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the control center
crm & workflow operations
capture, prioritize, and follow up requests with clear ownership
the 'control center' structures your incoming inquiry process. i connect CRM, communication, and task logic so responsibilities are clear and each step is traceable.
requests lost
minprocess response time
%traceable workflow history
modules included
- CRM setup with pipeline and status logic
- automated task and owner assignment via n8n/make
- instant notifications to responsible team members
- follow-up rules and templates for consistent communication
- full step documentation for handoffs and coverage
- privacy-friendly automation architecture
symptoms & diagnosis
- requests come from multiple channels and are handled inconsistently
- teams still work in spreadsheets instead of a central CRM
- callbacks and offers are followed up too late
- ownership and process visibility are unclear
expected outcomes
- every contact is clearly traceable inside CRM
- faster response time through clear ownership
- less manual routine with the same team size
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