Lead qualification
Every enquiry answered, qualified and filed.
Nobody who rings about buying from you waits for a callback. The agent answers, finds out what they need, whether they're a fit and who decides — and writes it into your CRM before the call ends. The warm ones go straight to a person.
What the agent does
A conversation, not a questionnaire.
Qualifies
What they need, their timeline, their budget if they give one, and whether they can sign — asked naturally, and left blank rather than guessed.
Files the lead
New, qualified, proposal, won or lost — each caller lands at a stage your team can filter on.
Routes the hot ones
Transfers a ready buyer to a person on the spot, or posts them to Slack with everything the agent heard.
A typical workflow
From "I'm interested" to your CRM.
Inbound call→ Recognise the caller→ Qualify→ Save the lead→ Transfer if hot→ Post to Slack
Channels
VoiceWhatsAppWeb chatEmail
Connects to
HubSpotSalesforceAttioCloseSlackMicrosoft TeamsGoogle Sheets
What you see · CRM app
Open leads38
Qualified12
This week54
Priya S. · Bramble · team planqualified
Owen F. · pricing questionnew
Nia C. · Halyardwon
Illustration — leads by stage, with what each one wants.