Agent
Leads AutomationLeads that route themselves.
Score, route, enrich, and follow up with leads from one automated workflow. We configure the workflow, connect your tools, test the edge cases and keep the agent aligned with your team after launch.
The short version
Leads Automation That Helps Sales Move Faster. It connects the tools you already use, follows your rules, and keeps a human review step where it matters.
What it does
Capabilities,
in plain words
No jargon, no magic. Here's what the agent actually handles.
Enrich every lead
Pulls firmographic, technographic, and signal data from public sources and your stack so every record arrives ready to action.
Score by intent
Combines fit and behavior into a calibrated score, with explanations the SDR team can actually read.
Draft outbound
Personalised first-touch emails that reference real signals — funding, hiring, tech changes — not generic merge fields.
Route in real time
Hot leads go to the right owner instantly with the context they need; cold ones queue for nurture without slowing the pipeline.
Update the CRM
Activity, stage changes, and qualification notes write back automatically — your team stops chasing fields and starts working deals.
Catch silent churn signals
Flags accounts going dark, decision-maker changes, and competitor moves so AEs intervene before renewal becomes a problem.
How it works
A short,
honest loop
Every step has an inspection point. Nothing happens in a black box.
- /001/
Capture
Forms, chat, paid traffic, demo bookings, and partner referrals all feed one ingest endpoint with dedupe and identity resolution.
- /002/
Enrich & score
The agent enriches with the data sources you trust and runs a fit + intent score that's explainable, not a black box.
- /003/
Route & draft
High-scoring leads route to owners with a draft first-touch and the signals that justified the score.
- /004/
Sync & learn
Outcomes write back to the CRM; the scoring model retrains on closed-won and closed-lost so the lift compounds.
Use cases
Where it
pays off
A few of the places teams put it to work.
Demo request triage
Replace the round-robin with intent-based routing so SDRs only call the leads worth calling — and never miss a hot one again.
Outbound personalization
Marketing builds the playbook; the agent writes the personalized first touch and the SDR sends after a 30-second review.
Account expansion
Customer success gets alerts on existing accounts showing buyer-intent signals for adjacent products.
Integrations
Plays nice with
your stack
Connects with the tools you already use. Don't see yours? Ask us.
- /001/Salesforce
- /002/HubSpot
- /003/Pipedrive
- /004/Apollo
- /005/ZoomInfo
- /006/Clearbit
- /007/Slack
- /008/Gmail
- /009/Outlook
- /010/Segment
- /011/Webflow
What you get
What ships
with it
You walk away with a working system, clear docs and a team that knows how to run it.
- /001/A configured lead-scoring + routing agent connected to your CRM
- /002/Outbound drafting templates tuned to your tone and offer
- /003/Live dashboards for queue health, response times, and conversion
- /004/Closed-loop reporting that ties pipeline outcomes back to lead sources
- /005/Operator runbook plus monthly tuning sessions for the first quarter
FAQs
Questions teams
ask us
Short, direct answers to what comes up most in discovery. Didn't find yours? Just ask ↗
No. It removes the parts they hate — manual research, copying fields, choosing who to call — so they spend time on the conversations.
We start from your closed-won/lost data, layer fit and intent signals, and calibrate against a holdout. The score comes with explanations the team can read.
Drafts use real signals and your team's voice. SDRs can review before sending so quality stays under human control.
Salesforce and HubSpot are first-class. Pipedrive, Close, and Zoho can work through APIs; we will confirm fit in the discovery call.
More agents
The rest of
the crew
Most teams start with one and add another once the first one earns its keep.
Smart Document Analyzer
Extract, summarize, search, and organize documents without manual review
E-Commerce AI
Improve product recommendations, support, inventory planning, and customer insights
Meeting Booker
Qualify leads, check calendars, and book meetings without back-and-forth messages
Your move
See it on your
own data
A 30-minute discovery call covers your workflow, what Leads Automation would touch, and an honest answer on fit.