Lead qualification & CRM
Every lead answered in minutes, scored and in the CRM before anyone touches it
Leads go cold while they sit in an inbox. AI can read each one as it arrives, look up the company, decide whether it fits, fill in the CRM and draft a reply, so your salespeople start the day with a ranked list instead of a pile of forms.
Sounds familiar?
Where the hours go today
- Leads from forms, ads and email land in different places and some are never answered.
- Salespeople spend the morning copying contact details into the CRM.
- Nobody knows which leads are worth a call until someone researches them.
- Follow-ups depend on someone remembering.
How it works
The same job, before and after.
Qualify and route every inbound lead
A new form submission or email is read, the company is looked up from its website and public data, the lead is scored against your ideal customer, and it lands in the CRM with an owner and a next step.
By hand today
- Form or email arrives
- Someone researches the company
- Copies it into the CRM
- Replies, sometimes days later
With automation
- Lead arrives
- AI researches and scores it
- CRM record with owner
- Reply with a booking link
Follow-ups that happen on their own
No reply after three days, a call that ended without a next step, a proposal nobody answered: the system drafts the follow-up and either sends it or puts it in front of the salesperson to approve.
By hand today
- Someone has to remember
- Writes a follow-up
With automation
- No reply in 3 days
- Follow-up drafted from the history
- Salesperson approves
What you get
- Intake from your forms, ads (Meta, Google, LinkedIn) and email
- Company research and scoring against criteria you define
- CRM records with deduplication, owner assignment and next steps
- First reply and follow-up drafts in your tone
- A weekly summary of where leads came from and what happened to them
Built so it doesn't embarrass you
- Scores come with a reason you can read, not just a number.
- Nothing is sent to a high-value lead without a person approving it, unless you decide otherwise.
- Duplicates are merged, never overwritten, so no history is lost.
Questions
Frequently asked
Which CRMs does this work with?
Anything with an API: HubSpot, Pipedrive, GoHighLevel, Salesforce, Zoho, Close and most others. If you work in a spreadsheet, that works too.
Will AI send emails to my leads on its own?
Only if you want it to. Most clients start with drafts that a salesperson approves with one click, and switch on automatic sending for simple cases once they trust the output.
How does the AI decide whether a lead is a good fit?
You define the criteria: industry, company size, budget, location, what they asked for. The AI checks the lead against them and writes down why it gave the score, so your team can disagree with it.
Not sure this fits your business?
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