Get broker leads into your CRM, then follow up automatically

Bojo Media connects your lead sources, CRM and booking tools so new enquiries are captured, organised and followed up consistently.

How we work

How we usually work with brokers

Step 1
Lead Pipeline Review

We map your current lead sources, tools and follow-up process, then identify where leads are being lost, delayed or handled manually.

Step 2
Pipeline Setup Project

We connect your lead sources to your CRM, inbox, calendar or spreadsheet so new enquiries are captured cleanly.

Step 3
Follow-Up Automation Plan

We build and maintain follow-up flows so new, missed, quiet and old leads are chased consistently.

Also available

Need leads too?

Bojo Media has experience generating financial services leads, including life insurance and home insurance. If you need leads as well as a better follow-up process, start on the lead generation page.

View lead generation services

Book a lead pipeline review

We'll map your current lead sources, where they go, and where the process is manual or inconsistent — then show what to automate first.

Frequently asked questions