Available now · A reviewed service

Find the overlap.
Set the rules.

For teams where people, CRM workflows and AI assistants contact the same customers. We review a defined activity export to find crossed follow-ups, conflicting commitments and outreach that has fallen behind the conversation.

A scope you can plan around

• One business, one CRM source and one email source.
• Up to 30 days, 5,000 activity records and 10 human or automated senders.
• A prepared CSV using our mapped fields, with one validation and correction round included.
• Delivery within seven business days after we validate and accept the agreed export. We confirm the delivery date in writing.

Your written quote confirms preparation, sources, volumes, deliverables, delivery timing, applicable tax and payment terms. Raw-export transformation, additional sources, larger volumes and multi-client agency work are included only when agreed in that quote. We confirm whether the available records can support a useful audit before invoicing.

What you receive

• A concise findings report and up to 25 reviewed priority findings, when present, with references to the evidence.
• Five recommended coordination rules tailored to the observed workflow.
• A 45-minute review call to resolve context, discuss existing tool settings and agree on practical next steps.

An overlap is a prompt for review, not proof of an error. We distinguish likely conflicts from intentional activity and explain limits in the supplied data. Finding no material conflicts is a possible result.

From enquiry to delivery

1. Fit review. Tell us which tools share customers and where coordination breaks down.
2. Written scope and quote. We agree on sources, mapped fields, deliverables, delivery, payment and data arrangements before work begins.
3. Invoice. Pay by Square invoice or e-transfer using the instructions provided with your invoice. Card details are entered on Square’s payment page.
4. Minimised export. We arrange an agreed secure transfer method. Include only the authorised fields and records needed for the audit.
5. Human review. We validate the export, confirm the delivery date and review the evidence before presenting findings.

Your tools stay under your control

This audit does not connect to or change your CRM, send messages on your behalf, or guarantee prevention of future conflicts. Live connectors, continuous monitoring and automatic send controls are in development. The browser workbench lets you explore the current mapped-field prototype without uploading a file.

Data arrangements come first

We agree in writing on authorised data, access, secure transfer, processing, retention and deletion before receiving customer communications. No full mailbox archives, passwords, tokens or payment card details belong in the enquiry form. See the privacy notice for the current approach.

Submitting an enquiry does not purchase an audit. SIMUL Interlock is offered by SIMUL ENERGY O/A SIMUL INTERLOCK; the final invoice identifies the seller and applicable tax.