Growth
A governed growth engine: score opportunities, handle prospects, and intake leads — with consent and Do-Not-Contact enforced at every step.
Opportunity Engine
Opportunities are scored across 11 dimensions with 3 confidence levels and 5 classes: BUILD, BUY, MODERNIZE, PARTNER, IGNORE. The pipeline is honest — empty states are shown as empty.
Prospect Handling
Inbound replies are classified by the Prospect Reply Handler agent — sentiment, urgency, intent, and recommended next action — then routed to the right owner.
Lead Intake
Website leads flow through OmniCore Intake into the customer record and the canonical Chatwoot inbox. No second CRM, no duplicated inboxes.
Consent & DNC
A first-class Do-Not-Contact register and consent tracking are checked on every outbound request. We never auto-contact a form submitter unless permitted.
The lead journey
1. Website form
A visitor submits the contact form with name, email, and message.
2. OmniCore Intake
The gateway validates the submission (server-side), rate-limits per IP, and creates a PROSPECT customer record with a timeline event.
3. Chatwoot inbox
The lead is mirrored into the canonical inbox as a conversation, so the team sees it in the same place as every other channel.
4. Qualification
Growth and Research qualify the lead against the opportunity model. No outbound contact happens without consent or approval.