AI agent · Any industry
Lead qualification and CRM agent
When a lead arrives from your website, ads or WhatsApp, the agent looks up the company, scores the lead against your criteria, fills in the CRM record and drafts a first reply for the right salesperson. It also watches open deals and reminds the owner when a follow-up is due.
- Who it is for
- Sales teams that lose time on research and data entry instead of conversations.
- Typical build time
- 4 to 6 weeks for a first version, depending on your systems
How it works
From request to result, step by step
- 1
Lead arrives
Form, ad, email or WhatsApp
- 2
Agent researches
Company, size, role, fit
- 3
Scores and routes
Against your own criteria
- 4
Updates the CRM
Fields, notes, next step
- 5
Drafts the follow-up
For the salesperson to send
What it does
- Scoring rules you can read and change
- Clean, complete CRM records
- Drafted first replies and follow-ups
- Meeting notes turned into CRM updates
- Stale-deal reminders
- Weekly pipeline summary
Where a person stays in control
- Emails are drafted, not sent, unless you allow it
- Scores show the reasons behind them
- Salespeople can override any decision
Want to see how this would work with your systems?
Tell us which tools you use and roughly how much volume you handle. We will come back with what a first version would cover.
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Have a process that should run itself?
Tell us what your team spends too much time on. We will come back with a clear view of what can be automated and how we would build it.