AI lead qualification: scoring, follow-up and sales
We score each contact based on their interest, automate follow-up and give your sales team assistants that prepare the groundwork, all connected to your CRM.
Not every contact is at the same stage
Web forms, campaigns, calls, trade fairs or email: contacts come in through many channels, and the sales team can't give them all the same attention. Without clear criteria, the most recent contact gets called first, not the most interested one, and those who needed a second touch go cold.
Automatic qualification brings order to that flow: each lead gets a score based on signals of interest, follow-up is triggered automatically and the team gets an alert when it's time to step in. AI sales assistants also help prepare the information on each account.
Everything runs on the CRM you already use. The goal isn't to add another tool, but to make the one you have work with complete, up-to-date data.
What's included
Automatic lead scoring
Scoring based on source, profile and behavior, with criteria defined together with your team.
Personalized follow-up
Emails and messages sent according to each contact's interest and stage.
Lead alerts
A notification to the salesperson when a new contact comes in or an existing one's score goes up.
Assistant for the sales team
An internal agent that can, for example, summarize an account's history or draft follow-up messages.
24/7 lead capture
A website assistant that answers questions, collects details and logs the lead in the CRM.
CRM integration
Everything stays in sync with the CRM, email and the tools you already use.
How we implement it
Funnel analysis
We review channels, contact volume and how follow-up is handled today.
Profile and signals of interest
We agree with sales on which data and behaviors indicate real interest.
Workflow design
We define scores, follow-up sequences, alerts and error handling.
Integration and go-live
We connect forms, email and CRM and activate the workflows with monitoring.
Review with sales
We compare scores with closed deals and adjust the criteria.
What you need to get started
- A CRM or, at the very least, an organized record of contacts.
- An idea of what sets a good customer apart.
- A history of contacts that turned into sales and those that didn't.
- Someone on the sales team to validate the criteria.
Scoring and personal data
Lead scoring works with personal data and builds profiles of contacts. Before activating it, check under GDPR the legal basis for processing the data, what information contacts are given and which decisions stay with the team.
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Your questions, answered
What is lead scoring?
It's a system that gives each contact a score based on their profile and behavior, such as what they ask about, the emails they reply to or the appointments they request. It helps you prioritize those closest to buying and automate follow-up for the rest.
Do I need to change my CRM?
No. We connect the automations to the CRM, email and tools you already use. If you don't have a CRM yet, we help you choose an existing tool, adapt an open-source one or build a custom one.
Does the AI decide who to call?
The AI sorts and suggests; the sales team decides. The criteria are defined and reviewed with sales, and it's worth checking regularly that high scores match real deals.
Which industries does it work in?
Any company with a sales process and more contacts than the team can give equal attention to. One example is real estate, where lead scoring and personalized follow-up for each contact are a particularly good fit.
Bring order to your sales funnel
We analyze how you manage your contacts today and show you what can be automated.
Request a free analysis