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US accident help / Swift Attorney

Multiple lead sources. One operating system.

Every lead has a source and a status. Admin knows what needs attention. Management can see the pipeline.

Enquiry pipeline
Illustration
New
Assigned
Active
Next step
Illustration of the CRM pipeline: enquiries arrive, are assigned, and move through each stage until the next step is set.

No customer data is shown. Interface visuals on this page are illustrations, not screenshots of the live system.

01The business

The business

Swift Attorney is a US accident-help service. Leads reach it through many entrances: marketers’ content, Instagram DMs, Facebook, the website and its forms, phone calls and in-person marketing.

02The problem

What wasn't working

With that many ways in, a lead could start anywhere: a marketer’s inbox, a social DM, a phone call or a form. Getting it into the process depended on people noticing it, collecting the details and passing them on.

That made it hard to see the whole pipeline, and hard to know which source each lead had come from.

03The old process

How it used to run

  1. 01Customer messages a marketer
  2. 02Marketer notices, replies and asks for details
  3. 03Details copied and sent internally
  4. 04Admin told about the lead
  5. 05Lead finally enters the process

04What Setavo changed

What we changed

  • Built a CRM around the operation, so every lead lands in one pipeline whatever door it came through.
  • Captured the source of every lead, including which marketer or channel it came from.
  • Automated the DM entrance: an immediate response, an intake that collects the details, and a lead created with its source preserved.
  • Gave admin a clear view of incoming leads and what needs attention, and management a view of pipeline, sources and activity.
  • Built the Swift Attorney website as one of the entrances into the same system.

05The system

The Swift operating system

The Swift operating system: Marketer content, Instagram DM, Facebook, Website, Form, Phone, In-person marketing all lead into one system. Then: Lead enters system, then Source captured, then Customer details, then CRM record, then Status / qualification, then Admin visibility, then Next action, then Follow-up.

The website, one of the entrances

06The operational result

The result

Every lead has a source and a status. Admin knows what needs attention, management has visibility, and the next action is clear.

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The building blocks behind this

  • Systems

    Custom CRM Development

    Pipelines, follow-up and reporting shaped around how you actually sell.

  • Communication

    DM Automation

    Instagram, Facebook and WhatsApp enquiries turned into leads in your CRM.

  • Digital

    Websites

    A website that looks expensive, for £600 once. Hosting and your own management app included.

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Just show us the problem.

We can fix it.

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