Intake & routing
Inquiries, leads, tickets or orders arrive across several channels and get stuck, misrouted, or left without a clear next step. We bundle intake into one path, route by rules, and assign an owner plus a deadline.
- Form, email and call note into one intake
- Routing by topic, location or team
- Owner assignment + SLA with escalation
- Required fields & duplicate check before approval
- Clear status stages, visible to everyone
- Auto follow-up for missing details