Business operations · CRM & workflow automation
Stop copying details from one system into another.
Turn form submissions and emails into clean records and assigned tasks.
The problem it solves
New requests arrive by form, email, and phone. Someone has to retype them into the CRM and remember to assign the next step.
- Agencies
- Recruiters
- Sales teams
What it does
- Mapped fields between your forms and CRM
- Assignment and routing rules
- Duplicate checks before records are created
- Error alerts with retained input
Example workflow
- IntakeForm submission
- ProcessingCreate record
- ReviewApply rules
- OutputAssigned task
Try it
Sample form submission
Name: Priya Shah · Company: Northline Logistics · Need: warehouse hiring · Source: website
- Form submission received
- Contact and company record created
- Routing rule: logistics → Team B
- Follow-up task assigned to Marco
Run the demo to see the work product.
What we'll need from you
- Read and write access to the tools involved (CRM, spreadsheets, inbox, or similar)
- A walkthrough of how the work is done today, including exceptions
- Someone on your team who can approve changes during testing
Pricing
Standard package
Indicative- Setup
- From $1,000
- Monthly
- From $300
The starting price covers the standard package. Larger deployments with multiple locations, higher usage, additional integrations, or connected business systems are quoted individually.
Advanced / Enterprise: Advanced CRM integrations
Multiple CRMs, custom objects, two-way sync, or connected business systems.
Custom pricing based on your business model, company size, and requirements.
Discuss your requirementsAll prices in USD, indicative and subject to review. Usage, third-party licenses, and advertising spend are additional unless your proposal includes them.