SBU

CodeLeap automated the full sales cycle for a client in the UK energy sector — from first lead to signed contract — and lifted their lead-generation capacity fivefold in three months.

SBU — Sales automation case study SBU

Our client sells energy contracts to UK businesses, a market where the deal usually goes to whoever quotes first and follows up hardest. Their team was doing that by hand — copying leads between tools, writing every quote from scratch, chasing signatures over email — and it capped how many deals they could run at once. We automated the whole cycle inside the tools they already used.

What we built

  • Lead capture automation

    Enquiries from every channel are captured, deduplicated and pushed straight into the pipeline, so nothing sits in an inbox waiting to be typed up.

  • Quote generation

    Quotes are generated from live pricing and the customer’s details in seconds, replacing a manual, error-prone spreadsheet step.

  • CRM integration

    Everything writes back to the CRM the team already lives in — no new system to learn, no double entry, one source of truth on every deal.

  • Contract workflow

    Signed contracts move themselves through review and into fulfilment, with each stage triggered automatically as the one before it completes.

Why this matters to you:

Within three months the team was generating five times the qualified leads it had handled before, without adding headcount — because the busywork between “interested” and “signed” now runs itself.

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