Websites
A prospect requests a product or service consultation.
Team sales / Sales organizations
Give every conversation somewhere to go next.
More leads do not solve a handoff with no owner or next action.
Request early accessPlanned use case · All products coming soon
The tools / Your context
Three tools. Use what the work needs.
Websites for intake. Actions AE for owned next steps. XCam for visual findings when a site visit needs proof.
Actions AE
Assign the qualification call to a salesperson.
XCam
Use site findings only where the sales process requires a field visit.
Illustrative workflow
What stays connected
in your workday.
Lead intake, qualification & required next actions. An example of the handoff, not a live customer record or an activated industry configuration.
Try the sample action flow- 01
Websites
Capture the request
A prospect requests a product or service consultation.
- 02
Actions AE
Own the next action
Assign the qualification call to a salesperson.
- 03
XCam · where needed
Keep the visual context
Use site findings only where the sales process requires a field visit.
- 04
Actions AE
Review the outcome
Review the call result and create the next conversation action.
Where this fits — and where it does not
No commission, referral payout, guaranteed conversion or partner-account integration is promised. Industry-specific configuration and availability must be confirmed before adoption. Do not enter customer or sensitive data into site examples.
Your service.
Your next action.
Explore the planned tools. Tell us what needs to stay connected. Early access is a request, not an activated account.