AI Lead Qualification & CRM Automation
Turn inbound leads into sales-ready opportunities, with less manual work.
Qualify helps B2B sales teams automate the repetitive work between receiving a new lead and getting it ready for sales follow-up. From qualification and lead summaries to CRM updates and routing, we design practical workflows around your existing sales process.
Start with your current workflow. Identify the bottlenecks. Define an automation project around your actual needs.
Sample workflow
IllustrativeNew lead
Form enquiry received
Qualification
Checked against agreed criteria
CRM update
Record created, fields populated
Sales handoff
Owner notified with summary
The problem
Your sales team should spend less time processing leads and more time talking to the right prospects.
When incoming enquiries require manual research, qualification, CRM updates, and assignment, valuable sales time gets spent on administration. A well-designed automation workflow can reduce repetitive tasks and help your team apply its qualification process more consistently.
Common issues for teams handling leads manually:
- Repetitive manual lead research
- Inconsistent qualification and data entry
- Slow or unclear lead handoffs
- CRM records that need unnecessary manual updates
What we automate
A practical workflow built around your sales process.
Each project uses the steps that fit your situation. Not every workflow needs all six.
- 01
Capture
Collect incoming leads from an agreed source, such as a website form or shared inbox.
- 02
Qualify
Evaluate available information against the business's agreed qualification criteria.
- 03
Enrich and summarize
Where appropriate and technically feasible, gather relevant company information and create a concise lead summary.
- 04
Update the CRM
Create or update records and populate agreed fields.
- 05
Route and notify
Send the lead to the appropriate person or team using agreed rules.
- 06
Handle exceptions
Flag uncertain, incomplete, or low-confidence cases for human review when appropriate.
Deliverables
A defined implementation, not another open-ended AI experiment.
Every project begins with your existing workflow, requirements, and systems. We define the scope before implementation so you know what is being built, which integrations are included, and how the finished workflow will be tested.
Typical deliverables
- Workflow assessment and requirements mapping
- Agreed lead qualification rules and scoring logic
- Configuration of the agreed workflow and integrations
- CRM field mapping and agreed record updates
- Lead routing and notification logic where required
- Testing against representative examples
- Documentation and handover
The final scope depends on your systems, integrations, complexity, and agreed requirements.
Who it's for
Designed for B2B teams with inbound leads to process.
Qualify is best suited to B2B businesses that already receive relevant enquiries but still rely on manual research, qualification, or CRM administration before their sales team can act.
Potential fit
- B2B service providers and consultancies
- B2B technology and SaaS businesses
- Sales teams working with a CRM and repeatable qualification criteria
- Businesses with enough incoming leads for repetitive processing to become a real burden
May not be a fit: companies with almost no inbound leads or without a clearly defined sales process.
How it works
From your current process to a tested workflow.
- 1.
Understand
We discuss your lead sources, existing CRM, qualification criteria, and manual bottlenecks.
- 2.
Define
We establish the workflow, scope, integrations, deliverables, and agreed project cost before implementation starts.
- 3.
Implement and test
The workflow is configured and tested against representative scenarios. Uncertain cases and exceptions are addressed according to the agreed requirements.
- 4.
Handover
You receive an explanation of the completed workflow and the documentation needed to operate it.
Who you work with
Direct communication. Clear scope. Practical implementation.
You work directly with the person responsible for understanding your requirements, defining the workflow, coordinating implementation, testing the result, and guiding you through handover. Where a project requires specialist technical expertise, implementation support can be arranged around the agreed scope.
FAQ
Common questions
What systems can you integrate with?
The available integrations depend on your existing CRM, lead sources, APIs, and technical requirements. The exact combination is confirmed before the project scope is agreed.
Do I need to change my CRM?
Not necessarily. The objective is to design a suitable workflow around your existing tools wherever technically feasible.
Will AI make every qualification decision correctly?
No AI system should be assumed to be correct in every case. Qualification criteria, testing, exceptions, and appropriate human review are part of designing a reliable workflow.
How much does implementation cost?
The cost depends on the systems involved, integrations, complexity, and requirements. The scope and price are agreed before implementation begins.
How long does implementation take?
The timeline depends on the agreed scope, integration complexity, system access, and required testing. A realistic timeline is provided once the requirements are understood.
Do you offer ongoing support?
Post-launch support can be discussed and agreed separately, based on what your workflow needs.
What happens during the intro call?
In a 30-minute call we discuss your current lead-handling workflow, identify potential manual bottlenecks, and determine whether an automation project would be worthwhile. There is no obligation to buy anything.
Let's make your lead-handling workflow more efficient.
Tell us how new leads currently enter your business, how your team qualifies them, and which tasks consume the most time. We will discuss whether an AI-assisted workflow is a practical fit.
Book an Intro Call