Sales and lead qualification agents

Sales agents respond to new inquiries instantly, ask your qualification questions, score intent, book meetings for your team and keep your CRM up to date.

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01New lead

A new lead arrives from any source.

02Qualify

The agent replies within seconds and asks qualifying questions.

03Score

It scores the lead against your criteria.

04Book

Qualified leads get a meeting; others receive nurturing follow-ups.

05Log

Everything is logged in your CRM.

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New leadLead formsCRMScoringYour teamAI agentGuardrailsLive and monitored
How sales and lead qualification agents work, step by step

What are AI sales and lead qualification agents?

AI sales and lead qualification agents reply to every new lead within seconds, ask your qualification questions, score intent and book meetings with the right salesperson.

Speed matters in sales: leads contacted quickly are far more likely to convert. A qualification agent makes sure no inquiry waits, and your sales team spends its time on qualified opportunities.

Sales and lead qualification agentsExample

Is the three-bedroom apartment still available?

Yes, it is. What budget range are you considering, and when would you like to move?

Within two months.

Great. An advisor can show you the apartment on Saturday at 11 AM. Shall I book it?

What it handles

  • Instant replies to web, ad and WhatsApp leads
  • Qualification questions and scoring
  • Meeting booking with the right salesperson
  • Follow-up sequences
  • CRM updates and notes

How it works

  1. A new lead arrives from any source.
  2. The agent replies within seconds and asks qualifying questions.
  3. It scores the lead against your criteria.
  4. Qualified leads get a meeting; others receive nurturing follow-ups.
  5. Everything is logged in your CRM.

What to measure

We agree on these numbers before launch and report on them every month.

Speed to lead

Time from inquiry to first reply.

Qualification rate

Share of leads that meet your criteria.

Meetings booked

Qualified meetings added to calendars.

Pipeline value

Opportunities created from agent conversations.

Guardrails

  • Your qualification criteria, not guesses
  • Consent-aware messaging
  • Clear handover to sales
  • Transparent scoring reasons

Integrations

HubSpotSalesforceZoho CRMPipedriveGoogle CalendarMeta lead forms

Where it fits

Real estateEducationFintechTravel and hospitality

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Common questions

Straight answers. If yours is not here, ask us directly.

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Which CRMs do you support?

HubSpot, Salesforce, Zoho CRM, Pipedrive and others with an API.

Can the agent follow up automatically?

Yes. It sends follow-ups on your schedule and stops when a lead replies or opts out.

Can we define our own qualification questions?

Yes. You set the questions, scoring rules and routing.

Put sales and lead qualification agents to work.

A free 30-minute discovery call, an honest read on scope and cost, and a clear next step.

Start a projectBook a discovery call