CRM & Sales · Workflow

Inbound lead to qualified deal

A new enquiry from any channel is captured, checked, scored, assigned and worked until it converts into a deal.

Step by step

Each step is a governed Action: it is permission-checked, logged, and either reversible or compensated.

1
An enquiry arrives from a form, WhatsApp, ad lead form, chat, call, API or import and creates a lead with attribution and a consent link.
2
Dedupe checks link it to an existing contact or flag a duplicate candidate.
3
The lead is scored and enriched; below threshold it goes to a Marketing nurture journey.
4
Above threshold it is assigned to a human or the AI SDR with an SLA timer.
5
The first touch is drafted or sent according to autonomy level and consent, on the channel the lead used.
6
If qualified, a meeting is booked and the lead converts into a contact, company and deal in the first open stage.

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