Match event identity
Compare exact source event IDs with CRM snapshot rows. Duplicates and exclusions remain visible in the evidence.
INTERACTIVE SHOWCASE / FICTIONAL DATA ONLY
Your workflow succeeded.
Did the handoff?
Trace the gap between lead capture, CRM records and sales follow-up. Investigate exceptions with explicit evidence, review next steps and configurable rules — rather than trusting a green automation checkmark.
Product preview. The interactive demo is a static replay of fictional audit findings — not continuous monitoring. No on-page analytics, account, live integration or upload.
Unique lead events56 synthetic source rows
Needs review2Missing CRM or owner evidence
Handoff evidence found2Under the demo policy only
Excluded by source1Not expected to enter the CRM
WHAT THE ENGINE CHECKS
Decisions grounded in records, not green checkmarks.
A clear audit path keeps event matching separate from the business question of whether a person followed up.
Inspect handoff controls
Evaluate owner and task-creation timestamps against explicit rules and attested source/CRM coverage.
Investigate exceptions
See primary status, contributing reason codes and record-level evidence without assigning fictional revenue values.
PRODUCT CAPABILITIES · CURRENT VS PLANNED
Built for the full handoff lifecycle.
See what the engine can demonstrate today, what is available through a carefully scoped assisted assessment, and what is proposed for future paid editions. Planned is not released or purchasable today.
Preview · synthetic or localAssisted pilot · gatedPlanned · future paid
Lead-to-CRM reconciliation
Compare independent lead events with CRM snapshot records and distinguish matches from exceptions under declared coverage.
Identity & duplicate controls
Separate repeated events, record identity conflicts and unsupported many-to-one matches instead of silently collapsing leads.
Owner, task & SLA evidence
Evaluate supplied owner and task timestamps against configured rules, without claiming verified human outreach.
Explainable review findings
Review reason codes, evidence boundaries, incident priority and a suggested read-only next check.
Custom rules, workspaces & reports
Local application capabilities available for a restricted, operator-led evaluation after environment and data controls pass.
HubSpot read-only diagnostics
Sandbox OAuth, token renewal and Task inventory have been tested. Complete Form coverage and customer self-service are not ready.
Continuous monitoring & alerts
Scheduled reconciliations, checkpoint health, exception notifications and source-drift detection are on the roadmap.
CRM repair & AI assistance
Approval-gated remediation previews, controlled CRM writes and AI-supported investigation remain future capabilities.
A working synthetic example is not proof of complete source history, a live customer connector or recovered revenue. Availability refers to the stated scope, not general production readiness.
OPERATOR REVIEW · NOT AN AUTOMATED CRM ACTION
Find the exceptions. See what to verify next.
These five fictional events show evidence-first priority, the separate first-action log, and the next read-only check. Priorities are derived from the synthetic audit; no automatic CRM tasks are created.
ATTENTION-FIRST REVIEW QUEUE
5 eventsLead event findings
EVIDENCE & NEXT CHECKSYNTHETIC
Select an event
Select an event to review the recorded decision and the supporting facts.
- Source event
- —
- CRM record
- —
- Decision
- —
- Task created
- —
- Logged outbound step
- —
- Review priority
- —
Reason codes
This is a verification suggestion, not an automated fix or CRM instruction. An evidence-based status does not prove a human conversation or recovered revenue.
CONTRACT FIT BEFORE CONFIDENCE
One event is not always one Contact.
Returning Contacts can submit multiple distinct forms. The audit never assumes an old Contact or an unrelated task proves a new handoff. The current engine uses a strict event-specific one-to-one policy and refuses unsupported shared-record identity.
DEMO STRUCTURE ONLY—Not proof of authoritative source-to-CRM lineage
REPEATED EVENT-ID ROWS—Retries differ from returning Contacts
CRM IDS SHARED ACROSS EVENTS—A shared CRM Contact cannot pass the strict one-to-one rule
EDITION ROADMAP
Start focused. Expand when evidence supports it.
Preview capabilities are available for exploration now. Advanced features are proposed for later paid editions, subject to validation and release review. No launch dates or paid entitlements are promised.
Interactive Preview
Explore the lead handoff logic through a real engine replay on fictional records.
- Event and CRM evidence explorer
- Exceptions and reason codes
- Owner/task timing checks in sample data
- Read-only next-check guidance
Assisted Pilot
Discuss a narrowly defined, authorized evaluation using your rules and a reviewed data-handling plan.
- Scoped CSV/export reconciliation
- Custom rule mapping
- Reviewer-ready findings
- Explicit unknown/coverage limitations
Paid Editions
Roadmap candidates for operational rollout once source reliability, permissions and security are validated.
- Continuous monitoring and alerts
- Salesforce and additional connectors
- Controlled CRM remediation
- AI-assisted investigation and team controls
THE EVIDENCE BOUNDARY
What this demonstration does not prove.
Not a live CRM connection
Every finding comes from five fictional source events, three fictional CRM rows and a fixed demo policy.
Coverage is declared, not independently verified
A missing-CRM decision depends on the operator's completeness declaration and the event-identity contract.
No confirmed human outreach or revenue
A CRM record and task-creation timestamp support an audit rule, not a salesperson's action or financial impact.
REQUEST A SCOPED PILOT
Discuss pilot fit See whether your handoff evidence is actually traceable.
Tell us your CRM, lead sources and handoff rule. Start with a no-data fit discussion; a private pilot is offered only after authorization, secure handling and coverage checks. Please do not email customer records, credentials or exports.