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CRM & Contacts
Keep customer details, notes, conversations and opportunities together in one organised record.
- Central customer database
- Contact history & notes
- Tags & segmentation
- Custom fields
Bring CRM, conversations, pipelines, bookings, follow-up and reporting into one connected system—configured around the way your business works.
iStudy does more than provide access to software. We configure the platform, build the workflows and provide ongoing support as your requirements change.
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Customers can reach your business through different channels. iStudy helps connect the channels that matter to your business, then configures how enquiries are captured, assigned, managed and followed up.
We configure pipelines, routing, notifications, bookings and follow-up workflows around the way your team handles enquiries.
iStudy brings customer management, communication, bookings, pipelines, follow-up and reporting into one connected system—then configures the modules around the way your business actually operates.
Keep customer details, notes, conversations and opportunities together in one organised record.
Bring connected customer communication into one place so your team can see activity and respond clearly.
See where every opportunity sits, who owns it and what should happen next.
Give customers a structured way to book while keeping availability and appointment activity organised.
Reduce repetitive manual work with configured workflows that help enquiries move to the next step.
Help keep missed calls from disappearing with a configured text response and clear next step.
Build a consistent process for requesting customer feedback after completed work or service.
Keep visibility across enquiries, bookings and pipeline activity while iStudy supports the system as requirements change.
Your setup can include pipeline stages, lead routing, booking logic, notifications, reminders and follow-up workflows based on your plan and business requirements.
iStudy keeps each stage connected so your team can respond faster, move opportunities forward and continue building customer relationships after the sale.
Bring website forms, calls, connected lead sources and customer enquiries into one clearer system.
Reply quickly, assign the right team member and keep the customer conversation connected.
Turn qualified enquiries into confirmed appointments with booking links and configured reminder workflows.
Track every opportunity, keep follow-up visible and help your team move each lead toward the next step.
Stay connected after the sale with feedback, follow-up and ongoing customer communication.
The exact journey, workflows and automation are configured around your iStudy Platform plan, connected services and business process.
iStudy builds practical workflows around real customer actions—helping your team respond, follow up and keep opportunities moving without relying on memory or repetitive manual tasks.
When a connected business number receives a missed call, a configured workflow can send an SMS response and help capture the enquiry.
New enquiries can trigger an acknowledgement, notify the right team member and enter the lead into a structured pipeline process.
Booking workflows can send confirmations and scheduled reminders before an appointment to keep customers and staff informed.
When a quote is waiting for a decision, iStudy can configure reminders, tasks or customer follow-up to keep the opportunity visible.
After a completed service, a configured workflow can invite the customer to provide feedback without relying on staff to remember.
Past customers can enter a scheduled re-engagement process based on timing, service history or other configured customer conditions.
iStudy can configure the first steps around your process so the customer receives acknowledgement, the right person knows about the enquiry and the next action stays visible.
iStudy is configured around how your business receives enquiries, manages customers, books work and follows up opportunities—so the platform supports your process rather than forcing a generic setup.
Keep enquiries, quotes, bookings and customer follow-up organised in one clearer workflow.
Build a clearer path from first enquiry through consultation, proposal, follow-up and ongoing client communication.
Manage vehicle enquiries, appointments and sales opportunities through a more structured customer process.
Here are some of the most common questions about setup, automation, communication usage and how iStudy supports your system over time.
No. iStudy provides the platform together with configuration, workflow setup and ongoing support. We help structure the system around how your business receives enquiries, manages opportunities, books customers and follows up.
No. iStudy can configure workflows around your business process, Platform plan and connected services. This can include lead acknowledgements, reminders, notifications, bookings and follow-up.
In many cases, yes. Your existing website can continue to be the customer-facing entry point while forms, bookings, enquiries and follow-up connect into iStudy where appropriate.
Depending on your setup, workflows can include new lead acknowledgements, missed-call text back, booking confirmations, appointment reminders, quote follow-up, internal notifications, review requests and customer re-engagement.
No. Feature access, automation depth, reporting, workflow complexity and support can vary between iStudy Platform plans. Your final configuration depends on the plan you choose and your business requirements.
Communication usage may be billed separately based on actual usage and the connected services used by your account. Your Platform subscription covers the system and service level defined in your selected plan.
Yes. Your iStudy setup can expand as your team, customer journey and automation requirements grow. Additional workflows, connected services and Platform capabilities can be added when needed.
Book a free 15-minute system review and we’ll look at how enquiries, conversations, bookings and follow-up currently move through your business— then identify where a more connected system could help.