Connecting website and CRM with Sami and Janus: designing the contact journey

Many company websites collect data in a fragmented way, leaving staff to chase down leads and manually re-enter information across various work tools. Designing the contact journey instead means structuring the moment a user expresses interest, ensuring that essential initial details are logged systematically. Whether a visitor is looking for a home, a transport service, or a renovation, they have specific needs that deserve immediate, contextualized responses.

In this scenario, Sami acts as an advanced virtual agent integrated directly into the company website, capable of conversing, listening, and guiding the interaction. Unlike a static form or a rigid chatbot, Sami captures the key parameters of the user's needs—such as budget and location for a property, origin and destination for a shipment, or property type and desired work for a construction project. The system organizes this preliminary data, making it immediately clear and actionable for your daily team operations.

Once information gathering is complete on the website, the next step involves transferring that data into the corporate platform. Janus receives the information collected by Sami and populates the dedicated modules, avoiding manual steps or tedious transcription from one system to another. This data flow allows the team to instantly view the context of the request, including the preferences expressed by the user during their initial web conversation.

Data transfer is configured according to the company's specific operational needs, determining which fields to fill and what relationships to activate between modules. In real estate, for example, the request is linked to the address book and territorial preferences, whereas in logistics, the origin and destination data immediately set up a new shipment order. The same applies to construction, where renovation requests are forwarded directly to the sales department for subsequent site inspections.

Receiving a qualified lead is only the first step; true value emerges when the company organizes the follow-up in a timely and structured manner. Janus allows you to assign new requests to the most appropriate manager or resource, utilizing predefined roles and routing rules. This ensures every team member knows exactly what actions to take, reducing wait times and improving coordination across different departments.

The team finds all historical context gathered by Sami right inside the platform, eliminating the need to re-contact the customer for information already provided on the website. Operators can thus focus on value-added activities, such as drafting targeted commercial proposals, planning a site inspection, or optimizing delivery routes. Management oversight ensures every workflow follows the correct path, harnessing automation without losing control over key decisions.

Every industry has unique operational dynamics that require specialized tools rather than standardized solutions. Janus offers comprehensive verticals for real estate, logistics, and construction, designed to meet the real demands of these markets with ready-to-use modules. The platform combines a universal structure with vertical specialization, adapting to existing business processes and scaling alongside your evolving business needs.

Through a collaborative adoption journey, McFrancis analyzes your company's workflows to configure modules and develop tailored customizations if needed. This step-by-step approach integrates the virtual agent Sami and the Janus platform smoothly into your organization, evaluating every phase of implementation together and measuring concrete benefits for your team's daily productivity.