Lead and contact capture
Define the goals, responsibilities, and practical requirements for lead and contact capture within the automations engagement.
Automations
Built around your work.
Connect triggers, actions, stored information, and lightweight forms to reduce repeated work across business teams.
WHAT THIS CONNECTS
A clearer view of the work.
Sales and marketing follow-up
Connect the audience, message, channels, and follow-up to the business’s actual goals and delivery capacity.
Support and onboarding workflows
Define the goals, responsibilities, and practical requirements for support and onboarding workflows within the automations engagement.
Expense and inventory templates
Organize stock records, quantities, movement, and the link between physical items and business activity.
SCOPE THE CAPABILITY
Plan the workflow before the deployment.
Choose repeated task
Establish the goal and the information needed for this part of the work.
Define trigger and actions
Identify the people, records, and connections involved.
Connect required information
Agree access, responsibilities, integrations, and delivery requirements.
Test exceptions and handoffs
Review the result against the business goal and implementation scope.
PLAN YOUR IMPLEMENTATION
Match the scope to your needs.
The catalogue describes solution scope. It does not mean a universal ERP or all native modules are activated for every account. Creator Studio, the module marketplace, and an organization’s production deployment have separate readiness and permissions.
PART OF THE LARGER SYSTEM
Make the next connection.
01
XCORE Module Library
Explore the reusable business modules and their integration progress.
Explore XCORE Module LibraryXCORE / ERP & APPLICATIONS
XCORE Business Software Catalogue
Explore marketing, operations, administration, and data capability profiles within the XCORE Business Systems / ERP direction.
Explore XCORE Business Software CatalogueXCORE / SMB SOFTWARE STACKS
Industry Workflow Profiles
Business workflow profiles showing how industry needs can shape software, services, and implementation scope.
Explore Industry Workflow Profiles