Lead qualification (BANT/CHAMP)
Analyzes the inbound request and the prospect's on-site behavior, assigns a score, and routes leads to managers by priority and fit.
When to use it
Businesses with 50+ inquiries a week, where reps spread themselves thin chasing the wrong leads.
How it works — example
- Input
- A website inquiry: "Want to learn about CRM rollout, company of 20 people, budget 50K."
- Agent actions
- The agent scores by budget, size, and readiness, reviews how the prospect navigated the site, and sets a priority.
- Result
- The lead gets a score of 85/100, a red "hot" flag, and is automatically assigned to a senior rep.
Business impact
1 month: -40% time on irrelevant calls. 3 months: +15-25% sales conversion. 6 months: 0.5-1 senior sales headcount saved.
Similar agents
Finds leads matching your ideal customer profile, writes personalized outreach, handles first touches, and hands managers only the prospects who reply with genuine interest.
Carries the prospect from first contact to closed deal. Sends reminders, shares materials, handles common objections, and hands off to a manager when the prospect is ready.
Reviews a customer's history and tells the rep what to offer next: an add-on product, an upgrade, or complementary services.
Spots customers on the verge of leaving and wins them back with a personal touch before they ever say "I'm cancelling."