Use cases/Lead Qualification
Use case

Lead Qualification

The instant a lead calls or requests a callback, an agent asks your qualifying questions, scores the lead, and routes hot ones straight to a rep.

Qualify every inbound lead in real time.

Custom qualification scripts

Ask exactly the questions your sales team needs, in the order that works.

CRM sync

Pushes captured answers and lead score directly into your CRM.

Instant hot-lead routing

High-intent callers transfer to a live rep before they hang up.

Never lose a lead to slow follow-up

The lead that gets called back in five minutes converts a lot more than the one that waits until tomorrow.

Incoming call · Website lead
CallerI filled out a form about your solar panels.
AgentGreat, a few quick questions. Do you own the home, and is your roof under 15 years old?
CallerOwn it, roof's 6 years old.
AgentYou qualify. I'm scoring this as a hot lead and connecting you to a rep now, hold one second.
Duration0:36
ResultHot lead, transferred live
CRMSynced
<1min
average response time to a new lead
100%
of leads scored and logged
0
leads sitting in a queue overnight
How it works

Up and running in a few steps.

Set your qualifying questions

Whatever your sales team needs to know before a rep gets on the phone.

Connect your CRM

Captured answers and lead score sync automatically.

Set the hot-lead threshold

Decide what makes a lead worth an instant transfer.

Leads get worked while they're still warm

Every new lead gets a call within minutes, not hours.

FAQ

Questions you might have

What if a lead doesn't qualify?+
It's still logged with the details captured, so your team has the context even if it's not routed to a rep right away.
Can I change the qualifying questions later?+
Yes, update the script any time and it applies to the next call, no need to retrain anyone.
Does it work for calls as well as web form leads?+
Both, it can call out the moment a form comes in, or handle it live if the lead calls in directly.
Related

Pairs well with Lead Qualification

Put Lead Qualification on autopilot.

Spin up an agent in minutes, any provider, no lock-in.