Lead qualification and routing

Lead qualification and routing: faster lead response, less rep busywork, pipeline under control.

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Lead qualification and routing

Lead qualification and routing pays off when we remove deal busywork — not when we “add AI”.

We connect ads, CRM and documents: lead → qualify → quote → follow-up → order.

AI helps with copy and qualification; process discipline stays in CRM.

Typical problems

  • Reps spend hours building proposals
  • Leads go cold without follow-up
  • Managers cannot see true pipeline health
  • Deal data lives in chats and sheets

What you get

  • Qualification and routing rules
  • Proposal / email / task templates in CRM
  • Automated reminders and nudges
  • Stage conversion dashboard

How we solve it

01

Audit & ROI

We map the current process, loss points, and calculate impact before development starts.

02

Architecture & integrations

We design workflow, CRM/ERP/API links, and an AI layer only where it delivers measurable value.

03

Delivery & handover

Production launch, documentation, team training, and optional SLA support.

Typical impact

−40–80%

manual work in the target process

2–8 wks

to first production release

3–6 mo

payback on a typical project

Sales department automation

Configure automation for your templates and CRM, test, and launch in sales.

Service details

FAQ

Good for SMB?
Yes. Often we start with proposals and follow-up — impact in 2–3 weeks.
Must we change CRM?
Rarely. We configure amoCRM or Bitrix24 you already use.
Will reps resist?
We automate busywork, not selling. Reps stay deal owners.

Discuss your project

Describe the process or integration — we reply within 4 business hours.