Sales Qualification and Follow-up

Make every enquiry easier to qualify and follow up

Enrich, qualify, score, route and follow up enquiries in the CRM so that opportunities do not disappear between inboxes, calls and spreadsheets.

From incoming information · To controlled action

01 · Inputs
- Web forms, emails, transcribed calls
- Lists and signals (listings, tenders, events)
- CRM history
02 · Processing
- Enrichment (company, role, context)
- Qualification against your criteria
- Scoring and prioritisation
- Follow-up proposal and routing
03 · Human checks
- Human validation of outgoing messages
- Blocking of restricted or opted-out contacts
- Review of scores below the threshold
04 · Outputs & actions
- Complete enquiry in the CRM
- Assigned follow-up task
- Draft message ready to send
- Pipeline reporting

Today

With the system

Enquiries arrive through several channels and some go unanswered.

Every enquiry is recorded, qualified and followed up according to the same rule.

Sales reps prioritise by instinct.

The score and context are visible; the human decides.

The CRM is incomplete.

Data is enriched and kept up to date automatically.

A web enquiry unanswered for three days is enriched, scored and surfaced to the sales rep with a proposed follow-up to approve.

Illustrative example of how the process can work.

Incoming emails and documents → structured data and created tasks

Customer requests → answers, appointments and qualified handovers

Invoices, controls and reporting → structured, reconciled, prepared

Does the AI send messages on its own?

By default, no. Messages are proposed and validated by a human. Automatic sending is only enabled for simple cases and with your agreement.

How do you respect opt-outs?

Contact statuses (opt-out, restriction, relationship managed by a person) are hard stops in the workflow.

Do we need to change CRM?

No. We work around the existing CRM if a viable API or connector exists.

Tell us which tasks consume the most time. We will assess their automation potential and recommend the most appropriate next step.