Scriptera31 scenarios


3A landing-page lead — into CRM, a task and chat at once

3A task and an alert on every deal move in your CRM

4Lead scoring and routing: hot leads straight to sales

3Inbound leads scored, with alerts and draft replies for the hot ones

4New-lead handling: CRM entry, team alert and reminder

4Compare each proposal against your winners and find the gaps

4Client onboarding from a single form: folder, contact, channel, tasks

4High-value lead alerts — to chat, sheet and calendar

3Scoring and routing leads from form submissions

2Business card into your address book with one photo

3Hiring spikes at your accounts — straight to team chat

5Capture and route leads from every channel

4Morning briefs for your meetings — who and where from

4Client renewal reminders — ahead of time

3Enrich leads and get alerts on strong ones

3Re-engage stalled leads with a ready-made email

6Client onboarding from a questionnaire: project, tasks, channel, email, CRM

3Score event RSVPs and route them to sales

4Alerts for customers losing interest: to the rep, into a task, and by email

3Website leads — enrichment, scoring and routing to CRM

3Website lead scoring — a task for the rep only on the strong ones

4Automatic follow-ups for prospects who went quiet

4Re-engaging quiet clients — weekly, without manual tracking

3Incoming lead sorting and routing — automatically

5A pre-meeting brief: last notes, open tickets, recent changes

5Auto-booking demos for high-intent leads

4Lead verification, enrichment and sorting — automatically

2Company lists loaded into your CRM: no duplicates, enriched, approved

4Sort email leads and file them into the CRM — by importance

3Adding and enriching CRM leads without duplicates

2A client quote right from your chat — describe the order in words