Lead sources and required fields
02
Sales pipeline
Every enquiry enters the pipeline with context and priority.
The system unifies forms and conversations, completes sales information and applies qualification rules so the team can focus on the right opportunities first.
Demonstration
First, watch it work.
This area will show the real experience: a person starts the enquiry, the system responds and completes a visible action such as booking, routing or recording the request.
WORKFLOW DE LEAD CAPTURE AND QUALIFICATIONHow an enquiry travels through the system
Flow simulation, not live executionCaptura MulticanalFormularios, Ads & Web
NormalizaciónLimpieza & Duplicados
Enriquecimiento IAScoring & Presupuesto
Reglas de ScoringCriterios ICP & Urgencia
Inyección CRMAsignación & Pipeline
Agenda AutomáticaDisparo de Citas
Alerta ComercialAviso Instantáneo Vendedor
PASO 1 · INGRESO MULTICANALCaptura Multicanal
Captura Centralizada de LeadsRecepción de contactos desde campañas de anuncios, web y mensajes.
- 1. Captura MulticanalFormularios, Ads & Web
- 2. NormalizaciónLimpieza & Duplicados
- 3. Enriquecimiento IAScoring & Presupuesto
- 4. Reglas de ScoringCriterios ICP & Urgencia
- 5. Inyección CRMAsignación & Pipeline
- 6. Agenda AutomáticaDisparo de Citas
- 7. Alerta ComercialAviso Instantáneo Vendedor
System
How it works from start to finish.
Available integrations
The agent works inside your tools.
The final combination is confirmed during discovery. These are common connections, not a promise of automatic compatibility.
FormsCRMEmailCalendarn8nDigital advertisingOpenAI GPT-4oAnthropic Claude 3.5WhatsApp BusinessGoogle WorkspaceMicrosoft 365HubSpotSalesforceSlackStripeShopifyNotionPipedriveAirtableTwilioJiraLinearMonday.comClickUpGitHubGitLabBitbucket
Digital advertisingn8nCalendarEmailCRMFormsMakeZapierMercadoPagoTypeformGmailOutlookSupabasePostgreSQLZoho CRMIntercomGoogle SheetsMS TeamsActiveCampaignMercadoLibreAsanaZendeskFreshdeskServiceNowSAPOracleDocuSignCalendlyDropboxTrello
Priority integrations for this solution
FormsCRMEmailCalendarn8nDigital advertising
Configuration
How it adapts to your operation.
The workflow is a foundation, not a closed product. During discovery we define these variables around your tools, permissions and way of working.
Fit, urgency and scoring criteria
Segments, territories and sales owners
Automatic actions and approval points
Outcome
What changes once the system is running.
The final scope is defined during discovery, but these outcomes guide the design of the solution.
Fewer lost or incomplete leads
Consistent prioritisation using real criteria
Follow-up triggered without manual tasks
Visibility into the source and status of each opportunity
Use cases
Where this system fits into a real operation.
Twelve common situations and the operating outcome a well-configured automation can deliver.
Use case · 1/12
Someone makes an enquiry while the team is unavailable. The assistant answers with approved information, collects the essential details and prepares the conversation for follow-up.
Contact
Book a 30-minute diagnosis.
30-MIN B2B DIAGNOSIS
Tell me which process you want to automate.
We review where work repeats, which tools are involved, and which part makes sense to automate first.
In 30 minutes we define:
- ✓Which process to tackle first
- ✓Which tools should be connected
- ✓Which metrics to use to measure if it works
AWSAzureGoogle CloudHubSpotSalesforceAnthropicOpenAIn8n
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orkelya.comEnterprise AI · B2B Diagnostic
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