All work
Case study
AI Inquiry Automation
A workflow that captures leads, qualifies them, updates CRM, and drafts follow-ups.
Industry
Construction
Services
AI Automation
Timeline
3 weeks
Platform / tools
n8n · AI · CRM · Email
Project type
Automation
Inquiry
AI qualify
CRM
The challenge
What the client was facing
New project inquiries waited in a shared inbox while staff manually copied details into the CRM.
The solution
What Oplix designed and built
We built a logged workflow that structures each inquiry, scores fit, updates the CRM, and prepares a human-approved reply.
n8nAI qualificationCRM sync
Key features
What shipped
Inquiry capture
AI qualification
CRM updates
Approval step
Email draft
Full logs
The result
What changed for the client
Practical outcomes, measured where possible and stated honestly everywhere.
Faster first response
Reduced data entry
Consistent qualification
Human control retained
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