AI lead and opportunity scoring
Turns inconsistent inbound inquiries into a consistent qualification decision — with the reasoning recorded, and a route to a person whenever the case is unclear.
The situation it addresses
Inquiries arrive with different levels of detail. What matters is buried inside descriptions, budgets, timelines, and previous correspondence. Reviewing each one by hand takes time and produces different judgments on different days. A simple points-based score misses the context that decides it.
Where AI is required
Reading a discursive inquiry and assessing fit, commercial potential, and where the difficulties lie — then explaining that assessment in terms a person can check. No rule can read an email and work out what the sender actually needs.
How it runs
- 01Inquiry captured — form, email, marketplace, or CRM
- 02Mapped into one consistent record
- 03Fixed rules applied — your must-haves and exclusions
- 04AI assesses fit, potential, and difficulty
- 05Priority calculated from weighted factors
- 06Uncertain or contradictory? Routed to a person, with the reason
- 07CRM updated with the score, the reasons, and the next action
Decision output: Strong fit · Review required · Low priority · Reject
What makes it trustworthy
The rules you set are applied separately from the AI assessment, so a must-have cannot be argued away. Every score carries its evidence, the risks identified, and what information was missing. A failed AI call produces a visible exception rather than a silent CRM decision.