1. Capture
New leads from web forms, email, or other channels are captured automatically.
Service · No dropped leads
Capture leads instantly and follow up faster—every time.
Every inquiry is recorded, routed to the right person, and answered quickly—so opportunities don’t slip through the cracks.
How the workflow works
2. Organize + assign
Leads are categorized and routed to the right person or team immediately.
3. Trigger follow-up
Consistent follow-up tasks and messages are queued fast so no lead is forgotten.
Example intake sequence
Website form submission workflow
- Create lead record in your tracking system
- Tag by service type, urgency, and geography
- Notify assigned owner instantly
- Send acknowledgement message to the lead
- Create next-step follow-up task within target timeframe
Benefits
- Faster first response
- Fewer dropped or forgotten leads
- More consistent handoff and follow-up
- Better visibility into pipeline activity
Improve lead response speed without adding manual overhead.
Tejma workflows keep humans in control while repetitive lead admin steps happen automatically.
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