HeyMagic Lead Flow
HeyMagic for CCW Global

From website visitor to broker

How a quote request moves from Sam on the CCW website into the CRM brokers work from, and where Pipedrive and Salesforce sit until the switch-over.

Built (demo) Backend to build Decision Temporary bridge
1
CCW website
Three ways into Sam
Built
Visitor lands on the page
How do they start?
Taps a product buttonSam opens on that product
Clicks a country on the mapSam opens on International Medical, region lit
Opens the chat bubbleSam greets and shows the six products
Product chosen
2
Sam quote widget
Quote, compare, capture
Built
2 to 5 quick questionsAges for each family member
Three plans priced
Compare?
Yes
Plans slide into the compare panel one by one
No
Straight on
then
Ready to proceed?
Chooses a plan or asks for the quote
Name and email capturedConfirmation shown
Leaves
Visit logged for analytics
Lead sent to the backend
3
Lead backend
Hosted on AWS
To build
Lead savedWith the quote, chat and source page
Straight away
Customer emailed their quote
In parallel
Lead checked for spam
then
Spam?
Yes
Held in Spam filteredBroker can release it
No
Scored Hot, Warm or Cold
Auto-assigned to a brokerBy product rota
Lead lands with the broker
4
CCW CRM
Broker console, first CRM module
Designed
Lead in broker inboxWith an alert
New, Contacted, Quoted
Outcome
Won
Policy record in the CRMQuotes, policies and renewals build here
Lost
Closed with a reason
⇄
Bridges
Switched off once brokers work only from the CRM
Lead saved
Copy to Pipedrive
Policy won
Sync to Salesforce until 29 June 2027

Prices in the demo are placeholders. Backend items are the next build.