Unified CRM
All contacts, accounts, and deals in one place with custom objects, stages, and permissions mapped to your teams.
The CRM and brain of your operation — events in, decisions out. One place to route leads, trigger automations, and orchestrate agents.
Text and email are sent from verified rails after Cloud AI provisions your A2P registration and designated domains. Compliance first, speed always.
Book Your Core Setup Review
Lead Captured → RouterOwner AssignedFirst Touch SMS (42s)Email Sequence: Step 1Reply Parsed → HotTask Created for RepNo-Show → Recovery SMSPayment Posted → Thank YouNPS 9 → Review AskIdle 30d → Winback
Lead Captured → RouterOwner AssignedFirst Touch SMS (42s)Email Sequence: Step 1Reply Parsed → HotTask Created for RepNo-Show → Recovery SMSPayment Posted → Thank YouNPS 9 → Review AskIdle 30d → Winback
Owner’s Scoreboard — What Moves With Core Logic
0
Automation Coverage
0
Lead→First-Touch
0
Manual Workload
0
Automation Uptime
0
Routing Errors
0
A2P/Domain Compliance
What Core Logic Delivers
Event Bus & Triggers
Every click, form, call, payment, and webhook becomes a signal. Real-time triggers kick off automations and agent tasks.
Journeys & Playbooks
Capture → nurture → handoff → close → retain. Versioned, tested, and measurable.
Agent Orchestration
Route work to AI agents or humans. SLAs, retries, and fallbacks ensure tasks finish even when systems misbehave.
Messaging Stack
SMS + email with quiet hours, opt-outs, and brand senders. Cloud AI handles A2P & domains; Core Logic handles delivery.
Data Hygiene
Identity resolution, dedupe, merge rules, field validation, and enrichment so automations act on clean data.
How We Stand It Up — From Signals to Systems
1) Intake & Map
Inventory tools, roles, and data. Map events to the decisions you want: route, notify, create, escalate.
2) A2P & Domain Ready
Cloud AI registers A2P and sets designated domains (SPF/DKIM/DMARC). We verify senders and warm up.
3) Build the Journeys
Capture to close: triggers, steps, wait rules, and ownership. Every step logged for audit.
4) Orchestrate Agents
Assign tasks to agents (and humans) with SLAs, retries, and fallbacks. Nothing slips.
5) Monitor & Improve
Dashboards for throughput, failures, and ROI. A/B branches for offers and timing until the graph climbs.
Case Snapshots
“First-touch in under 45s.” Lead router + SMS/email sequences turned nights/weekends into wins.
— Home Services
“Sales time back: +22 hrs/week.” Tasks auto-created, follow-ups enforced, pipeline finally accurate.
— B2B Software
FAQ
Is this a new CRM or does it sit on top of ours?
Core Logic can serve as your CRM or integrate with your current stack. The event bus, journeys, and agents work either way.
Who handles A2P and email domain setup?
Cloud AI provisions A2P and designated domains (SPF/DKIM/DMARC). Core Logic uses those rails for compliant SMS/email.
Can we keep humans in critical loops?
Yes. Any step can require approval, create tasks, or branch to a rep. Agents augment people; they don’t replace accountability.
What about audit and compliance?
Every event, message, and change is logged. Permissions, quiet hours, and opt-out handling are built-in.
How do we measure ROI?
Dashboards track time-to-first-touch, conversion lift, task completion SLAs, and revenue impact per journey.
Ready to Turn Signals Into Revenue?
Book your Core Setup Review — we’ll map events, journeys, and agents that move the numbers.
Book Your Core Setup Review