LEAD QUALIFICATION & CRM AUTOMATION

Good leads.
Clear priorities.
Real follow-through.

Connect incoming enquiries to your sales process. Qualify, assign, and follow up with leads while keeping your CRM organised.

CAPTUREQUALIFYCONNECT
EVERY ENQUIRY HAS A NEXT STEP
FROM YOUR LEAD SOURCES
Website forms
Enquiry inbox
Campaign responses
One organised CRM
THE QUALIFICATION LAB

Make your rules visible.

Your team defines what a useful lead looks like. The workflow applies those rules consistently and leaves room for human judgment.

TRY THE QUALIFICATION RULES

A signal becomes a next step.

Change the sample enquiry. See how transparent, agreed criteria can route it.

EXAMPLE SALES PIPELINEILLUSTRATIVE RULES
Clarify0
No sample leads
Nurture0
No sample leads
Sales-ready1
AC

Acme Studio

Sample website enquiry

100/ 100
example score
Assign sales owner
Service fit: up to 40Timing: up to 35Scope: up to 25

Current route: Assign to sales. These are sample rules, not predictions of conversion.

FROM FRAGMENTED TO FOLLOWED THROUGH

A better way to
keep the thread.

Build continuity from the first message to the person responsible for the next step.

WHEN THE PROCESS IS MANUAL

—Enquiries scattered across inboxes

—Duplicate contacts and missing fields

—Unclear ownership

—Follow-ups that depend on memory

WITH A CONNECTED WORKFLOW

A single, structured contact record

Duplicates checked before entry

An owner assigned by agreed rules

A task, reminder, or approved response

OWNERSHIP, WITHOUT THE GUESSWORK

The right enquiry. The right person.

01

One reliable lead record

Combine form and campaign enquiries, check for duplicates, and map the right fields into your CRM.

02

Qualification that fits your team

Use your own criteria for budget, service, and timing to prioritise leads and assign an owner.

03

Follow-through built in

Create follow-up tasks, send approved messages, and stop sequences when someone replies or opts out.

A CONVERSATION, NOT A BLAST

Follow up with
good timing.

Approved messages and clear stopping rules keep follow-up relevant. Replies and opt-outs change what happens next.

  1. 01

    Enquiry arrives

    Send the agreed acknowledgement or assign a response task.

  2. 02

    No reply yet

    Schedule the next appropriate step using your timing rules.

  3. 03

    Prospect responds

    Stop the sequence and notify the assigned owner.

  4. 04

    Ready to talk

    Offer a meeting and move the lead to the next stage.

MEASURE THE PROCESS

Better visibility.
Better decisions.

Speed to lead

Time from enquiry to the first useful response.

Qualification quality

How well the agreed rules identify useful conversations.

Follow-up completion

Whether the next action actually happens.

Meeting progression

How enquiries move toward a booked conversation.

A PLACE IN YOUR EXISTING TOOLKIT
01HubSpot
02Pipedrive
03Google Forms
04n8n

Integrations are scoped around supported APIs, account permissions, and your software plans.

FROM PREVIEW TO YOUR BUSINESS

A launch plan
built around you.

Track speed to lead, qualified enquiries, and booked meetings. Targets are agreed after reviewing your starting point.

01

Define qualification and ownership rules

02

Map sources, fields, and existing contacts

03

Test duplicates, replies, and sequence stopping rules

INVESTMENT & OWNERSHIP

Clear scope.
Clear costs.

Get a proposal tailored to your workflow, integrations, volume, and support needs.

Request your project scope
01

Implementation

Discovery, workflow build, agreed integrations, testing, and handover.

02

Running costs

Hosting, AI usage, calling, messaging, and paid software are identified separately.

03

Ongoing care

Optional monitoring, maintenance, and improvements with clear support terms.

LET’S GET SPECIFIC

Your questions.
Useful answers.

Can we use our own qualification rules?

Yes. You define the service-fit, timing, scope, and routing criteria. The sample score on this page is only an illustration.

What happens to existing contacts?

We define how duplicates are identified and how existing records are updated so a new enquiry does not unnecessarily create another contact.

Does this send outreach automatically?

Only the approved actions included in your scope run automatically. Draft review, reply handling, and opt-out stopping rules are designed with your team.