Turn a website inquiry into an assigned CRM record with a next step.
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EVERY OPEN CONVERSATION, OWNED.
Know who owns the next step on every open conversation.
Website inquiries, approved leads, and replies become records assigned to a person, with stage definitions your team actually uses. Overdue follow-ups and unanswered inquiries are visible in one view instead of buried in inboxes.
JINNX AUTOMATION / 10
CRM pipeline automation
Sales and service teams managing prospects across forms, email, and a CRM.
Scoped around your workflow
Built with a clear handoff
THE PROBLEM WORTH SOLVING
Less friction.
More useful work.
Good opportunities disappear when details live in inboxes, reminders live in someone’s head, and nobody can say who owns the next step.
THE INTENDED OUTCOME
A cleaner pipeline, consistent follow-up, and less time piecing together the last conversation.
WHAT WE CAN BUILD TOGETHER
01
A short list of stages with a plain definition of what moves a record forward
02
Routing from forms, email, and approved lead lists into assigned records
03
An owner and a due next action on every open record
04
A shared view of what is waiting on you, overdue, or stalled
PUT IT INTO PRACTICE
What that looks like
in a working day.
Flag conversations with no reply in three days.
Keep notes, drafts, and outcomes attached to the person, not the mailbox.
We connect to the CRM you choose through its supported API; field mapping, permissions, and data quality are confirmed before anything syncs.
A CLEAR PATH TO DELIVERY
01
Understand
Map the job, the people, and the existing tools.
02
Define
Agree on the scope, access, and success criteria.
03
Build
Work in visible steps with review checkpoints.
04
Handoff
Launch, document, and support the transition.
LET’S FIND YOUR NEXT STEP
Bring the challenge.
We’ll help shape the solution.
Tell us what your team is trying to do, where the current process breaks down, and what a better result would look like.