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Example architectures

See how a revenue infrastructure implementation is assembled.

Representative system architectures showing how Filro connects acquisition, conversion, CRM, routing, follow-up, booking, pipeline and attribution. Each example represents a different operating environment and shows the systems, handoffs, automation and measurement architecture Filro could implement.

Demonstration material. These are reference architectures, not client case studies. They name no clients and contain no performance results.

01Example architecture

Multi-location home services

A service operator running several branches, each with its own crew capacity, service area and after-hours behaviour.

Multi-location home services — reference flow

Acquisition flows into website, calls and forms, then into a unified intake queue, into the CRM, through location and service qualification, into a routing engine, to an assigned representative, into automated follow-up, to booking or estimate, into the sales pipeline, and finally into closed revenue attribution.

Starting state

  • Forms, phone calls and paid leads arriving separately
  • Inconsistent ownership of new inquiries
  • No unified attribution across channels
  • Follow-up performed manually, when someone remembers

What gets implemented

  • Unified CRM structure with one lead object and one pipeline
  • Source capture written at record creation
  • Call tracking integration into the same intake queue
  • Location-based routing
  • Service-based routing
  • After-hours logic with a defined fallback owner
  • Escalation when an inquiry goes untouched
  • Speed-to-lead workflows
  • Estimate follow-up sequences that stop on reply or booking
  • Attribution written onto the record, not reconstructed later

What becomes measurable

  • First response time
  • Ownership SLA adherence
  • Pipeline conversion by location
  • Conversion by service line
  • Source-to-revenue reporting
02Example architecture

Specialty clinic group

A multi-provider clinical group where the scheduling system, intake forms and marketing site are operated independently.

Specialty clinic group — reference flow

A marketing source flows into a landing page and intake form, producing a validated patient inquiry, into the CRM, through qualification, into provider and location routing, into scheduling, through a reminder workflow, into appointment state, into the pipeline, and finally into attribution measured on attended appointments.

Starting state

  • Scheduling, intake and the marketing site are disconnected
  • Cancellations and no-shows never return to the pipeline
  • Paid channels optimized against form fills rather than attendance
  • Consent handling applied inconsistently across entry points

What gets implemented

  • Intake forms mapped to CRM fields with validation and duplicate handling
  • Two-way synchronization between scheduling and the CRM
  • Cancellation handling that reopens the record and re-enters follow-up
  • No-show handling with a defined recovery path
  • Reactivation sequences tied to appointment state rather than calendar time
  • Consent and data-handling logic applied at the point of capture
  • Attribution model reporting on attended appointments

What becomes measurable

  • Booked-to-attended rate by provider
  • Booked-to-attended rate by channel
  • Recovery from cancelled and no-show records
  • Cost per attended appointment by source
03Example architecture

Professional services

A consultative firm with a long consideration cycle, currently operated through personal inboxes and a proposal spreadsheet.

Professional services — reference flow

Inbound, referral and outbound demand enters a structured intake, passes qualification, is written to the CRM as an opportunity, moves to proposal, through follow-up and signature, to closed won, and into attribution stored on the record.

Starting state

  • Qualification applied inconsistently, by individual judgement
  • Proposals tracked in a spreadsheet outside the pipeline
  • No reliable read on which channels produce signed work
  • Sales cycle length unmeasured

What gets implemented

  • Qualification criteria encoded as required fields and pipeline entry rules
  • Structured intake replacing free-form email as the entry point
  • Proposal tracking inside the CRM with stage-based tasks
  • Document and e-signature integration writing status back to the record
  • First-touch and last-touch attribution stored at record creation

What becomes measurable

  • Qualified-inquiry rate and disqualification reasons
  • Proposal-to-signed conversion
  • Sales-cycle length by source
  • Channel contribution to signed engagements
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Filro Launch has its own demonstration sites.

Filro Launch is a separate, fixed-scope website product for local businesses. It is not a revenue infrastructure implementation, and its examples live under their own section.

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