Product · Agentic Apps
CRM Automation
Every handoff is a contract, not a courtesy.
- Built for
- Inside sales, account executives and presales teams
- Modules
- 6
- Stack
- 3
- Governed Lead Handoffs
- BANT & MEDDIC Qualification Gates
- SLA Policy Engine
- Proposal Quality Review
- Tiered Pricing Sign-off
- Escalation & Audit Trail
- PostgreSQL
- SLA Automation
- Audit Logging
CRM Automation is a governed lead-to-revenue system for organisations that sell through a real funnel: inside sales qualifies, sales closes, presales proves. Most CRMs record what happened; this one enforces what has to happen at the point where deals actually leak, the handoff between one team and the next. A Sales Accepted Lead submission is refused unless discovery notes, BANT-lite qualification, a fit and intent score and a suggested account executive are all present, and the receiving side has a clock running to accept or reject with a reason code. The same discipline runs the length of the funnel: opportunities cannot pass Sales Qualified Lead without MEDDIC and SPICED evidence, proposals go through an evidence-backed quality review, and pricing above threshold needs two levels of sign-off. Seven SLA policies watch every boundary, each bound to a domain event with a warn threshold, an audit trail and an escalation path.
- Every team handoff is a server-side contract, not a courtesy
- Seven seeded SLA policies, each with a warn threshold and escalation path
- Sales Accepted Lead and Sales Qualified Lead gates enforce real qualification evidence
- Two-level sign-off on pricing above a configurable threshold
- Every gate is audited, every rejection needs a reason code
- Glossary built in for a domain dense with sales acronyms