Customer record
WaitingYour sample inquiry lands here.
No copying details from an inbox.
New inquiry · Website form
INQUIRY & FOLLOW-UP SETUP
Connect new inquiries
to a clear
follow-up process.
BuildRelay connects your form or inbox to your CRM so new inquiries are recorded and follow-up is organized. Scoped, built and tested for you.
Request a quote
See the sample workflow ↓$500 one-timeFit and scope confirmed first
For small businesses · Central Florida based · Remote delivery
ONE CONNECTED PROCESS
01
Inquiry received
A request from your agreed source
02
CRM updated
The right details, in one place
03
Follow-up assigned
A clear next step for your team
Illustrative workflow · configured for agreed, compatible tools.
LESS COPYING. CLEARER FOLLOW-UP.
A new inquiry.
Already organized.
Be the customer for a moment. Edit a sample request, then watch it become a record and a next step for your team.
1
Your customer’s side
A simple inquiry from your website.
Example Home Services
How can we help?
Use made-up details. This is not our contact form.
2
Your business’s side
The right details. A clear owner. A next step.
- Receive
- Organize
- Assign
YOUR WORKSPACEReady to try
Follow-up task
WaitingSomeone knows what to do next.
A task appears with an owner and a next step.
Start with the sample on the left. You can change the details first.
One inquiry → one organized record → one assigned follow-up.
What if the same inquiry arrives twice—or a connection fails?
Try the safeguards. A repeat inquiry should not create duplicate work, and a failed connection should not look like success.
These tests affect only this example. Production error handling is agreed for your tools.
Browser-only sample. No real CRM connection, messages or customer results. Nothing you type here is sent or saved by this demo.
Make this work for your businessINQUIRY & FOLLOW-UP SETUP
One process.
Defined and delivered.
$500 one-time
Compatibility and written scope confirmed before payment. This is a paid implementation, not a subscription.
Request a quoteWhat’s included
- One agreed inquiry source connected to one CRM destination.
- Agreed fields and one internal notification or follow-up task.
- Duplicate-handling rules and a visible failure notification or log.
- Normal, duplicate, missing-data and failure checks.
- Written instructions and a short handover.
Scope, payment & correction terms
Scope first. We inspect tool compatibility, available access and the existing process. Work outside this package receives a separate quote; nothing extra starts without approval.
Payment. 50% upfront after the written scope is agreed; 50% after the agreed acceptance checks pass.
14-day defect correction. For 14 days after handover, we correct implementation defects against the agreed requirements at no additional charge. New requests, vendor outages and changes to connected systems are not included. Ongoing monitoring or support is separately scoped.
Your accounts. You own the production accounts. Software subscriptions, usage fees and applicable taxes are separate and disclosed before work begins.
Not included. Data migrations, custom apps, extra integrations, autonomous quoting/billing, customer texting and automatic record merging. Any such work needs separate review and scope, including consent where applicable.
Free standard setup applies only to our AI call-agent plan—not workflow or website projects.
FROM REVIEW TO HANDOVER
Know what you’re buying.
See that it works.
- 01
Review the process.
We check the problem, your tools and what the software can already do. No custom build for its own sake.
- 02
Agree and implement.
Confirm scope, cost, access and acceptance checks in writing. Then we configure the agreed workflow.
- 03
Test and hand over.
Review realistic examples and failures together. Get instructions, ownership and clear support boundaries.
BEFORE YOU DECIDE
Clear answers.
No surprises.
Is my process eligible for the $500 package?
It needs to fit one agreed source, one compatible CRM destination and one internal task or notification. We inspect the tools and access first. Unsupported integrations or larger work get a separate quote before you decide.
Will you use the software I already have?
Where practical, yes. We check native features first and tell you if a connector, paid plan or other software is necessary. You approve any separate software costs before work starts.
How long does setup take?
We agree a delivery date after checking scope, access and tool compatibility. Waiting for account permissions or a vendor approval can affect that date; we do not promise an unverified turnaround.
How do you access our systems?
We arrange appropriate limited access through the platform’s invitations or a secure access method. Do not send passwords, API keys or private customer records through this form or ordinary email.
What happens if something goes wrong?
The agreed workflow includes visible error handling and testing. Implementation defects against the written scope are corrected for 14 days after handover. Third-party outages, new requests and ongoing monitoring are separately scoped.
Do I need AI or a monthly contract?
No. Many inquiry workflows use simple rules rather than AI. This is a one-time implementation; software subscriptions or optional ongoing care are disclosed separately. The AI call-agent plan is a different service.
A CLEAR NEXT STEP
Tell us what’s getting stuck.
We’ll review your process and tools, then confirm fit, scope and price before you decide. Contacting us does not start paid work.
Need phone answering? Request an AI call-agent demo.
Prefer email? shay@buildrelay.techRequest a quote
Tell us what your project needs.
OTHER WAYS WE CAN HELP
Different need?
Start in the right place.
AI call agent
Phone answering, qualification and supported booking. $299/month with free standard setup for this plan only.
Explore the AI call agent →Business websites
Clear service pages and an easy inquiry path. A written project quote, with hosting and ongoing costs listed separately.
Explore business websites →