Sales & Marketing Solutions
Software to automate lead generation, appointments & quotations at scale
Infonote develops sales and marketing software that helps businesses automate enquiry handling, manage appointments and generate accurate quotations. Our solutions work across networks of websites to capture, qualify and route leads automatically — giving your sales team more time to focus on closing deals rather than chasing admin.
Automated Workflows
Qualify & route leads instantly
Multi-Site
Operates across website networks
Data-Driven
Insights to improve conversion
Fully Integrated
Connects to your existing systems
Lead Generation
Sales lead management software that can operate across a network of Business to Consumer websites to automate enquiries at scale.
- Automatic lead qualification
- Categorisation by type, value & region
- Multi-website lead capture
- Automated routing to sales teams
Appointment Manager
Automate your diary system to manage appointments across multiple clients, suppliers and service providers.
- Intuitive web dashboard & mobile apps
- Travel time & working hours management
- Staff holiday & availability handling
- Automated appointment scheduling
Quotation Wizard
Context-sensitive questions that you can define, edit and tailor to help fine-tune an online enquiry and instantly generate accurate quotations.
- Configurable question flows
- Instant quotation generation
- Connectable to Lead Gen software
- Tailored to any industry or product
How does the lead generation system work?
Our Lead Gen software captures enquiries from websites, automatically qualifies them by category, sales value, enquiry type and geographic region, then routes them to the appropriate sales team. It can operate across a network of multiple websites simultaneously.
Can the quotation wizard be customised for our products?
Yes. The Quotation Wizard is fully configurable. You define the questions, parameters and pricing logic. It works for any industry — from carpet suppliers needing room dimensions to service providers calculating bespoke quotes.
Does the appointment manager have a mobile app?
Yes. The Infonote Appointment Manager includes a web dashboard and companion mobile apps that work together. Staff can view, manage and update appointments on the go.
Can these solutions integrate with our CRM?
Yes. Our sales and marketing solutions are designed for integration with third-party CRM, email and booking systems. We work with you to connect the tools into your existing workflow.
Talk to us about automating your sales process
Our team can help you streamline lead handling, appointment scheduling and quotation generation.
Get in touch