ENQUIRY-TO-CRM IMPLEMENTATION

Your next enquiry belongs in your CRM.

Connect one enquiry source to the CRM your team already uses. We scope the handoff, map the right fields, check duplicates and make failed deliveries visible.

Outcome-firstWe define the business result before the workflow.
Written-firstNo call required to start.
Verify & recoverExternal effects, ambiguous states and recovery are explicit.
Proof over claimsSynthetic demos stay synthetic; client proof requires permission.

One operating problem. One controlled path.

We do not begin with a tool. We begin with the business outcome, the systems involved, the failure modes and the evidence that will count as a successful delivery.

Control model

Interpret with AI where it helps. Keep consequential actions deterministic.

AI can classify, extract and draft. Software should still enforce permissions, required fields, duplicate protection, approval thresholds and safe recovery.

Read the architecture note →
01 · INPUTForms, email, CRM, APIs, documents
02 · INTERPRETExtraction, classification, summarisation
03 · VALIDATESchema, permissions, source of truth
04 · APPROVEHuman gate where consequences require it
05 · ACTAPI write, task, record, notification
06 · VERIFYReceipt, reconciliation, monitoring
Persistent state · idempotency · audit evidence · bounded retries · explicit UNKNOWN state

Proof density beats AI theatre.

We would rather show how a system behaves under duplicate delivery, ambiguous writes and failure than decorate the site with invented customer logos.

SYNTHETIC · SOURCE + TESTS AVAILABLE

Business Outcome Verification: Webhook Replay Lab

See how duplicate delivery, a lost API acknowledgement, an uncertain write and a changed payload behave under a naive retry versus a controlled decision path.

Duplicate deliveryDid one business event create one action?
Lost acknowledgementCan the system reconcile before retrying?
Unknown outcomeCan it stop for review instead of guessing?
Changed payloadDoes the same key reject conflicting content?
Controlled Quote Prototype →See a second synthetic example: structured extraction, catalogue validation and human review without pretending to be client work.

How a project starts.

The first objective is not to sell the largest possible build. It is to reduce uncertainty enough to define a result that can actually be accepted, verified and paid for.

01

Written brief

One process, intended result, current problem, systems and timing. No credentials needed.

02

Feasibility

Identify missing facts, permissions, provider limits and whether a diagnostic is needed.

03

Scope & acceptance

Agree deliverables, exclusions, dependencies, price and evidence before payment.

04

Build, test, hand over

Use authorized test data, verify failure paths and document operation before release.

Commercial clarity is part of engineering.

Unknown technical dependencies should not be hidden inside a fixed-price promise.

What we will define

  • The business outcome and system boundary.
  • Required access and permissions.
  • Acceptance tests and failure cases.
  • Third-party subscriptions and who pays them.
  • Handover, maintenance and production responsibilities.

What we will not pretend

  • That every provider exposes the API we want.
  • That a synthetic demo is a customer result.
  • That a green workflow execution proves the business action happened correctly.
  • That compliance approval exists before it is actually established.
  • That an inquiry automatically means we should take the project.
Written-first discovery

Show us one process that cannot afford to fail silently.

Describe what should happen, what happens instead, why the failure matters and which systems are involved. We will assess fit and missing evidence before proposing paid work.

No call, subscription or purchase is created by opening or submitting the form.