Solutions · Sales

Leads don't get lost between channels

The AI role receives submissions, classifies them by rules, and prepares the next step for the sales manager in the CRM.

Book a call Sales Intake Agent →

The problem

Slow response

Leads wait for hours — conversion drops.

Manual qualification

There's no single standard for first contact.

A CRM without priorities

The manager can't see who to contact right now.

How the role works

Sales intake workflow

Form / Email → AI scoring → CRM lead → next step for the manager

  • Intake from a form, email, or messenger
  • Classification and scoring based on signals
  • A next-step draft for the manager
  • Status updates in the CRM

Expected impact

−30%time to first action
24/7lead intake
↑lead scoring quality

Typical pilot benchmarks — KPIs are agreed during discovery.

In the pilot

1 intake channel, 1 CRM, KPIs for time-to-first-action and lead quality.

FAQ

Who closes the deal? The sales manager — the agent prepares and routes, it doesn't replace sales.

Launch sales intake in a pilot

45-min discovery: process, CRM, first-contact KPI.

Book a strategy call
Book a strategy call