Lead Capture & Routing
Turn a supported form or lead source into a deduplicated record, an assigned owner, and a notification.
Uses agreed fields and rules. It is not a full CRM replacement.
QURTANA FLOW
Less chasing. Fewer handoffs. Work that keeps moving.
When the same information moves between forms, inboxes, calendars, and spreadsheets, small gaps add up. Qurtana configures defined workflows that move information, assign the next step, and make exceptions visible.
Assess your workflowExplore packages
BUILT AROUND YOUR BUSINESS
Managed AI workflow automation, without the daily juggling.
For teams repeating the same lead-handling, quote follow-up, scheduling, onboarding, or reporting tasks across supported applications.
More consistent follow-upFewer repetitive handoffsVisible exceptions and ownership
A useful fit when…
- Businesses copying enquiry details between systems by hand.
- Teams that need a clear owner and next action for every suitable request.
- Owners who want to improve a defined process without replacing their whole operation.
What we take care of
- A defined workflow selected from a practical starting catalog.
- Supported application connections and agreed field mappings.
- Routing rules, approved templates, schedules, and owner assignments.
- Acceptance testing with duplicate prevention and error recovery.
- Standard monitoring, failure alerts, and maintenance of the agreed workflow.
- Monthly reporting on completed transactions and exceptions.
ILLUSTRATIVE WORKFLOW
A new enquiry reaches the right person.
A supported form creates one deduplicated record, uses agreed rules to assign an owner, and sends a notification. If a connection fails, an exception is surfaced for review.
LESS MANUAL FOLLOW-UPIllustrative workflow · no connected systems
1
New enquiry
A form captures the agreed details.
2
Check & route
Check for duplicates and assign an owner.
3
Next action
Create a task and notify the right person.
4
Keep visibility
Record completion or flag an exception.
A process illustration. Supported applications and exact actions are confirmed during assessment.
THE STARTING WORKFLOW CATALOG
Five everyday tasks. A more consistent process.
Choose a repeatable task first. We confirm the supported applications, data, and rules before agreeing to the configuration.
Quote Follow-Up
Use an approved quote status to trigger a reminder or a drafted message, with clear stop conditions.
Stops when accepted, declined, or opted out. It does not set prices or negotiate.
Appointment Follow-Through
Follow an existing booking with approved confirmations, reminders, and a next-action task.
Adds a useful process without duplicating a basic confirmation already included elsewhere.
New Customer Handover
Turn an accepted sale into onboarding tasks, a welcome draft, and an internal handover.
Does not make contractual or sensitive eligibility decisions.
Weekly Operations Digest
Summarize supported operational data into pipeline movement and exceptions that need attention.
Uses available sources; it does not invent missing information or produce audited reporting.
Have a different process?
Tell us what you want to improve. We will assess whether it fits the catalog or needs a separate discovery scope.
Discuss your workflowFROM IDEA TO OPERATION
A clear process from the start.
The setup is part of the service. We work through the dependencies, approvals, and tests before expanding the role it plays in your business.
Map the current task
We identify the trigger, information, systems, people, and outcome involved in one repeatable process.
Check the fit
We confirm supported connections, access, transaction volumes, and any exceptions before agreeing to the scope.
Configure and test
We map fields and rules, then test expected actions, duplicates, failures, and the ability to stop unsafe actions.
Monitor the handoff
We track completed transactions and visible exceptions, maintain the agreed configuration, and review useful improvements.
CLEAR SCOPE. CLEAR COSTS.
A starting point for your workflow.
Choose a defined package, with setup and ongoing management shown separately. We confirm the right scope before you commit.
A focused starting point
Flow Essentials
Improve one repeatable process across your supported tools.
AED 5,000 / month
+ AED 4,000 one-time setup
Discuss this package- One catalog workflow
- Up to 3 supported applications
- Up to 1,000 workflow transactions per month
- Configuration and agreed field mapping
- Acceptance tests and standard monitoring
- Failure alerts, maintenance, and monthly reporting
- Standard execution infrastructure within the quoted configuration
Keep in mind
Premium app licenses, messaging, and material external AI use are explicitly priced separately.
New connectors, major data cleanup, migration, and custom applications are not included.
Overage rates and provider limits must be agreed before use; there is no unpriced automatic overage.
More connected capability
Flow Growth
Coordinate several defined workflows with pooled monthly usage.
AED 8,000 / month
+ AED 7,500 one-time setup
Discuss this package- Up to 3 catalog workflows
- Up to 5 supported applications
- Up to 3,000 pooled workflow transactions per month
- Configuration and agreed field mapping
- Acceptance tests and standard monitoring
- Failure alerts, maintenance, and monthly reporting
- Standard execution infrastructure within the quoted configuration
Keep in mind
Premium app licenses, messaging, and material external AI use are explicitly priced separately.
A new CRM, ERP replacement, custom database, or application is not included.
Nonstandard consumption and out-of-catalog rules require a separate assessment.
Indicative pricing in AED. Applicable VAT is additional. Final scope, availability, setup, and usage are confirmed in writing before you commit.
What counts as a transaction?
One unique source event completing one contracted workflow. Qurtana-caused retries and duplicates are not billed as new transactions. Provider limits and any overage rates are agreed before contracting. Large documents, unusually expensive AI operations, and high-frequency polling require a separate assessment.
A SHARED UNDERSTANDING
Know what is included. Know what stays with you.
Built with clear safeguards
Workflows use defined rules for critical business actions. We test duplicate prevention, recovery, exception visibility, and a reliable stop path. A failed action is surfaced rather than reported as complete.
What we need from you
- Explain the current process and nominate an owner for decisions and exceptions.
- Provide permitted access and accurate source data for supported systems.
- Approve field mappings, messages, routing rules, and acceptance examples.
Outside the standard scope
- New connectors, major data cleanup or migration, custom applications, and ERP replacement.
- New business logic outside the catalog and unsupported integrations.
- Unagreed overage, premium app licenses, and material external consumption.
AFTER SETUP
Progress you can understand.
See correctly completed transactions, failures, exceptions awaiting review, and duplicate incidents. Any time-saving estimate uses an agreed baseline and sampled work rather than a universal claim.
How we work togetherTHE FIRST MONTH
A careful start, with a useful baseline.
The first month focuses on mapping, connection checks, an agreed baseline, and representative acceptance tests. A limited launch verifies that the workflow behaves as expected and that your team knows how to handle exceptions.
Pilot availability subject to assessment. Timing depends on access, approvals, technical readiness, and delivery capacity.
A LITTLE MORE CLARITY
Your automation questions, answered.
Still have something on your mind?
Let’s talk it throughOne unique source event completing one contracted workflow. Retries or duplicate actions caused by Qurtana are not charged as new transactions. Provider limits and any agreed overage rate are documented before contracting.
We assess the applications and actions your process needs. A platform having a connector does not guarantee that every field or action is supported. Confirmed connections and boundaries are written into the scope.
The agreed configuration includes failure alerts and visible exceptions. We test recovery, duplicate prevention, and a way to stop unsafe actions. Your team knows who owns the next step when human review is needed.
New connectors and out-of-catalog logic are not part of standard subscriptions. We can assess whether a separate, clearly scoped discovery exercise makes sense, without promising development inside the monthly fee.
No. AI may assist with classification, extraction, or drafts where appropriate. Defined rules control critical system updates and business actions, with approval checkpoints where the process requires them.
LET’S MOVE YOUR BUSINESS FORWARD
Show us the task your team keeps repeating.
Start with a conversation about your business. We will assess the fit and recommend a defined next step.
Book a discovery callOne conversation. A clearer next step.