Start by creating the demo workspace.
Contacts
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Properties
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Opportunities
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Valuations
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Workflow 01
Property owner prospecting
Owner-data spend £0.00
1
Find property
Demo property: 14 Richmond Avenue, Woking.
Create workspace first
2
Buy owner data
Pay-per-use product with provider provenance and permission claim capture.
3
Permission check
Provider claims are not treated as final contact permission.
4
Create prospect
Create a scored valuation opportunity and assigned follow-up task.
5
Record contact
Every call/email/SMS becomes an auditable CRM activity.
6
Book valuation
Convert the opportunity into a valuation appointment.
Live opportunities
No prospects yet.
Valuation pipeline
No valuations booked yet.
Pilot Foundation
Migration + Growth Events + AI Agent
Dry-run CRM migrationDuplicate detectionUnified usage/cost ledgerMarketing attribution eventsAI suggestion queueApproval-controlled actions
Growth Engine v0.5
Communications + Seller Intent
Provider-independent email/SMS/WhatsApp modelUnified conversationsTelephony call ingestionTranscript + AI summary hooksCampaign audience builderEngagement eventsSeller Intent scoringCompliance-gated outreach
Growth Engine v0.6
AI Marketing Director
Brand BrainAI campaign planMulti-channel creativeLanding page builderLead captureNurture journeysFull attributionFee-income ROI
Execution Engine v0.7
Campaign Execution + Automation
Campaign schedulingCompliance-gated delivery queuesEmail/SMS/WhatsApp execution adaptersDirect-mail handoffPer-message cost + margin meteringJourney enrolmentApproval-controlled automationAI next-best actionsMarketing command centre
What this slice now proves
Multi-tenant recordsPay-per-use chargingDuplicate purchase protectionData provenancePermission evidence separationSuppression-aware eligibility checksOpportunity scoringActivity historyValuation conversionAudit events