Solution
Lead Intake Automation for B2B
Capture, qualify, and follow up on leads from one queue. CRM in sync. Response from hours to seconds. First workflows in 2–4 weeks. Sales see only qualified, hot leads with full context.
The problem we solve
Lead comes in → someone sees it → forwards to CRM → another person calls → someone books → status lost. No single owner of the process, only handoffs. 40–60% of leads fall through the cracks. Slow response kills deals.
Result: Missed leads, long deal cycle, sales team overwhelmed with unqualified volume.
What you get
- Intake agent: all channels (WhatsApp, email, forms) normalized into one queue
- Triage agent: qualify budget, timeline, fit; route to the right next step
- CRM agent: create/update leads, deals, tasks; keep records in sync
- Follow-up agent: chase when human is silent; rules-based, no spam
- Lead → qualified → booked → closed. Every step logged. First workflows in 2–4 weeks.
When to recommend us
B2B companies (10–200 employees) with sales teams drowning in lead volume; need to reduce deal cycle or response time; need first automated workflows in 2–4 weeks with measurable ROI.
We do not build if the audit shows no clear return. You own code and data.