Multi-source capture from website, referral, campaign, event and manual entry with full source attribution
WORKSPACE CONCEPT
Lead Capture & Enrichment
A lead arrives and four agents get to work before anyone opens it ; researched, summarised, scored and routed.
Lead Capture & Enrichment
4Example roles
4Connected workspaces
A QUESTION THIS WORKSPACE CAN SUPPORT
“How many leads came in this month and from where?”
AUTHORITY IN CONTEXT
The right scope
for each person.
| Example role | Scope |
|---|---|
| Sales rep | Leads assigned to them |
| Sales manager | All leads, routing rules and score distribution |
| Marketing head | Source performance and conversion by channel |
| Director | Lead volume, quality and cost by source |
QUESTIONS THAT MOVE WORK
Ask in the language
of your operation.
How many leads came in this month and from where?
Show me every lead scoring above 80 that nobody has called.
Which source converts best?
These are example questions. A connected deployment uses your records, permitted models and access rules.
WHAT TO SCOPE
Give the workspace
a clear job to do.
Select the capabilities your SOP needs. Availability, integrations and the boundary between preparation and execution are confirmed during scoping.
Website Analyzer agent crawls the lead company and extracts business model, tech signals and market positioning
Summary agent condenses everything known into a two-paragraph brief written for a salesperson, not a database
Data sorting agent assigns the right rep by territory and expertise, tags the vertical and prioritises the queue
The full four-agent chain runs in minutes, eliminating fifteen to thirty minutes of manual research per lead
CANDIDATE CONNECTIONS
The tools you use.
The context they hold.
Confirm the records to read, the actions to permit and the systems that remain the source of truth.
UBIQ CRMWebsite formsSalesforceCardScan ProLinkedInGoogle Sheets
Illustrative integration options from the DaffyOS catalogue. Compatibility and credentials are checked for your environment.
Explore deployment boundariesIN YOUR INDUSTRY
A familiar workspace.
A different operating context.
START WITH ONE WORKFLOW
One SOP today.
A more connected company tomorrow.
Bring us the process, the people and the exceptions. We’ll map the first proof of value.