implementation.
Ask for a walkthrough using fictional data. We agree the import, enquiry, response and booking journeys you need, then test those journeys in the proposed setup. Prospect research and enrichment depend on their sources; finding a record does not guarantee a usable contact or permission to send.