Live system · oursProfessional servicesAI automation
The CRM our own team runs
Problem
Enquiries arrived through several forms and inboxes. Follow-up depended on someone remembering, and proposals lived apart from the lead.
What was built
An intake API receives every website form. The CRM checks for a duplicate email, assigns the lead, logs the activity and can turn a proposal into an agreement signed in the same system.
Workflow
- Website form reaches the intake API
- Duplicate check by email
- Assignment to an agent
- Follow-up and activity stay on the lead
- Proposal can become an agreement signed in the system
Stack
- Python (FastAPI)
- SQLite
- nginx
- Resend email
- Telnyx voice and SMS
What you can see
| Response | A person replies within one business day. |
|---|---|
| Channels | Website form reaches the intake API, Duplicate check by email, Assignment to an agent |
| Integrations | Python (FastAPI), SQLite, nginx, Resend email, Telnyx voice and SMS |
- TriggerWaiting for you to choose.
- CRM entryA lead record is created and matched by email.
- Reply draftedAn SMS or email is drafted for a person to approve.
- Task createdThe right person gets a task with the summary.
- Follow-up scheduledThe next touch is put on the calendar.
Pick a trigger. Each step waits about a second, the way a real run feels.
Related
- Team phone and SMS stack Live system · ours
- Initial Docs, our signing tool Live system · ours
- This website, wired into the CRM Live system · ours
Questions
What does this system do?
Forms, calls and texts land on one record. A person replies within one business day.
What should I do next?
Book an automation call. A website starts with a free preview. Other work is quoted in writing.
Can I try it here?
Yes. The demo on this page runs in your browser.