Cross-tool contextPeople + AI assistantsEvidence with every findingHuman review first
The coordination gap
Each tool sees a task. Your customer experiences all of them.
Interlock’s first focus is the space between CRM activity, email conversations and automated follow-ups. We look for the same business action taking different paths.
01
Crossed follow-ups
A person and an assistant independently pursue the same customer, quote or renewal.
02
Conflicting commitments
Separate messages reference different quote versions, prices or delivery dates for one opportunity.
03
Outdated outreach
A follow-up stays queued after a customer has replied, booked a meeting or resolved the topic.
A flagged overlap is a question to resolve—not proof of an error. Every audit finding is reviewed with context.
A deliberate rollout
Earn the right to stop a send.
Begin with a clear baseline. Measure real conflicts before introducing controls into customer conversations.
Review up to 30 days of prepared activity exports. Identify evidence-linked overlaps and recommended rules.
02
In development
Observe continuously
Planned Gmail and HubSpot connections will compare activity across people and assistants without interrupting work.
03
Later pilot stage
Control connected sends
After rules are validated, planned send controls will pause conflicts for an authorized person to resolve. Only routed sending paths can be controlled.
Founding offer
A useful first step. A clear written scope.
For agencies and teams running multiple customer-facing automations. Find out whether your tools are crossing wires—and whether a control layer is worth it.
Each audit receives an individual written quote before work begins. The quote confirms scope, delivery, applicable tax and payment terms.
Founding collision audit
Individually quoted
Written scope before work begins
One business · One CRM + one email source
Up to 30 days and 5,000 prepared activities
Up to 10 human or automated senders
Up to 25 reviewed priority findings with evidence
Five recommended coordination rules
A 45-minute findings and next-steps call
Delivery within 7 business days of an accepted export
Discuss your founding auditNo automatic renewal. Pay by Square invoice or e-transfer after approving your written quote. Preparation, additional sources, larger volumes and multi-client work are included only when agreed in your scope.Read the audit details
Straight answers
Know what you’re getting.
What can we buy today?
The founding contact collision audit: a human-reviewed analysis of a prepared activity export covering up to 30 days and 5,000 activities. It includes up to 25 reviewed priority findings with evidence, recommended coordination rules and a review call. The interactive workbench is a working prototype. Live mailbox connections and automatic send controls are not available yet.
What makes this different from a duplicate check?
Two messages can have different wording and IDs while chasing the same customer about the same quote. Our pilot focuses on customer, opportunity, mapped topic and timing across tools, alongside quote versions and recent replies. The current workbench uses explicit fields, not automatic interpretation of arbitrary emails.
Will you change our CRM or send emails?
The audit does neither. We review exported activity and confirm likely conflicts with your team. Future enforcement will require the relevant sending paths to route through Interlock; it cannot control tools that bypass it.
Do Gmail and HubSpot connect automatically?
Not yet. These are the first planned connector pair. Founding audits begin with agreed, minimized exports in our mapped CSV format. One validation and correction round is included; transformation of raw exports is scoped separately. Do not send passwords, tokens, full mailbox archives or attachments through the inquiry email.
How do you handle our data?
The public workbench processes files in your browser memory and does not upload them. For a paid audit, we agree on access, secure transfer, retention and processing terms before receiving customer communications. See our privacy page for the current approach.
Is this another CRM or AI assistant?
Interlock is being developed as a coordination layer around the tools you already use. You retain your CRM, email system and assistants. The audit first establishes whether a coordination problem exists and whether existing settings can solve it.
How is an audit quoted?
Every audit is individually scoped and quoted in writing. We confirm fit, sources, volumes, deliverables, applicable tax and payment terms before invoicing. The audit is a one-time service engagement with no automatic renewal. Any future monitoring or enforcement work will have its own agreed scope and quote.
Let’s find the friction
Tell us where your tools overlap.
We’ll confirm fit, agree on the export scope and arrange secure transfer before the audit starts.
AI COORDINATION