Every lead answered, every task owned.

New leads get a reply, and every follow-up lands with someone on your team. Nothing slips through on a busy day.

A woman checks a tablet in a warehouse lined with shelves of bins.
Order statusAnswered from the systemIn pilotSample data

The five requests it handles first

On our own service desk, 14 of 196 customer requests between 28/9 and 23/10/2026 were new leads and 5 were data reports.

  1. A new lead from the website or a form
  2. Who is this customer and what did we promise?
  3. Add a note after the call
  4. Move the deal to the next stage
  5. Send me last week’s report

Actions, risk and default mode

These are the defaults. You change each one. Money and irreversible actions never run on auto.

Sample data, not a real customer.

  • Find a contactRead

  • Add a note to a contactReversible

  • Move a deal to the next stageReversible

  • Delete a contactIrreversible

One conversation, start to finish

Sample conversation, not a real customer.

  1. In your portal

    New form entry: “We need a quote for 12 seats.”

  2. Delvra

    Hi Avi, thanks for writing. How many people would use it, and from when?

  3. Customer

    Twelve, from next month.

  4. Delvra

    Thanks. I passed this to Daniel, who prepares quotes. He will call you tomorrow morning.

  5. In your portal

    Task created for Daniel. Moving the deal to “Quote” waits for approval.

Systems it uses

Limits today

  • We start with one workflow, not every process
  • Fireberry, monday, HubSpot and Pipedrive are planned
  • Bulk changes are proposed, never run silently

Start with one workflow. We set it up and run it with you.

Tell us which messages eat your team’s day. In 30 minutes you will see it running on a demo store, what it would cost you and what stays in your hands.

On our own service desk: 196 customer requests in 26 days, 89% of them closed, median 2.3 hours to close (28/9 to 23/10/2026). How we counted

What people ask before booking

What if it gets something wrong?
Anything that moves money or can’t be undone waits for your approval. One switch pauses the whole account. What stays in your control
How long does it take to set up?
We set it up with you. It starts with a shadow week: you see what it would do, and nothing reaches a customer. How it works
What does it cost?
You pay for finished tasks. Starter is from $149 a month, and you can try it free in shadow mode first. See pricing