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Product overview

Business orchestration that runs on your business context.

See how it works
Build
PlaybooksModel a process once — a team of agents runs it in parallel, end to end. IntegrationsPlugs into the store, helpdesk, and carrier tools you already use.
Orchestrate
BrainGive every agent one memory of your customers, policies, and past decisions. CockpitWatch every run live and sign the calls that matter.
Optimize
Simulation & A/B testingRehearse changes on real cases, then run two versions and keep the winner. InsightsSee what agents saved, what they refused, and where runs stall.
Scale
ChannelsMeet customers on text, email, voice, and chat — one process behind all of them. Trust & ReliabilityDeploy with an audit trail, autonomy limits, and a stop that lands.

Lead capture & routing

Logs every inquiry — calls, texts, web forms — into the CRM the moment it arrives, and pings the right salesperson with context. No lead sits unassigned in an inbox overnight.

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01 · Problem

The lead called at 4:50 PM
and entered the CRM on Thursday.

The scatter

Leads arrive in five places

A missed call, a web form, a text, an email, a 'someone asked in the store'. Each lives where it landed until someone collects them — manually, weekly.

The decay

Speed-to-lead is the whole game

A lead worked in five minutes is dramatically more likely to close than one worked in five hours. Yours wait for tomorrow's standup.

The roulette

Assignment by inbox proximity

Whoever happens to see the lead takes it — or nobody does. Territory, load and fit play no part; follow-through depends on mood.

The competitor answered in four minutes. Your CRM heard about it on Thursday.

02 · Solution

Every inquiry logged at once. The right rep pinged in seconds.

4:50 PM · Inquiry
SignalVoice
Inbound call: a contractor wants bulk pricing on forty units
Memory
  • New caller — not in the CRM, number captured
  • Intent: bulk order — 40 units, timeline two weeks
Customer· Voice

"I'm outfitting twelve rental units — do you do bulk pricing on the smart locks?"

Clarwiz· Voice

Answers, captures the need, quantity and timeline — and promises the right person, not a callback queue.

4:51 PM · Log + route
SignalHubSpot
Lead created with context — routed by territory and load
Memory
  • CRM record built: need, quantity, timeline, transcript linked
  • Routed: Dana — territory match, lightest pipeline this week
Clarwiz· HubSpot

Creates the contact and deal, scores it against your ICP, attaches the call summary.

Clarwiz· SMS

Pings Dana: bulk lead, twelve properties, wants pricing this week — record ready, caller expects 10 AM tomorrow.

10:00 AM · Handoff
SignalVoice
Dana calls — the customer never repeats themselves
Memory
  • Meeting kept — booked into Dana's calendar at capture
  • Context carried: Dana opens with the twelve properties, not 'how can I help?'
Clarwiz· Calendar

Booked the 10 AM into Dana's calendar at capture time — confirmed to the customer by text.

Outcome· Run record

Ten seconds to assigned; fifteen hours to a human conversation the customer didn't have to restart.

Friday · Review
SignalCockpit
The pipeline view: every lead, source, speed and owner
Memory
  • Speed-to-lead: 10s median across all sources this week
  • 2 leads stalled — assigned but untouched for 48h, escalated
Clarwiz· HubSpot

Flags the two untouched leads to their owners — then to you if they age another day.

You· One glance

Source, speed and conversion per rep — the Friday view says where deals actually come from.

Every inquiry above is logged at arrival — source, context and owner, before anyone asks.
03 · What changed

Same leads. Worked while warm.

MomentBefore ClarwizOn Clarwiz
CaptureFive inboxes, collected weekly.Logged at arrival, every source.
Speed to leadHours to days.Ten seconds to assigned.
AssignmentWhoever saw it first.Territory, load and fit — by rule.
Context'So, how can I help?'The rep opens knowing the deal.
Stalled leadsDie quietly in a pipeline column.Nudged at 48 hours, escalated at 72.
04 · Outcome
10s
from inquiry to a named owner in the CRM — any source, any hour.
0
leads waiting unassigned overnight. The inbox is no longer a queue.
2.7×
more first conversations inside 24 hours — same team, same lead flow.
Numbers from one pilot, counted to the unit. Your log will differ — that's why it's a log.
05 · FAQs
Does it answer the phone itself?
Yes, when nobody picks up — it takes the need, quantity and timeline conversationally, so the lead is captured even at 4:50 PM on a Friday. If a rep is free, it routes the live call instead.
How does routing decide who gets the lead?
Rules you set: territory, product line, deal size, current load, round-robin as the tiebreak. Every assignment is logged with its reason, so 'why did Dana get this?' always has an answer.
What stops leads from being logged twice?
Dedupe on phone and email before create — a returning caller updates the existing record and threads the history, rather than spawning a twin.
Will reps actually use it, or fight it?
Reps receive leads with context and a booked slot — the part of the job they like. What disappears is data entry: the record, transcript and follow-up task write themselves.
What do we need to integrate before a demo?
Nothing. The demo replays a week of your inbound read-only and shows capture, routing and speed-to-lead. Going live connects your CRM and phone — HubSpot, Twilio and about 3,000 others.

See this run on your own data.
Thirty minutes, nothing connected.

We take this process, connect nothing, and show you the run end to end on your real conversations and orders. When you're ready, go live at the autonomy level you choose.

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30 minutes · One process · SOC 1 · SOC 2 · ISO 27001 · PCI DSS · GDPR