Back to solution areas
SOLUTION AREA / 03

Web & Lead Capture Infrastructure

Websites, forms, WhatsApp, calendars and CRM connections.

CONTROLLED FLOWREADY
DATA INPUTCONTROL LAYERVALIDATED OUTPUT
SYSTEM TYPE
Web and enquiry routing system
DECISION MODEL
Rule-based channel and owner assignment
DELIVERY
Corporate interface + working enquiry flow

Problem structure

Process, data and decision points are addressed together.

This solution combines a modern website that explains the organisation's services clearly with the infrastructure that guides visitors into the right contact and enquiry flow. Information received through forms, WhatsApp, calendars and other channels is recorded in a consistent structure. Enquiries can then be routed by service, location or owner and transferred to the CRM when needed. The website becomes more than a storefront: it records demand and makes the next action easier to manage.

System architecture

From input to auditable output.

01

Inputs

  • Web forms and contact records
  • WhatsApp and calendar enquiries
  • Service and location selections
02

Controls

  • Required-field and consent checks
  • Enquiry-type classification
  • Owner and channel routing
03

Outputs

  • Structured customer enquiry
  • CRM or tracking record
  • Measurable next action

Implementation method

From the first discussion to a working system.

01

Scope

Users, data sources, exceptions and the measure of success are documented.

02

Model

Business rules, decision points and human-approval steps are modelled.

03

Implementation

The system is built with real data; integrations, roles and access are completed.

04

Validation

Outputs are compared with the existing process and delivered with tests and documentation.

Scope assessment

How would this workflow operate in your business?

Let’s review the current data sources, users and decision steps, then define the appropriate scope and first validation step.

Discuss the scope