Six capabilities. Built on your stack. Governed from day one.
Operational drag does not live in one tool. It lives in the gaps between tools. So we do not sell you another platform. We build a system across the platforms you already run, and we make it behave.
From intake to insights.
1. Capture and Intake
We unify intake across forms, chat, phone, and email, normalize the data, and write clean records into your CRM. Bad intake makes every downstream step a guess. We end the guessing.
Metric: percent of records complete and valid on first write. Target [X].
2. Qualification and Scoring
Rule plus model scoring that routes and prioritizes on your real fit and risk criteria, with a logged reason for every decision. This replaces gut feel routing with a system you can improve.
Metric: qualification cycle time and routing accuracy. Baseline [X], target [X].
3. Workflow Automation
Make.com scenario templates with routers, retries, and dead letter handling. The deterministic core that turns someone usually remembers to do this into the system does this every time.
Metric: manual touches removed per workflow run. Target [X].
4. Documents and Compliance
Controlled retrieval over your own content, permission gates, requirement lists by stage, automatic reminders, and progression blocked until the file is in. Doc chase is where deals die. We end it.
Metric: time to document completeness. Baseline [X], target [X].
5. Sales Enablement
Outbound templates, account based enrichment, and CRM sync. The work that fills the pipeline, made repeatable and measurable.
Metric: reply rate and meetings booked per sequence. Target [X].
6. Insights and Optimization
Cost audits, analytics, dashboards, and ROI reporting. If you cannot measure it, you cannot defend the budget to expand it.
Metric: cost per automated event and verified ROI. Target [X].
Vertical aware workflows, not a templated fantasy.
Each vertical runs the same mechanism. Agents, automation, governance, with the metric defined before the build starts.
- Fintech. Lead routing by partner rules, underwriting document systems, compliance gates, onboarding and boarding. Proof: PayDiverse.
- Healthcare. Patient and referral capture, intake normalization, document and compliance workflows. Proof: AdaMatters.
- Legal. Speed to lead, missed call recovery, consult booking, case fit qualification, attorney handoff with context. Proof: Law Office of Aaron Resnick.
- Hospitality. Inbound capture, booking and reminder flows, sales enablement across channels. Proof: CasaCaponera.
- Real Estate. Lead capture and routing, transaction document tracking, follow up sequences, pipeline visibility.
- ADA. Accessible intake, compliant communication flows, documentation and audit trails built for accountability.
Find your highest ROI workflow in two weeks.
Start with a fixed fee Diagnostic. Walk away with a prioritized scenario list, an ROI estimate, and a governed plan.