CRM and data · Lead qualification
Every prospect arrives qualified in your dashboard
The agent asks your qualifying questions — need, budget, area, timescale — and creates a structured record. Your team calls back already knowing everything.
- 14-day free trial
- 30 minutes included
- Prices excl. tax
- No commitment
- Add minutes at any time
- Move up a plan when your volume grows
Qualified request
High interest- Need
- Renovation quote
- Area
- North London
- Budget
- £8k – £12k
- Timescale
- Within 1 month
Next action: callback tomorrow 9 am
What it’s for
- Prioritise hot prospects
- Screen out off-target requests
- Prepare quotes faster
Included from the Assistant plan
$249 excl. tax / month · 1,000 min / month
How it works
- Step 1
List your criteria
The information you must have before calling back.
- Step 2
The agent qualifies
It asks the questions in a natural order.
- Step 3
The record is created
With an interest score and the next action.
Use cases
- Quote requests
- Property prospects
- Campaign leads
Ready to automate your calls?
14-day free trial — 30 minutes included — prices excl. tax — no commitment
Talk to an adviser
Leave your number: we will call you back to answer your questions.
Prices in US dollars (USD), excl. tax — local taxes added where applicable. A dedicated phone number is optional and billed monthly.