AI Lead Qualification System
Automatically captures enquiries, qualifies leads, updates a CRM and triggers follow-ups.
This is a concept project: an illustrative design showing how we would approach this problem. It is not a client case study, and the interface shown uses placeholder data.
The problem
Enquiries arrive from web forms, email and ads. Sales teams spend time on poor-fit leads while good ones wait hours for a reply.
Our approach
Every enquiry flows into one pipeline. Rules handle the obvious cases; an LLM classifies intent and fit from free-text messages. Qualified leads are created in the CRM, assigned, and receive a tailored first response within minutes.
Workflow
How it works, step by step
- 01
Capture
Web forms, inbound email and ad lead forms feed a single intake endpoint.
- 02
Enrich
Company details are looked up and duplicates are merged.
- 03
Qualify
Rules + LLM classification score fit and intent, with reasons recorded.
- 04
Route
The lead is created in the CRM and assigned by territory or service.
- 05
Follow up
A personalised email or WhatsApp sequence starts; it stops when the lead replies.
Architecture
System overview
Inputs
- Website forms
- Shared inbox
- Ad lead forms
Processing
- Intake API
- Workflow engine
- LLM classification
Systems
- CRM
- Email / WhatsApp
- Team chat alerts
Key features
- Scoring with human-readable reasons
- Duplicate detection and merging
- Configurable routing rules
- Follow-up sequences that stop on reply
- Weekly pipeline summary
What we'd measure
The metrics we'd agree with you up front to judge success.
- →Time to first response
- →Share of leads followed up
- →Lead-to-meeting conversion
Want something like this for your business?
We'll adapt the approach to your workflow, tools and budget.