Lead Qualifier

Capabilities

What the Lead Qualifier does

Scores, enriches, and routes every inbound lead — automatically

✨

CRM Integration

Customer lookup, record updates, lead capture

✨

Sales Automation

Proposals, deal tracking, win-loss analysis, follow-up sequences

✨

Data EnrichmentNEW

Deep prospecting and account intelligence

✨

Communications

Email and SMS messaging

✨

Referral Network

Partner integrations and referral tracking

How it works

End-to-end resolution pipeline

1

Lead Arrives

New lead captured by Frontline Agent or form submission

2

Enrich

Waterfall enrichment across 6+ data providers

3

Score

BANT scoring with configurable weights and thresholds

4

Route

Hot → Sales, Warm → Nurture, Cold → Log

5

Update CRM

Full record update with enrichment data and scores

Why it’s different

Manual process vs. Lead Qualifier

Capability	Manual Process	Lead Qualifier
Lead scoring	Manual spreadsheet review	Automated BANT scoring with configurable thresholds
Lead enrichment	Copy-paste from LinkedIn	Waterfall enrichment from 6+ providers, automatic
Response time	Hours to days	Seconds — hot leads routed immediately
Routing	Manual assignment	Automatic routing based on score and rules
Data quality	Incomplete records	Multi-source enrichment fills gaps automatically
Audit trail	Email threads	Full scoring history with data sources logged

Channels

Deployment

🔌 API

💬 Web Chat

Measurable results

KPIs tracked in your dashboard

< 30s

Lead response time

3x

Lead conversion improvement

100%

Leads scored and enriched

0

Leads lost to slow follow-up

Best fit

Industries where the Lead Qualifier thrives

💆

Med Spas & Clinics

High-intent consultation requests scored by treatment interest, insurance, and budget signals.

🏠

Home Services

Seasonal lead spikes qualified by project scope, property data, and urgency.

🏢

Real Estate

Buyer leads scored by budget, pre-approval status, and property preferences.

⛵

Yacht Brokerage

High-value leads scored by affluence, vessel preferences, and buying timeline.

💼

Professional Services

B2B leads scored by company size, authority level, and project timeline.

📚

Education

Student leads qualified by program interest, enrollment timeline, and financial aid eligibility.

FAQ

Frequently asked questions

The Lead Qualifier ingests inbound leads from your website, email, or CRM, researches them across 6+ data providers, scores them using BANT criteria, calculates affluence and intent signals, and routes hot prospects to your sales team in seconds. No manual lead review.

It integrates directly with Salesforce, HubSpot, Pipedrive, and other CRM platforms. Leads are enriched and scored in real-time, then automatically assigned to sales reps based on your routing rules. Results are logged to your CRM instantly.

Every interaction with the Lead Qualifier counts as one AI response against your plan's monthly pool. Your plan includes a set number of AI responses per month (Starter: 500, Growth: 2,000, Pro: 6,000). Overages are billed at your plan's per-AI-response rate.

Absolutely. You define your BANT criteria, scoring weights, affluence signals, routing rules, and which data providers to use. The Qualifier adapts to your sales process and ideal customer profile exactly.

If a lead lacks sufficient data or signals are inconclusive, the Lead Qualifier flags it as needing manual review and provides all research performed so far. Your sales team can then make the final call with full context.