One backbone, not a stack of tools.
CRM, marketplace, automation, payments and an AI workforce share one data model. A deal, a workflow run, a payment and a fulfillment job are the same record moving through eight stages.
01IntakeA need enters through Syntic, the marketplace or an inbound contact.
02QualifiedScored against fit, budget signal and service availability.
03ProposalA concrete path: services, quantities, price, delivery window.
04ApprovedYou authorise. Nothing bills before this point.
05In progressWorkflow runs execute against the configured service.
06HandoffA person takes the close, the contract or the judgement call.
07CompletedDelivery verified against the acceptance condition.
08ClosedOutcome, cost and lesson recorded to the knowledge layer.
Approval gates
Outreach and billing stay gated. The system prepares the action and waits for a human release.
Knowledge layer
Decisions, failures and SOPs are written back. A sector playbook is promoted only after human validation.
Cross-industry pool
Services carry an availability flag rather than a hard boundary, so any account can buy from any catalogue.