Synqentra AI services
CRM Integration and Sales Automation
Connect your website forms, shared inbox, and CRM so new enquiries reach the right owner and follow-ups are visible to the team.
Example workflow
When a website enquiry arrives, check for an existing contact, add the enquiry to the CRM, and assign it based on territory or service. Route incomplete records to an owner for review.
What a project can include
- Field mapping and duplicate handling
- Lead assignment and follow-up rules
- Test cases for retries and missing contact details
How to measure the result
Track time to assign an enquiry, duplicate records, and follow-up tasks completed on time.
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