01 / DISCOVER
Understand the business.
We confirm industry, services, locations, hours, staff, lead sources, sales stages, appointments, follow-up needs, and where opportunities currently get lost.
How the managed service works
We build the lead-conversion system around your business.
Kerdexed maps your industry, lead sources, customer journey, team, and sales process; configures the workspace; builds the agreed automations; tests the workflow; activates it; and keeps refining it as your business uses it.
The Kerdexed process
From business discovery to active lead conversion.
The exact setup changes by industry and merchant, but every implementation follows the same operating discipline.
02 / CONFIGURE
Build the private workspace.
We configure company fields, industry context, contacts, pipeline, calendars, forms, permissions, ownership, reporting, and plan-specific modules.
03 / AUTOMATE & TEST
Turn repeated work into workflows.
We build agreed lead nurture, reminders, no-show recovery, review requests, reactivation, AI-assisted calling, forms, funnels, and related conversion workflows, then test them before activation.
04 / ACTIVATE & IMPROVE
Launch and refine.
Once the system passes acceptance checks, production workflows go live. Your monthly service supports agreed adjustments as real leads and customers move through the system.
What happens after a lead arrives
The next action should not depend on somebody remembering it.
Kerdexed connects the business record, contact, communication, appointment, workflow, and pipeline activity that follows.
IDENTIFY & CAPTURE
Create one source of truth.
Record the company, industry, location, contact, source, and lead context before work begins.
Know who the opportunity is and why it matters.
RESPOND
Start the approved follow-up.
Notify the right person and launch the appropriate task, email, SMS, call, or other configured next step.
Reduce the gap between inquiry and response.
BOOK & REMIND
Connect appointments to the customer journey.
Bookings, confirmations, reminders, cancellations, and no-shows stay attached to the same opportunity and can trigger next steps.
Less manual chasing around scheduled work.
CONVERT & CONTINUE
Keep the relationship after the win.
Move the opportunity through the pipeline, preserve its history when it becomes a customer, and continue with review, retention, or reactivation workflows where included.
The customer relationship does not restart after conversion.
Plan-dependent capabilities
Use the automation your business needs.
Your subscribed plan and implementation scope determine what is activated in the merchant workspace.
FOUNDATION
Core operating system.
Business and industry tracking, CRM, contacts, pipeline, lead follow-up, appointments, reminders, review requests, onboarding, and reporting.
GROWTH
Expanded follow-through.
More nurturing, no-show recovery, stale-lead reactivation, team workflows, forms/funnels, enhanced reporting, and ongoing refinement.
SCALE
Advanced conversion automation.
AI-assisted call handling where supported, advanced workflow orchestration, knowledge-base setup, broader conversion assets, multi-location support, and higher-touch service.
Clear responsibility
Kerdexed improves the process. Your business still owns the outcome.
Automation can reduce missed opportunities and inconsistent follow-up, but it does not guarantee customers, sales, or revenue. Results still depend on lead quality, offer, market, pricing, staffing, and execution.
1. IdentifyKnow the business and industry context.
2. AutomateTrigger approved next steps consistently.
3. MeasureSee leads, appointments, and pipeline movement.
4. ImproveRefine the system as the business operates.
Build a system that keeps working after the first lead arrives.
Choose the service level that matches your operation.