Wayledge Customer Profiling · Prospects fill a form, AI profiles them · Early access
Onboarding requests start in Business Central. The prospect answers on their phone, and AI turns the answers into a profile and proposed customer settings for someone to accept.
Illustrative screen, drawn for this site
Features
Onboarding request with a personal link
Mobile-friendly form; answers land as structured data
AI summary, industry segment and account tier
Proposed field values, each accepted or rejected by a person
Business outcomes
- Customer cards complete on day one
- Consistent segmentation
Who it is for
Sales teams that open many new accounts.
More in AI and productivity
- Document IntakePick up PDFs and scans dropped into cloud storage on a schedule and create incoming documents with the file attached.
- Document ChatA chat thread on orders, invoices, items, customers and vendors that follows the document through posting, with mentions.
- Proposal BuilderBuild proposals, statements of work, effort estimates, licence lists and commercials from reusable templates, then release them into projects.
Tell us where your system is today.
Share your version, your goal and your deadline. You get a straight first view of the route and the risks, from someone who has done it.