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Capture and Qualify Business Leads with AI
Use an approved inbound qualification flow to capture enquiries, organize lead details and route opportunities to your sales team. Explore CRM and booking options by scope.
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About this service
What we will deliver
Turn incoming enquiries into structured information your sales team can review. We help set up a bounded AI-assisted qualification flow using approved questions and routing rules.
What We Can Help With
Ask approved lead qualification questions through a supported inbound channel.
Capture responses and send them to an agreed destination.
Map fields into one supported CRM when included.
Apply agreed scoring or booking rules with human controls in the relevant tier.
How the Service Works
1. Define qualified-lead criteria and approved customer questions.
2. Confirm channel eligibility, permissions, privacy requirements and destinations.
3. Build and test the agreed qualification and routing paths.
4. Review test leads, escalation behavior and handover.
Explore Our Packages
Basic, Standard and Premium describe listed package scopes, features and prices. You can order a suitable package directly or message us to discuss a tailored solution. Additional requirements may affect the final scope, price and delivery.
What We'll Need
Approved qualification criteria, sample leads and questions.
Authorized channel and destination access, plus privacy or opt-in wording.
CRM mappings, scoring rules and calendar access for applicable tiers.
Important Limitations
This is for approved inbound enquiries, not spam or purchased lead lists.
Lead scoring and AI assistance do not guarantee conversions or sales.
Before you choose a package
Use the package details and service FAQs to check fit. Confirm anything unclear with Crevli before ordering.
- Scope and access: agree the outcome, required inputs, account permissions and exclusions. Never send passwords or secret API keys in chat.
- Software costs: confirm any subscriptions, hosting, licenses or usage charges separately. Do not assume these are included in the package price.
- Delivery and handover: confirm when the delivery period starts, how the work will be reviewed, and which files or access will be handed over.
- After delivery: check the included revisions and agree any additional fixes, support or maintenance in writing. Do not assume ongoing support is included.
Before you get started
Frequently asked questions
It asks approved qualification questions through an agreed inbound flow, captures customer responses and routes leads to an agreed destination or team. The number of paths, integrations and automation rules depends on the package. It does not guarantee a qualified lead will buy.
Basic ($149): one inbound flow, up to five questions, one supported destination and five test leads. Standard ($449): up to two paths, ten questions total, one supported CRM field mapping, human escalation and fifteen tests. Premium ($999): up to three paths, one CRM integration, one calendar integration, approved scoring rules, approval-controlled CRM writes and thirty tests. Features are package-specific, not automatically cumulative.
Agreed automated lead-scoring rules and one supported calendar integration are included only with Premium. Basic does not include scoring or booking; Standard includes CRM mapping and human escalation, but not automated scoring or calendar booking. Any additional rules or calendars require separate scoping.
We first confirm the supported inbound channel, permissions and destination or CRM. Depending on fit, tools may include Voiceflow, Dify, n8n, Make, HubSpot or Airtable. Compatibility, account access, API limits and any extra integration work must be verified before implementation.
No. This service is for approved inbound enquiries and permission-based handling. Purchased or scraped lists, unsolicited outbound messages, spam campaigns and unrestricted CRM updates are not included. You must provide appropriate privacy notices or consent wording where required.
Provide your lead qualification questions, definition of a suitable lead, approved language and privacy or opt-in text where applicable, supported entry point and destination access, plus representative test leads. Standard also needs CRM fields and escalation details; Premium needs approved scoring criteria, CRM-write permissions and calendar access.
No. Third-party platform subscriptions, CRM fees, API or AI usage, hosting and ongoing maintenance are separate unless a written proposal explicitly includes them. A package's test leads are for acceptance testing, not unlimited ongoing production usage.
Basic is estimated at 3 days with one consolidated in-scope revision round; Standard at 6 days and Premium at 10 days, each with two rounds. Timing starts after required inputs and authorized access are accepted. Defects against agreed acceptance criteria are corrected without using a revision round; new features or changes require a separate quote.
Yes. We can discuss alternative lead criteria, supported channels and a bespoke CRM or booking scope. The listed package prices are illustrative.
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