Lead qualification
Clarifies needs, timing and decision criteria. Prepares a short brief and agrees the next contact.
How it works
The starting point
An inbound enquiry or a request consenting to a callback.
Conversation flow
- Confirms that the enquiry is current and the caller is available.
- Asks agreed questions without pressuring the caller.
- Saves the brief, assigned manager and next step.
Connected systems
CRM · Calendar · Website forms
When a person takes over
Custom pricing, contract terms and technical commitments require specialist approval.
Own hardware
Enquiries and conversation logic stay in your environment. The local agent fills approved CRM fields through an adapter.
International APIs
A CRM event triggers the agreed call. We validate the platform’s structured result before writing it to the CRM.