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Aitomately
Sales & OrdersAI optional

AI Lead Qualification & Sales Follow-up Agent

Focus your sales time on the leads most likely to buy.

Start AutomatingTalk to Sales

The problem

Leads come from forms, ads and referrals, but follow-up is inconsistent. Good leads go cold while time is spent on poor fits.

Who it's for

  • Real estate agencies
  • B2B service businesses
  • Academies and course sellers

Key features

  • Capture leads from supported forms and integrations
  • Ask configurable qualification questions
  • Categorize leads as hot, warm or cold
  • Suggest follow-up actions
  • Remind sales staff about stale leads
  • Maintain a lead activity history

Example workflow

  1. 1

    A website form posts a new lead to the webhook

  2. 2

    Budget and timeline rules score the lead

  3. 3

    Optional AI reads the message and classifies intent

  4. 4

    A suggested next action is attached

  5. 5

    Stale leads trigger a reminder to the sales team

Configuration requirements

  • Lead source posting to webhook, or CSV export from your CRM/ads
  • Your qualification rules (minimum budget, timeline)
  • AI classification needs Pro included AI or your own AI key
Data columns
ColumnRequiredDescription
nameYesLead name
sourceNoWhere the lead came from
budgetNoStated budget (number)
timeline_daysNoWhen they want to buy (days)
messageNoLead's message
last_contact_atNoLast contact (ISO date)
emailNoLead email

AI requirements

Rule-based scoring works without AI. AI adds message-intent classification.

  • Classify lead intent from the message
  • Suggest a short follow-up message

Often used together