Case study · Software

Intake that sorts itself

01

At a glance

Placeholder

Client A, delivered in 4 weeks.

Problem

12 hrs/wk of data entry

Fix

One n8n workflow + CRM

Result−12 hrs/wk
Project
  • ScopeSoftware
  • Stackn8n · Postgres · SSO
  • Time4 wks
02

The work

Where it started

Three inboxes fed one spreadsheet. A form on the website, a shared email address and a phone line all ended up as rows someone typed in by hand, usually a day or two later.

What we built

  • One n8n workflow that reads all three sources, normalises the fields and writes each enquiry to the CRM.
  • Duplicate detection on email and phone, so a lead who calls and emails becomes one record.
  • A same-day summary to the team channel, with anything unassigned after two hours flagged.

Result

Data entry dropped from about 12 hours a week to a few minutes of review. Replies now go out the same day.

03

Contact