Start from the problem you want to solve
Each solution follows one working process from the first trigger to the business outcome: who acts, what passes between them and which products take part. Every connection carries its evidence status in words.
Solution or starting option?
A solution is your working process
It follows one job from trigger to outcome across the people and products involved, so you can see where hand-offs happen and what each step needs.
A starting option is what you begin with
It names the products at the centre of a job, what they require and what can be added. Packaging is agreed per deployment after a tailored demo.
Compare starting optionsNeither means every product already exchanges data with the others, and nobody needs all fourteen. Each connection carries its own status.
Six working processes
Pick the one closest to the problem your team has today. Each page shows who acts, what passes between them, what it requires and what is demonstrated, configured or planned.
Enquiries into owned opportunities
Every enquiry becomes an opportunity with an owner and a next step
Keep the enquiry source, the customer's context and the next sales action together, so follow-up has an owner instead of depending on who saw the message first.
Built on
Can add
- iConnect InboxControlled rollout
Field visits into informed follow-up
Every visit ends in a recorded outcome and a clear next action
Carry what happened at the customer's site into the customer record and the manager's view, with less repeated reporting and fewer calls chasing updates.
Built on
See the workflow: Field visits into informed follow-upCustomer service with context
Every customer conversation has an owner, the right context and a reviewed answer
Give the agent conversation ownership, the customer's record and a draft from approved knowledge to review, so routine answers take less searching and nothing is sent without a person.
Built on
- iConnect InboxControlled rollout
- iSupport AIControlled rollout
- CRMControlled rollout
Can add
See the workflow: Customer service with contextResearch into coordinated growth
Research, nurturing and sales work from the same prospects, with a clear owner at each step
Reduce repeated preparation and clarify responsibility between research, permitted nurturing and sales, routed through the shared customer record.
Built on
Can add
- Growth EngineRoadmap
- iSEO & OutreachRoadmap
Cross-department performance improvement
See where work waits between departments, act on it and measure what changes
Investigate where recorded work waits, agree an improvement action with a responsible owner and measure whether the delay falls.
Built on
Can add
- iFieldControlled beta
Client review into clear approval
Keep every client decision with the right version and make the next action clear
Clients review the exact version you shared, their decision is recorded in one place, and your team can see the next action and who owns it.
Built on
Can add
- CRMControlled rollout