Selply lead management
The CRM example in our portfolio shows customers, teams, statuses and outcomes. Available integrations are confirmed for each use case.
CRM integration and business workflow automation
Overview
Connect an incoming enquiry to its owner, status and next action. Not every automation is AI: clear rules and reliable integrations are often more important.
Who it is for
For businesses receiving enquiries from multiple sources and needing visibility over assignment and follow-up.
The problem it solves
Spreadsheets, chats and disconnected forms can leave enquiries unanswered. We establish what must be recorded, who can access it and how the status changes.
What is included
- Mapping of sources, statuses and ownership.
- Planning enquiry capture and routing.
- Integrations based on available interfaces and authorized access.
- Delivery, failure-handling and realistic workflow checks.
What we need from you
- A description of your current workflow and systems.
- Sample fields, assignment rules and team permissions.
- Integration access and consent, retention and data-protection requirements.
Process
How we work
- Map the workflow and identify where information is lost.
- Agree connections, fields and rules before implementation.
- Check successful and failed scenarios, then hand over the agreed workflow.
How we measure results
Review record completeness, successful delivery and traceable status changes. Contact time and eventual sales depend on accurate team activity and sales data.
Scope
Systems, interfaces, access rules and exception complexity determine the scope. We check platform capabilities before proposing a particular integration.
After you enquire
We discuss where enquiries originate and how they are handled. After checking technical options, we propose a specific workflow and realistic scope.
Portfolio
Examples of our work
Lead Router
A portfolio example of collecting and routing enquiries to a CRM or partners; connections depend on the systems involved.
Questions
Frequently asked questions
Must we replace our existing CRM?
Not necessarily. We start with the current workflow and assess whether the existing system supports the required connection.
Which parts use artificial intelligence?
Form connections, routing and status changes can run on explicit rules without AI. AI is considered only for a suitable, specific task.
What happens when delivery fails?
We agree how failures are detected and who responds. A missing record is not treated as a successful delivery.
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