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Use Case · Intake

A lead on a sticky note.

Whoever answers decides what gets asked. The agent asks the same qualifying questions every time and writes the answers straight into your CRM.

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The Call

Qualified before
you pick up the file.

  1. RingA new enquiry comes in
  2. QualifyService, urgency, location, budget
  3. RecordStructured entry in your CRM
  4. RouteTo the right person on your team
  5. AlertUrgent jobs flagged immediately
What It Handles

No script required.

Lead captureStructured qualificationService typeUrgencyService areaBudget rangeCRM recordsLead routingCaller confirmationPriority alerts
Same questions
Every lead qualified identically, regardless of who was on shift.
Straight to CRM
No transcribing a notepad at the end of the day.
Urgent first
Emergency jobs get flagged the moment the call ends.
Hear it handle one of your calls

Hear it qualify
a real lead.

Free custom demo · Ontario, Canada

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