Step 1: Lead Enters the System
A new lead is created or updated in the CRM.
→ System triggers automatically
Step 2: AI Analyzes Lead Data
The system evaluates key details such as:
• Budget and revenue
• Company size
• Industry
• Job role
• Purchase intent
→ No manual analysis required
Step 3: Smart Qualification Prediction
The AI instantly classifies the lead:
• Likely to Qualify → High potential lead
• Unlikely to Qualify → Low priority
→ Backed by a probability score (e.g., 85%, 95%)
Step 4: Insights & Decision Support
The system also shows:
• Why the lead was scored that way
• Key influencing factors
• Data-driven insights for better decisions
Step 5: Automatic CRM Update
All results are saved directly:
• Qualification status
• Probability score
• AI insights
→ No manual data entry needed