What this is
Your CRM stays the source of truth. We add scoring, summaries and suggested follow-ups on the lead — not a separate AI tool nobody logs into.
What you get
- Lead scoring and smarter routing
- Call and ticket notes on the same record
- A suggested next step for sales
- Human approval before any outbound message
How we work
We start with one workflow, usually new enquiries. The model writes onto the same card as phone and WhatsApp. Staff stay in charge of anything that reaches a customer.