Automated Lead Intelligence
& CRM Engine
Hours lost in inbox triage
High-intent leads were sitting in an inbox for hours, while the sales team wasted time manually sorting through low-quality inquiries. There was no instant speed-to-lead and no consistent CRM logging.
A 4-layer autonomous workflow
We built a system that qualifies, scores, and routes leads in real time, eliminating manual intervention entirely.
Capture
Instant data intake via Tally.so webhooks. No manual entry required.
AI Intelligence
The system analyzes inquiry intent, budget, and urgency. It generates a 1-10 lead score and a personalized draft reply based on the prospect's specific needs.
Orchestration
The brain of the operation. It interprets the AI score and determines the exact business action required.
Intelligent Routing
Hot leads trigger HubSpot deals and urgent Slack alerts. Warm leads enter nurture sequences. Cold leads get logged in Airtable.
Score-based business actions
- Immediate HubSpot deal
- Urgent Slack alert
- Personalized email sent
- HubSpot contact created
- Standard Slack notification
- Automated nurture sequence
- Airtable archive entry
- Automated generic reply
- Marked for monthly review
Measurable, day-one impact
- Response TimeReduced from several hours to under 30 seconds
- Efficiency100% of leads qualified and logged without human intervention
- AccuracySales team focuses only on high-intent hot leads, increasing conversion rates
Want a system like this for your sales pipeline?
Start with the AI Readiness Form. We'll map a similar engine to your specific stack and traffic profile.
Start with the readiness form