Solutions
Solutions organised by the outcome they deliver
We do not lead with technology. We start with the result you want, then build the workflow that gets you there. Here are the areas where Inclop helps businesses save the most time.
For each solution below: the repetitive problem, what Inclop automates, what still needs a person, the benefit, and an example.
1. Lead Capture and Follow-Up
The problem: Enquiries arrive through different channels and some are answered late or forgotten.
What Inclop automates: Instant replies to new enquiries, organised lead records, and scheduled follow-ups that keep going until the lead responds.
What stays human: The actual sales conversation and any custom offer.
The benefit: Faster responses, fewer lost leads, and a clear view of every prospect.
Example: A prospect fills in a form at 9pm and receives a helpful reply straight away. Your salesperson is reminded to follow up two days later if there is no response.
2. Proposals and Document Workflows
The problem: Proposals and documents are rebuilt from scratch each time, which is slow and inconsistent.
What Inclop automates: Turning form details into a formatted proposal or document, ready to review and send.
What stays human: Final pricing decisions and approval before it goes out.
The benefit: Proposals go out in minutes instead of days, with a consistent, professional look.
Example: A client submits their requirements through a form and a draft proposal is prepared automatically for your review.
3. Invoicing and Payment Reminders
The problem: Invoices go out late and reminders depend on someone remembering to chase.
What Inclop automates: Sending invoices on time and following up with polite reminders until payment is received.
What stays human: Handling disputes and special payment arrangements.
The benefit: Faster payments, healthier cash flow, and less awkward manual chasing.
Example: An invoice is sent on completion and a reminder goes out automatically three days before and after the due date.
4. Meeting Notes and Action Tracking
The problem: Decisions made in meetings get lost and actions are not tracked.
What Inclop automates: Turning meeting recordings or notes into a clear summary with action points and owners.
What stays human: Deciding priorities and actually doing the work.
The benefit: Nothing agreed in a meeting slips through the cracks.
Example: After a client call, your team receives a summary with a short list of who does what by when.
5. Internal Task and Approval Workflows
The problem: Requests and approvals sit in inboxes and chat, with no clear status.
What Inclop automates: Routing requests to the right person, tracking status, and sending reminders when something is waiting.
What stays human: The approval decision itself.
The benefit: Work moves faster and nothing gets stuck without anyone noticing.
Example: A purchase request is sent to the right manager, tracked, and chased if it is not actioned within a day.
6. Reports and Management Updates
The problem: Someone spends hours each week pulling numbers into the same report.
What Inclop automates: Collecting the data and preparing the summary on a set schedule.
What stays human: Interpreting the numbers and deciding what to do next.
The benefit: Managers get reliable updates without anyone building them by hand.
Example: Every Monday morning, a sales and collections summary lands in the manager’s inbox, ready to read.
7. Custom AI Assistants and Agents
The problem: Your team answers the same customer questions again and again.
What Inclop automates: A trained assistant that answers recurring questions accurately, using your own information.
What stays human: Complex or sensitive cases, which are handed to a person.
The benefit: Customers get quick answers and your team is freed from repetitive replies.
Example: A customer asks about opening hours, pricing, or process, and the assistant answers instantly, passing anything unusual to your team.
Not sure which workflow to start with?
Book a short call and we will help you choose the one that saves the most time first.