Lead Automation

An enquiry arrives through the website form. It is profiled, qualified with reasons you can check, logged in the CRM and answered with a draft a salesperson approves.

Simulated dataFrom a fictional company. Nothing on this page sends, posts or calls anything real.

Lead Automation

Simulated data

Enquiry

Website enquiry

Website form · today 08:52 GST

Company: Example Properties Group
Role: Procurement Manager
City: Dubai (Business Bay)
Email: procurement@example-properties.example

“Request pricing for a supply contract for two towers, starting next quarter.”

Company profile

Looked up at step 2

Industry: Company website
Location: Enquiry form
Size: Public company profile
Website: Email domain
Existing customer: CRM lookup: no existing record

Simulated lookups. Each value shows where it came from.

Processing

Step 1 of 7: Enquiry received
(pending)
Step 2 of 7: Company profile built
(pending)
Step 3 of 7: Qualified against your rules
(pending)
Step 4 of 7: CRM record created
(pending)
Step 5 of 7: Follow-up email drafted
(pending)
Step 6 of 7: Follow-up scheduled
(pending)
Step 7 of 7: Salesperson notified
(pending)

AI
Person decides
System
Done

Result

This run will produce

Qualification with reasonsEach criterion tied to words in the enquiry
CRM recordDeal, owner and stage, created without retyping
Draft follow-upWritten for the salesperson to edit and approve

Example outputfor this enquiry

Qualification

4 of 4 criteria met

Decision roleEnquiry form
“Procurement Manager” a role that usually signs off purchasing
Volume signalEnquiry message
“two towers” a multi-building supply contract, not a one-off order
TimelineEnquiry message
“starting next quarter” a stated start date, so the timing is real
Industry fitCompany website
“Real estate development” one of the target sectors in this client’s rules

Rules are configured per client.Illustrative

CRM record

Created

Company: Example Properties Group
Stage: Outreach
Owner: Sales
Value: To be quoted
Source: Website form

New record: the CRM lookup found no existing customer.

Follow-up email

Waiting for you

To: procurement@example-properties.example

Supply contract for two towers

Thank you for your enquiry about a supply contract for two towers starting next quarter. We supply cement, blocks and steel to developers across Dubai and can prepare indicative pricing once we know the expected monthly volumes and site locations.

Follow-up

Scheduled

Mon
Tue
Wed
Thu, scheduled
Fri

Thursday 10:00 GST · if no reply, nudge on Monday

Qualification

Appears at step 3 · Qualified against your rules

Qualification

4 of 4 criteria met

Decision roleEnquiry form
“Procurement Manager” a role that usually signs off purchasing
Volume signalEnquiry message
“two towers” a multi-building supply contract, not a one-off order
TimelineEnquiry message
“starting next quarter” a stated start date, so the timing is real
Industry fitCompany website
“Real estate development” one of the target sectors in this client’s rules

Rules are configured per client.Illustrative

CRM record

Appears at step 4 · CRM record created

Follow-up email

Appears at step 5 · Follow-up email drafted

Follow-up email

Waiting for you

To: procurement@example-properties.example

Supply contract for two towers

Hello,

Thank you for your enquiry about a supply contract for two towers starting next quarter. We supply cement, blocks and steel to developers across Dubai and can prepare indicative pricing once we know the expected monthly volumes and site locations.

Would a short call this week suit?

Sales team, Demo Distribution Co.

Follow-up

Appears at step 6 · Follow-up scheduled

Press Run to watch every step, or step through at your own pace. Nothing is sent anywhere.

Automate our follow-ups

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What this demonstrates

7 steps2 AI1 decision by a person

01Enquiry receivedSystem: Website form · 08:52 GST
02Company profile builtAI: Real estate · 201–⁠500 staff
03Qualified against your rulesAI: 4 of 4 criteria
04CRM record createdSystem: Deal created · Outreach
05Follow-up email draftedPerson decides: Waiting for your approval
06Follow-up scheduledSystem: Thursday 10:00 GST
07Salesperson notifiedSystem: WhatsApp or email · 08:54 GST

In a real deployment

Qualification rules are configured per client.
Outreach waits for a salesperson’s approval before anything is sent.
Records and notifications go to the tools you already use, for example your CRM, email or WhatsApp.

Integration names are examples of what can be connected, not partnerships.

Want this workflow on your own data?

Our contact form is not live yet. Contact details will be published shortly; in the meantime, the demos show what we build.

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