03 / Business automation

Sales & Lead Workflows

Leads arrive, but ownership and follow-up slip.

What we can build.

Capture and deduplicate inquiries, score against agreed criteria, assign an owner, draft proposals and follow-ups, and update the CRM.

What we would measure.

Time to an assigned first response, overdue follow-ups and qualified next steps. We agree definitions and record your starting point before the pilot. These are proposed measures, not promised results.

Keep the right decisions with people.

Your team approves proposals, pricing and customer commitments. Supported connections depend on your software subscriptions, API access and permissions; we verify these before committing to scope.

Choose the bottleneck before the technology.

Tell us about a recent example, how often it happens, who handles it and which tools you use. We check existing features and integration access, establish a baseline and scope one pilot. Implementation, subscriptions, model usage and support costs are identified separately.

Find your first workflow ↗