ILLUSTRATIVE EXAMPLE · NOT A CLIENT PROJECT
An enquiry with a clear next step
For example, an approved website form could create a CRM draft, categorise the enquiry and notify the assigned agency contact. A person would review the record before any client-facing response. This is an illustrative scope, subject to tool compatibility and access approval.
- Approved form
- Draft CRM record
- Internal notification
- Human review
The care plan starts with one workflow: one trigger, up to five actions and two supported apps. One-time setup and monthly care are separate; complex integrations need a custom quote.
