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AI lead qualification + CRM automation

Score, enrich, and route inbound leads before a human ever opens them.

Inbound forms, emails, and calls get turned into structured leads with intent signals, fit score, and the next action — synced straight into your CRM.

What this label means: A working demo you can try. Shows behavior we can adapt to your team's data and tools.

Problem

Sales teams burn hours qualifying leads manually. Good leads go cold while bad leads get followed up. Most CRMs only store data, they do not act on it.

How it works

  1. 01

    Capture

    Forms, email, calendar, and call transcripts feed into a single intake pipeline.

  2. 02

    Enrich

    Each lead is enriched with public company data, role signals, and intent keywords.

  3. 03

    Score and classify

    An LLM applies your ICP rules, returns a fit score, urgency, and rationale you can audit.

  4. 04

    Route and act

    High-fit leads get assigned, briefed, and replied to. Low-fit leads get a polite no automatically.

Business value

Triage time
−80%
Hours back per rep, per week.
Response speed
Under 5 min
From form submit to first reply.
Pipeline quality
Higher
Reps spend time on real fit.

FAQ

Common questions

Will it actually plug into our existing CRM?
Yes. Real implementations write back into HubSpot, Salesforce, Attio, or Pipedrive — ownership, status, fit score, rationale, and next action. The point of this system is to live inside your CRM, not beside it.
How do you avoid replying to good leads with the wrong tone?
Drafts default to a review queue with side-by-side context. Auto-send only unlocks for narrow segments where accuracy is proven. Your tone, ICP, and disqualification rules are baked into the configuration.
Is this a SaaS product or a build?
It is a build-ready demo. We use it as a starting point and ship a customized implementation around your CRM, your data, and your routing rules — see the AI integration & automation service for how that engagement runs.

Adapt this system to your workflow

This is a demo of an architecture we can adapt for you. Tell us your tools and workflow and we will scope what an Ideaplexa-built version looks like — timeline, integrations, and what stays a human decision.