Services / CRM lead routing

Every enquiry. A clear next action.

Capture requests, recognize existing contacts and route the right opportunity with an inspectable decision.

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Inspect an independent case, its inputs and its limits before discussing your own workflow.

Independent demonstrationEvidence preview
General enquiryContact only

No deal without an explicit quote request

Returning buyerNew opportunity

Existing contact, distinct request identity

Repeated messageDuplicate

No second opportunity

Inspect inputs and decisions Open case →
The operating problem

A contact, a new enquiry and a sales opportunity need different treatment. Repeated messages should not create duplicate deals.

What a pilot delivers
  1. An input schema and contact-recognition rules agreed for one channel.
  2. A routing matrix that distinguishes contact-only updates from opportunities.
  3. A reviewable record of the routing decision and destination result.
Acceptance, agreed upfront

Test the difficult paths.

  • Recognize a repeat event without creating another opportunity.
  • Keep a general enquiry as a contact-only update.
  • Show the reason and missing information behind each route.
Case study

B2B enquiry qualification and contact review

Synthetic equipment enquiries distinguish a new contact, an existing contact with a new request, a repeat event and a general question.

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A bounded first engagement

Start with one clear outcome.

One channel, one CRM data model and a signed-off routing matrix. Channels, custom fields, languages and real reply behaviour are separate scope decisions.

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