Lead management automation
Get each enquiry to the right person with the context they need
We implement the operational path between an incoming enquiry and a responsible sales or support owner. Rules handle predictable steps; AI can summarize or classify text where useful. Your team decides qualification criteria and when a person must review a lead.
We agree scope and fees before work begins.
What we deliver
A defined scope, ready for handover
Intake and duplicate handling
Map required fields, consent data, source attribution and duplicate rules. Validate incoming data before it enters downstream systems.
Routing and CRM updates
Assign owners using agreed territory, product or account rules. Preserve the original enquiry and record changes and delivery failures.
Review and follow-up queue
Prepare summaries or draft replies for review, notify the owner and surface unhandled enquiries. Test retries without creating duplicate outreach.
How we work
Agree, implement, verify
Define the scope
Review the current setup and agree deliverables, responsibilities, access and acceptance criteria before implementation.
Build and review
Work through representative examples, share progress and resolve issues against the agreed criteria.
Launch and hand over
Complete the agreed checks, document known limitations and hand over ownership, instructions and any separately agreed support.
Scope & responsibilities
We use authorized first-party data and agreed CRM permissions. Purchased lead lists, unrestricted scraping and unsupervised outreach are not assumed. Data retention, consent handling and any automatic message sending require a defined scope.
What to share for an estimate
Provide an anonymized enquiry sample, CRM field map, routing rules, response expectations and the current process for handling consent and deletion requests.
Discuss this projectQuestions before you start
Plan the work with clear expectations
Can the agent decide which leads are qualified?
It can suggest a classification against your criteria, with uncertainty surfaced. Your team approves the policy and which decisions require review.
Does this replace our CRM?
Usually it connects the tools you already use. A CRM replacement is a separate project and is not required to automate intake and routing.