Lead-to-Cash
New lead or inquiry. Faster response. with agents, systems, and approvals wired into one flow.
How Lead-to-Cash actually runs
Three deployment patterns, two demo businesses. fully populated Trigger → Context → Controller → Agent → Action → Approval → Dashboard.
Fully autonomous lead-to-cash. agent runs end-to-end inside policy. Humans see the dashboard, not the work.
- Trigger
New lead or inquiry arrives in website at Northwind SaaS.
- Context
Controller pulls live context from Website + CRM. customer record, history, entitlements, balances, and current SLA state.
- Controller
Lead Intake Agent classifies the case, picks the right play from the policy library, and dispatches the work.
- Agent
Specialist agents (Lead Intake Agent, Qualification Agent, Sales Follow-Up Agent) execute in parallel. extracting fields, calling APIs, drafting responses, and writing back to website.
- Action
Agent replies to the lead, books the meeting, drafts the proposal, and creates the invoice.
- Approval
Anything over the pricing threshold pauses with a one-click approval card to the named human owner. everything else ships autonomously.
- Dashboard
Operators at Northwind SaaS watch a live board: volume, cycle time, exception rate, value captured, and per-agent confidence. drillable to the underlying ledger.
Systems, agents & approvals
- Lead Intake Agent
- Qualification Agent
- Sales Follow-Up Agent
- Proposal Agent
- Finance Agent
- Onboarding Agent
- Website
- CRM
- Calendar
- Proposal tool
- Accounting
- Pricing
- Discounts
- Contract terms
What Lead-to-Cash returns to the business
Run Lead-to-Cash as an agent, not as a backlog.
We map the trigger, wire the systems, ship the agents, and put the dashboard on your wall. in four weeks.