Describe what should happen across your tools. Navceed builds it, runs it and keeps it working.

Write one sentence. Navceed builds it, tries it on example records, runs it and watches it. When something changes underneath, it notices, shows what broke and prepares the fix. Nothing changes until the data owner approves.

Shown on example data today. Your own tools are coming next.

Try it free with example data

Free account. Opens on a ready‑made example company; no setup.

NavceedTodayAsk or buildExample data

Describe it, and it's built

Send marketing leads to the CRM, start the campaign, and bring replies back to marketing.

Plan itNothing changes in your tools until you approve.

Waiting for your approval

Marketing person to CRM lead
CRM campaign member to sales-engagement sequence
Responses back to marketing

Dry run 3 changes to the example records. Nothing has been changed yet.

Marketing leads to CRM, campaigns, and responses back to marketingRunning and watchedPaused

Navceed is watching 12 things; all clear.

Example marketing tool: the field "Company" was renamed to "Company name"; the workflow paused.

What it watches (12)

Every field this workflow reads or writes still exists in each tool.
Marketing person to CRM lead: no two leads in Example CRM are the same person.

Prepared fix

Use "Company name" instead of "Company"

Approve and applyData ownerNot now

Checked: it workedApproved

What it watches (12)

Every field this workflow reads or writes still exists in each tool.
Marketing person to CRM lead: no two leads in Example CRM are the same person.

Describe it in one sentence.
Built and tried on example records. Nothing changed.
Approved. Running and watched.
Someone renames “Company”. It pauses.
The fix is ready: use “Company name”.
The data owner approves. Nothing changed until then.
Checked: the 4 waiting records went through.
Describe it in one sentence.

NavceedTodayAsk or build

Describe it, and it's built

Send marketing leads to the CRM, start the campaign, and bring replies back to marketing.

Waiting for your approval

Marketing person to CRM lead
CRM campaign member to sales-engagement sequence
Responses back to marketing

Dry run 3 changes to the example records. Nothing has been changed yet.

Built and tried. One sentence became a plan in three parts. Navceed tried it on the example records: 3 changes, nothing changed yet.

NavceedTodayAsk or build

Marketing leads to CRM, campaigns, and responses back to marketingPaused

Example marketing tool: the field "Company" was renamed to "Company name"; the workflow paused.

Prepared fix

Use "Company name" instead of "Company"

Approve and applyNot now

Paused, fix ready. Later someone renamed “Company” to “Company name”. Navceed paused the workflow and prepared the fix; it waits for the data owner.

For whoever owns a workflow that crosses tools.

Not a CRM.
Not a replacement for your tools: it is designed to work on top of the ones you have, so you do not rebuild your workflows inside it.
Nothing changes without the data owner’s yes.

Pick a workflow. Watch what happens.

Pick a workflowLost repliesFrom a sentenceDuplicatesComing next

Marketing tool23 of 6161 of 61

CRM

Sales tool

61 replies on their way

38 replies stuck

0 stuck38 resent, checked

Replies in the sales tool’s log61Notifications that reached Navceed23

Fix ready: resend 38From the sales tool’s own logApproved

61 people reply in the sales tool.
Only 23 reach marketing. 38 are stuck.
Why: the sales tool’s notifications were lost. Its own log has all 61.
Fix: resend the 38 from that log. Approved.
61 of 61 arrived, checked.

Marketing tool412sent

CRM409matched3 duplicates merged

Sales tool396in the sequence13 held: no sequence

61 replies

“Send marketing leads to the CRM, start the campaign, and bring replies back to marketing.”

Plan ready3 of 3 example records passedApproved

You describe the workflow in one sentence.
Navceed builds it and tries it on example records.
The data owner approves.
It runs and counts each hand‑off.

Spreadsheet import

event-list.csv1 row: Ava Adams

1 person is in Example CRM more than onceThe workflow won't update either copy until there is one, so responses and scores stop flowing for them.

Prepared fixMerge each duplicate into the older lead using Example CRM's own merge.Approved

CRM leads

LeadEmailBen Chenben@corvid.exampleChloe Ngchloe@delta.examplesame personAva Adamsava@bright.exampleAva AdamsAVA@BRIGHT.EXAMPLEnewChecked: confirmed each email matches exactly one lead.

Leads arrive in the CRM, one per person.
A spreadsheet import adds Ava Adams a second time.
Navceed: the workflow can’t tell which copy to update.
Fix: merge into the older lead. Approved.
Each email matches exactly one lead, checked.

Coming next

Marketing toolCRMSales tool

Your own toolsNavceed reads them and watches the same workflow.

Coming next

What broke
What was fixed
What needs you

A weekly summaryWhat broke and what was fixed, once a week.

What it catches

Records that never arrived6 people met the trigger in the marketing tool but never reached the CRM.
Steps that got stuckThe CRM refused 14 changes while it was down; the fix sends them again.
DuplicatesA spreadsheet import put Ava Adams in the CRM twice.
Replies that never came back38 replies in the sales tool never went back to marketing.
Broken field mappings“Score” was renamed to “Lead score”; the workflow paused.

Not sure which of these apply to you? Take the free 3-minute check. No sign-up.

Your own tools are coming next.

Try it free with example data

Free account. Opens on a ready‑made example company; no setup.

NavceedToday

Responses back to marketingRunning and watched

61 of 61arrived, checked

Navceed is watching 12 things; all clear.

The public pages set no cookies and run no trackers. Signing in sets essential sign-in cookies, ours and those of our sign-in service. What Navceed keeps, where it is stored and who can see it is on the privacy page.