Fit
- Repeated inbound enquiries
- Known qualification criteria
- CRM as system of record
Skip to contentB2Shift
FASTER RESPONSE, EXPLICIT SALES RULES
AI Lead Qualification Automation
Capture, enrich and route inbound leads using a documented qualification policy, with uncertain or high-value opportunities sent to a seller.
Discuss this workflowArchitecture
- Form, email or message
- Enrichment
- Policy-based score
- Human review threshold
- CRM and owner update
Permissions & ownership
- Read/write selected CRM fields
- Approved enrichment sources
- Named sales owner
Limitations
- A score is not a buying decision
- Missing data must not become a rejection
- Consent rules apply to outreach
Supported events / actions
- Lead received
- Qualification complete
- Review requested
- Owner assigned
Deliverables
- Scoring policy
- CRM workflow
- Exception queue
- Conversion report