Lead and CRM automation
From enquiry to a task for your team
Connect forms, messengers and your CRM into a clear process. Rules handle routine operations; AI helps interpret the request.
When it helps
Enquiries arrive through different channels. Staff copy contacts manually and sometimes miss the next follow-up.
Service business: website form → phone validation → CRM record → task assigned to the right person → status tracking.
What we can configure
- Creating contacts and deals in your CRM
- Checking required fields and identifying duplicates
- Classifying the enquiry
- Assigning an owner and next action
- Error logging and retry handling
What we need from you
Your enquiry channels, CRM, example requests and assignment rules. We check integration options against your system’s API and access permissions.
Boundaries and oversight
We first test the workflow with sample data. Sending offers, changing orders and other significant actions follow agreed rules.
Start with one working workflow
We agree on scope, timing and acceptance criteria during the consultation. The estimate separates implementation, support and external service usage.
What takes up
your team’s time?
Tell us how the process works today. We will suggest a first automation workflow and explain what is needed to launch it.
- +7 705 662 22 99
- Almaty, Akbulak, 16/1 Shormanov Street