A name arrives
Referral or lead. Market and source on the file.
Names die without an owner.
Referrals and leads on one file. Market, owner, required next step, result, points. The person who sent it can see it did not die.
A name comes in. Nobody owns it. Two people chase the same address. The partner who sent it never hears back.
RealtorContractorSolarOther
About this model
Interactive model — available to test. Powered by SystemX AE.
Public model of SystemX Actions. Fictional data. No production connection.
The map illustrates the interaction. It is not a geographic or cross-product integration.
The production system is not open for general public signup today. The interactive model is available to test.
A model of a part that runs on live rules today. The rules are real; the figures are demo figures. Counted 9 September 2026 from the registration export of 5 July 2026.
See the full model ↗Planning prices. Coming soon. · Interactive model. Not the production system. Production access is not open for general signup.
Three jobs
Someone owns it
Round robin or hand-off. One owner. One next Action.
The Result writes the next
No skip. Points and history stay. The sender can see it lived.
Take the next step.
Choose a result. Complete the action. Watch the record change.
Complete an action and watch the job move.
Lead IntakeNEWL-1042
Marisol Vega
4127 Juniper Lane, Lubbock, TX · Referral
Current action
+1 ptsSchedule Inspection
TaskTodayTue, Sep 15 · Alex Rivera
History
3 events- Schedule Inspection createdDue todaySep 14, 4:12 PM · SystemX
- Assigned to Alex RiveraRound robin · Lubbock North poolSep 14, 4:12 PM · SystemX
- Lead receivedReferral · 4127 Juniper LaneSep 14, 4:12 PM
Built for lead and referral work.
- Work
- Leads and referrals
- Industry
- Realtor, contractor, solar, or other — same engine, different door
- Doors
- XRefer and XLead. Not SKUs.
- Assignment
- Manual or weighted round robin
- Execution
- Action → Result → next Action
- Accountability
- Owner, points, history the referrer can see
- Engine
- Powered by SystemX AE
- Next
- When the Action is inspect, XCam
Two audiences. One product.
XLead and XRefer are presentations of SystemX Actions, with the same product and engine underneath.
XLead
The lead-focused presentation, for contractors and service companies.
- Lead intake
- Market and capability routing
- Smooth weighted round robin
- Ownership
- Follow-up
- Qualification
- Deal handoff
- Points and history
XRefer
The referral-focused presentation, for referral companies, referral networks and authorized participants.
- Referral receipt
- Ownership
- Acknowledgment
- Routing
- Follow-up
- Attribution
- Outcomes
- Relationship history
Try the model. Not open for public sign-up. We activate you.
Try the model. Production coming soon.
The production system is not open for general public signup today. The interactive model is available to test. We activate your company file.