Scattered enquiries
Messages, forms and requests need a shared record instead of repeated searches across channels.
A TRADIUM service for businesses
SALES WORKFLOW AUTOMATION
Sales follow-up.A clearer workflow.
We design a workflow that connects enquiry intake, sales opportunities and quotation follow-up. A named owner, a clear next step and human review for important decisions.
For businesses handling recurring enquiries and requests for quotations
The illustrative demo is free to use, with no account. Implementation is quoted after the scope is agreed.
TRADIUM / WORKFLOW
From the first enquiry…to a clear next step.
- New enquiry
- Organised request
- Quotation
- Defined follow-up
Office setup request
Fictional company · illustrative exampleAwaiting owner reviewOwner · Status · Next step
- Built around your workflow
- Considered integration with your tools
- Human review for important decisions
Does follow-up get lost between messages?
Automation becomes useful when work repeats and keeping track of ownership becomes a daily task.
Quotations waiting
The team needs the last action, next follow-up date and owner of each opportunity.
An incomplete picture
Management needs a clear view of moving opportunities and requests that need attention.
EXPLORE THE WORKFLOW
See the workflow. Try each step.
Start with a fictional request, organise it, review a follow-up draft and define the next step. You control the progress.
An illustrative browser simulation. It does not send messages, write to a CRM or call AI. Use fictional information only.
- 01Receive
- 02Organise
- 03Review
- 04Follow up
01 / 04
Start with a clear enquiry.
Choose an example and edit its needs if you wish. Information stays within this page.
02 / 04
Turn it into an organised opportunity.
Choose the request type and its owner. Saving updates the opportunity record beside you.
03 / 04
Review before the next step.
This is a template draft. You are acting as the reviewer in this simulation; the TRADIUM team has not approved it.
04 / 04
Give follow-up a date and an owner.
Record a proposed follow-up date and next action. This is part of the simulation; it creates no external reminder.
WORKFLOW / COMPLETE
The next step is now clear.
An organised request, a named owner, a draft you reviewed and a follow-up date in the demo record. Connecting this workflow to your channels and systems requires a separate requirements review.
No message was sent and no external appointment or reminder was created.
Discuss your workflowDEFINED SCOPE. CLEAR DELIVERY.
A workflow that fits. A scope you understand.
We first review how requests arrive and move forward, then agree one intake channel, a follow-up record and defined actions before extending the integration.
Receive and organise
Define the required information, reduce repeated entry and assign ownership.
Follow-up and notifications
Define next actions, statuses, follow-up dates and appropriate team alerts.
AI assistance and review
Summarise requirements and prepare drafts where appropriate, with permissions and approval for important decisions.
Integration starts with the tools you use.
A project may include website forms, Meta Lead Ads, WhatsApp Business Platform, CRM systems and cloud email. We review API capabilities, permissions, subscriptions and operating costs before agreeing the integration.
Platform names describe possible integrations; they do not imply a formal partnership or active connections in this demo.
How implementation begins
- 01
Understand
Review enquiry sources, workload and delays.
- 02
Define
Agree tools, access, cost and acceptance criteria.
- 03
Build and test
Test core cases, failures and permissions before acceptance.
- 04
Hand over
Explain operation and the agreed support scope.
QUESTIONS / ANSWERED
Before you take the next step.
What is free?
The illustrative simulation on this page is free to use and requires no account. Building a system for your business and connecting your accounts is a separate service, quoted after the scope is agreed.
Is this connected to a real CRM and WhatsApp?
No. The simulation record, draft and follow-up run in the browser without sending messages or changing external systems. The Gemini link opens a separate live experience that creates a draft and stores a fictional example, without CRM or message delivery.
Do I need another subscription?
We review your existing tools first. Some scopes can use those tools; others need an additional subscription, API access or setup. These requirements are explained before implementation.
Does the system reply without review?
Permissions depend on the action. Pricing, discounts, commitments and sensitive decisions need clear rules and appropriate approval. An AI draft is not automatically an approved response.
How are cost and timing set?
After reviewing the intake channel, follow-up record, users, integrations and required cases. No implementation time or sales result is guaranteed before scoping.
What happens to information entered here?
The simulation stores nothing in a database or browser storage. The project enquiry form prepares a message within the page. Selecting WhatsApp or email opens that service, where you review and send the message yourself.
BUILD A WORKFLOW THAT FITS
Discuss the workflow your team needs.
Tell us how enquiries arrive and what needs to improve. We start with fit, then define the scope and cost.
This form only prepares a message. We receive nothing until you send it through WhatsApp or email. It does not create a booking, account or subscription.
Or contact us directly