Hover any layer to preview. Click to open its detail.
Six layers. Universal foundation. Each layer is bespoke — orchestrated to your stack, your ICP, your team's actual workflows.
Capture
A single source-of-truth ingress for every signal: web forms, ad platforms, referrals, missed calls, inbound DMs, partner APIs. Normalized, deduped, timestamped, and routed in real time.
Qualify
Captured leads can be enriched and scored against your custom ICP against a response-time target agreed for the implementation. Routing is explicit: qualified leads can page a human or an approved AI agent; other leads can enter an appropriate nurture path.
Engage
Speed-to-lead targets are configured by channel and operating constraint. An approved AI voice agent can handle missed-call paths; SMS, email, and WhatsApp can converge on a shared record, with relevant context available at human handoff.
Convert
Every conversion step is automated and observed. Booked call → reminder cadence → contract generation → ESign → invoice → payment. Stage progression is automatic; drop-offs trigger immediate follow-up — by AI or human, depending on stage.
Retain
The retention engine treats your CRM as a living asset. Dormant leads receive value-led nurture. Past clients are re-engaged on a quarterly cadence. Behavioural signals — not a salesperson's memory — trigger upsell and renewal.
Intelligence
One dashboard. Every metric that matters. Source-level CAC, channel ROAS, response-time SLAs, pipeline velocity, revenue attribution. Anomalies and stalls trigger alerts before they cost money.
What's universal. What's yours.
Universal
- Six-layer architecture (Capture → Intelligence)
- Founder-grade dashboard + alerting
- Measurable response-time targets
- Single-source-of-truth lead intake
- Pipeline progression automation
- Behavioural retention engine
Bespoke
- ICP scoring rubric — your customer, not a generic one
- Tool orchestration — your existing stack, augmented
- Voice + tone of every AI agent — your brand
- Routing rules — your team's actual structure
- Dashboards — the metrics you wake up thinking about
- Retention cadence — your customer's real lifecycle