← All projects

GITEX AI CRM System

An event lead capture and CRM workflow design with qualification, routing and human review.

GITEX lead capture and CRM project illustration
Project illustration

The challenge

Event leads arrive quickly and vary in completeness. Notes, contact details and follow-up ownership need a clear route into a CRM.

The approach

The design structures incoming leads, applies bounded qualification rules and routes follow-up tasks to responsible people. Model-assisted steps require validation before they affect customer communication.