How We Work
One build standard. Every client, every time.
Apex Flow follows a fixed, five-stage sequence on every engagement: the same standard whether it's your first build or your fiftieth month on retainer. Nothing depends on memory, and any deviation gets documented before go-live.
Five Fixed Stages
Every build follows the same sequence.
Lead Capture & Qualification
Every lead lands in one queue, automatically.- Dedicated intake queue
- Automatic assignment rules
- Source & channel tagged at intake
Lead Conversion
One action, three clean records.- Account, Contact & Opportunity created
- No custom conversion logic
- Standard deal path: Discovery → Proposal Sent → Negotiation
Closing & Governance
Nothing closes without a sign-off.- Approval process on every Opportunity
- "Pending Sign-Off" triggers approval request
- On approval, auto Closed-Won & locked
Delivery & Onboarding
The moment a deal closes, delivery starts itself.- Delivery record auto-created & linked to account
- Data inventoried, fields & statuses standardized
- De-duplicated; documents linked from cloud storage
Retainer & System Health
The system stays healthy after we hand it over.- Monthly system health check
- Workflow audit & automation patching
- 24-hour SLA for support tickets
Built-In Guardrails
Precise License Model
Roles are scoped to exactly what each job requires, so you only pay for the seats you actually need, whether that's five or five hundred.
Storage-Aware Architecture
We treat storage limits as a hard constraint from day one: brief text notes on records, heavy files linked from cloud storage.
Documented Deviations
If a build has to deviate from the standard, it's written down and flagged before go-live, never left as an undocumented exception.
Ready When You Are
See how your pipeline maps to this standard.
Book a strategy call and we'll walk through where your current process holds up, and where it's costing you deals.