From Permit Alert to Claimed Lead: The Ziplytica CRM Workflow

Intelligence without workflow is a PDF

Ziplytica connects editorial briefs and permit signals to actionable leads inside a territory-aware CRM — available in the browser and as a PWA for field teams.

The standard loop

1. Signal — A permit brief or lead alert fires for a ZIP you hold.
2. Claim — An agent claims the opportunity before seatmates or competitors (per tier rules).
3. Enrich — Skip trace the owner with credits from your monthly pool.
4. Outbound — Send a postcard or handwritten letter from included templates.
5. Track — Move the opportunity through your pipeline with lead alert emails keeping managers in sync.

Manager visibility

The Manager Command Center gives leadership a view of team activity across territories — who is claiming, who is stalling, and where credit burn is concentrated.

Mobile-first execution

Permit windows close quickly. PWA access means agents are not tethered to a desktop to claim and work a hot ZIP signal.