Scenario / 01
New lead
The request is validated, enriched with source, categorized, and assigned a task.
1Lead2Check3Category4Task
Commercial processes Sales teams with inbound leads from site, Telegram, email, and ads
Every lead gets a deal, context, and a next task
We map the path from first contact to the next required action: the system moves data; the manager joins the substantive conversation.
01Lead
02Qualify
03Deal
04Task
OutputLead in progress
The manager joins with a filled card and a next action.
Practical outcome
Every lead gets a card, status, and mandatory task; the manager sees captured context
Problem
Contacts are typed into CRM by hand, qualification is inconsistent, and the next action is forgotten
Primary route
lead → qualification → CRM deal → manager task
Engagement trigger
Signs of a manual funnel
Ads bring requests, but speed and completeness depend on the individual manager
- 01Leads arrive across different channels
- 02Managers copy contacts and comments by hand
- 03The next action is not recorded
- 04Repeat contacts ignore prior context
Working scenarios
Routes from lead to action
Demonstration routes, not client results. Exact logic depends on your rules, data, and systems.
Scenario / 02
Proposal prep
The system gathers confirmed parameters and drafts a proposal the manager reviews.
1Params2Data3Draft4Review
Scenario / 03
No reply
A rule creates a reminder or agreed touch; the outcome returns to the process.
1Pause2Rule3Touch4Status
A good fit for
Where sales lose leads
Sales teams with inbound leads from site, Telegram, email, and ads
Lead qualification
Capture source data, check required fields, and set the next step before the manager contacts.
Action control
Tasks, reminders, delay alerts, and result logging at each stage.
Follow-ups
Agreed messages and tasks triggered by events, not random manual picks.
How we launch
From a real process to a working loop
Tools are chosen after we verify inputs, exceptions, and the success criterion.
- 01
We map the funnel
Sources, required data, stages, and real stop causes.
- 02
We define rules
Owners, SLAs, transition conditions, and exceptions per stage.
- 03
We connect channels
Forms, Telegram, email, payments, and the lead tracking system.
- 04
We automate actions
Tasks, documents, notifications, and checks on process events.
- 05
We add observability
Unhandled leads, delays, and reasons for manual intervention.
Solution scope
What the sales team receives
- Lead journey map
- Qualification rules
- Channel integrations
- Automatic tasks and alerts
- Delay and exception control
Data and systems in the loopWebsite formsTelegramCRM as part of the loopEmailYooKassaREST API
Fit / boundaries
What must not go unchecked
Automation does not replace negotiation or fix contradictory sales rules
01Automation cannot fix an undescribed process or contradictory rules
02Negotiation content and high-stakes decisions stay with the manager
03Messages launch only on agreed grounds and scenarios
Do we need to change our lead tracking system?+
Not necessarily. We review its API and limits first, then automate around the current process or propose minimal changes.
Can site and Telegram leads be unified?+
Yes. Each channel keeps its source, while data maps to one structure and handling rules.
Can the system qualify leads?+
It can collect facts and apply formal rules. Subjective or high-stakes judgments should stay with the manager.
Can proposals be automated?+
We can draft from validated parameters and templates, leaving final review to a human.
How do we measure results?+
Time to first action, share of leads without a next step, loss causes, and volume of manual copying.
First step
Map lead handling
We'll map inputs, exceptions, and constraints. You leave with a priority scenario and a next step — no obligation to start a project.
Map lead handlingService: Sales