Referral Email → CRM Contact → Human-Approved Reply
📧
Lead email arrives
Referral platform notification
🔎
AI reads it
Name, phone, need, urgency
🗂️
CRM contact + task
Dedup check first
✉️
Draft reply created
From your own template
👀
You review & send
Nothing sent without you
✅
Client hears back fast
Minutes, not hours
A new lead email lands in the inbox.
Automated step
Human approval
Outcome