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✳ CRM AUTOMATION

Sales intake routing.

A connected intake workflow that organizes enquiries and routes them to the right sales owner.

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Generated visualization: Enquiry channels, a duplicate-check gate, and sales-owner routingPROJECT VISUALIZATION

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Inside the project

A focused brief on features, workflow, and business objectives.

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Intake automationCRM integrationRouting rules

Project focus

A connected intake workflow that organizes enquiries and routes them to the right sales owner.

  • Multi-channel intake
  • Duplicate checks
  • Suggested enquiry summaries
  • Assigned-owner notifications

Business objectives

  • Sales staff could receive a consistent enquiry record.
  • Potential duplicates could be reviewed before CRM creation.
  • Routing exceptions could stay visible rather than disappearing in an inbox.

Detailed delivery stories and measured results will be added when available.

Workflow at a glance

Give incoming enquiries a clear next owner without losing their original context.

  1. 01Collect the enquiry
  2. 02Check duplicates
  3. 03Summarize the request
  4. 04Assign the next owner

WORKFLOW DETAIL

A closer look at the workspace.

A simplified interface visualization of the project’s focus. The original application’s screens are not published.

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