Sales Intake Agent

An AI role for lead intake and classification, prioritization, and next-step in your CRM. For SMB sales teams with a high volume of inbound leads and manual qualification with no shared standard.

Flagship

Lead prioritization: a single qualification standard and a "who to contact now" list, with the reasoning behind each priority.

Who it's for

Sales managers, RevOps, owners handling leads from a form, email, and messengers.

Pilot

€500 · 2 weeks · 1 intake channel. After — from €420/mo + tokens.

Key capabilities

The agent handles intake and initial qualification — the sales manager makes the commercial decisions.

Intake and lead classification Initial processing of leads from a form, email, and messengers by agreed rules.
Rules-based prioritization Ranking leads by signals, ICP fit, and urgency — a transparent list for first contact.
A next-step draft for the manager A recommended action, context, and talking points — ready for review before sending.
Status updates in the CRM Stages, priorities, next actions — an up-to-date pipeline without manual copy-paste.
One standard across channels Fewer drops between form, email, and messenger — a single qualification logic.

Boundaries (human-in-the-loop)

The agent doesn't close a deal in place of the sales manager
Commercial terms and the final decision on a lead are approved by a human
Low-signal cases (incomplete form, spam) are flagged for manual review
The AI draft saves time — the human owns the outcome

Integrations for the sales workflow

Works on top of your CRM — it doesn't replace your sales stack, it complements intake and qualification.

CRM Email Web forms Messenger / chat REST API Google Sheets