Case study
Three scattered lead sources. One live sales queue in 11 days.
A six-person company was losing hours every day copying leads from its website and social channels into the CRM. Grail put all three sources into one live sales queue in 11 days.
The problem
New enquiries arrived through the website, Meta and TikTok. An administrator had to check every source and retype each lead into the CRM, which cost about two hours a day and delayed the sales team.
The system we built
Grail connected the website, Meta and TikTok to a small TypeScript service. It checks each submission, puts the details into one format and creates or updates the CRM record. If a lead cannot be processed, the team can see the reason and retry it.
Next.js
TypeScript
Railway
Zendesk
Meta
AWSThe result
The first 10 days processed 360 submissions. Meta and TikTok leads reached the CRM in about 1–2 minutes, and the old manual routine no longer consumed about two hours of admin time each day.
Results at a glance
| Primary result | Three lead sources live in 11 days |
|---|---|
| Operational result | 360 submissions processed in the first 10 days |
| System scope | Meta and TikTok leads in the CRM within about 1–2 minutes |
| Delivery note | About 20 hours of manual entry avoided in the first 10 days |
How we built it
We first watched how one lead moved from an enquiry to the CRM. Then we connected one source at a time, compared every new CRM record with the original submission and fixed failures before adding the next source.
- A prospect submits an enquiry through the website, Meta or TikTok.
- The TypeScript service checks the details and puts them into one consistent format.
- The system creates or updates the CRM record and keeps the original source attached.
- The sales team sees the lead in one queue within minutes.
- Operators can see and retry anything that failed or arrived late.
How people stay in control
The software handles repeatable checks and routine work. People still approve decisions that affect customers, money, privacy or compliance.
- The original source remains attached to each record.
- A failed submission stays visible until the team reviews or retries it.
- The sales team still decides which leads are qualified and ready for a consultant.
What we delivered
The finished scope included:
- Live lead capture from the website, Meta and TikTok.
- Automatic CRM record creation and updates.
- The original source attached to every lead.
- A review screen for leads that fail or arrive late.
- A clear path from a new enquiry to the right consultant.