Validation and agreed action
Employee output
The workflow checks the source and duplicates, then creates the agreed contact, deal or task, assigns an employee and records status.
Exceptions are handed to the responsible employee.
CRM & sales automation
Sales and CRM automation with checked records and ownership.
The workflow checks the source and duplicates, then creates the agreed contact, deal or task, assigns an employee and records status.
Quoted after API compatibility and permissions are confirmed.
Send what starts the task, the tools involved and the result your employee needs. We will clarify the boundaries, access and next step in writing.
Process illustrationInput task
An example of what your team could receive.
What you are ordering
The workflow checks the source and duplicates, then creates the agreed contact, deal or task, assigns an employee and records status.
- Defined input
- Validation and boundaries
- Agreed action
- Exception or employee handover
Example
CRM-ready enquiry
01Fictional input
A quotation request from the connected website channel for fictional customer Noor Trading: maintenance for two offices.
02System actions
- Match customer
- Assign owner
- Create next-action task
03Employee output
CRM-ready enquiry
- Customer record: Matched
- Responsible employee: Samira
- Follow-up date: 2 Oct
- Missing details: Access hours
The employee reviews missing information before any customer message is sent.
Press Play to see the steps.
Illustrative workflow. Scope and connected tools are agreed before development.
Scope
Delivery scope and boundaries
Included:
The workflow checks the source and duplicates, then creates the agreed contact, deal or task, assigns an employee and records status.
Separate:
Quoted after API compatibility and permissions are confirmed.
Process
A reviewable workflow
Define the input and owner.
Validate the source, required fields and permissions.
Prepare the agreed action or draft.
An employee confirms sensitive action.
An exception enters a visible queue or employee handover.
Process
How to order
Send a short written description.
We clarify scope and access.
We prepare an agreed proposal.
Paid work is delivered and accepted against the criteria.
Message us
Want this for your business? Let’s talk.
Project pricing
Individual quote for the first scope
Quoted after API compatibility and permissions are confirmed.
Questions & answers
Frequently asked questions
What is included in the quote?
The work, access, checks, acceptance criteria, external costs and support are listed separately.
Which connections are available?
We confirm only connections supported by actual API access and permissions within the agreed scope.
Is a call mandatory?
No. You can start with a written task description.
Show us where your sales follow-up stops
Tell us which CRM you use and what happens after a quotation is sent. We will identify the missing connection and estimate that work.