Lead Qualification Agent
Scores inbound leads on buying intent, budget and timeline and prioritises the list for the agent — so time goes on the ones that close.
A workflow template for a scoped build. Integrations, permissions and outcomes are confirmed with your team; this page is not a claim of an already deployed client system.
The work it handles
Scores inbound leads on buying intent, budget and timeline and prioritises the list for the agent — continuously, in your systems, in your tone.
In real estate, scores inbound leads on buying intent, budget and timeline and prioritises the list for the agent — so time goes on the ones that close — but doing it manually does not scale. Lead Qualification is the kind of work that piles up when nobody has dedicated time for it. Context is scattered, SLAs slip, and your team ends up on repeat work instead of the decisions that matter.
How it works
Lead Qualification connects to Lead Qual, Real Estate, Funda and your growth & crm stack. It reads your rules, brand voice and live data — then scores inbound leads on buying intent, budget and timeline and prioritises the list for the agent — so time goes on the ones that close. Exceptions land with your team; everything else runs without another dashboard to check.
- Inbound received — Lead Qual · all channels
- Classify & score — Real Estate · intent · urgency
- Match owner or path — Team · queue · self-serve
- Deliver with context — Summary attached · SLA set
- Ambiguous case — Routed to lead for review
What it can deliver
- Lead Qual
- Real Estate
- Routed items
- Priority tags
Potential integrations
Lead Qual · Real Estate · Funda · Salesforce · Exact Online · HubSpot
Access and support are confirmed during scoping. Consequential actions follow the agreed approval rules.
Ownership and operation
Enterprise builds include the agreed code and documentation in your environment. Your team can operate the system, or scope ongoing 187N support.
Review security and data flows ↗Related workflows
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