Segment Your Leads on Autopilot.
Auto-tag leads by industry and potential deal size
Instantly categorize every new lead. Our AI agent automatically identifies a lead’s industry and estimates their potential deal size, tagging them in your CRM for smarter routing and personalized outreach .
See it in action
Auto-tag leads
The One-Size-Fits-All Outreach
Your reps are sending the same generic message to every lead because they have no easy way to segment their list. A lead from a huge manufacturing company gets the same email as a lead from a small tech startup, resulting in low reply rates.
Auto-tag leads
Key Features
AI-Powered Industry Classification
The agent analyzes a lead’s company website and LinkedIn profile to accurately determine their industry (e.g., “Financial Services,” “Healthcare,” “E-commerce”).
Potential Deal Size Estimation
Based on the company’s employee count, revenue, and industry, the AI estimates a potential deal size (e.g., “Small,” “Medium,” “Enterprise”).
Automated CRM Tagging
The agent automatically applies these tags to the lead record in your CRM, making it easy for reps to filter and create targeted lists .
Use Cases
Use-Cases for Auto-tag leads
A Sales Rep
Filtered their lead list by “Manufacturing” and sent a targeted campaign referencing specific industry pain points, which resulted in a 15% reply rate.
A Sales Manager
Used the “Potential Deal Size” tag to route all “Enterprise” leads to their most senior account executives, ensuring their best reps were on their biggest opportunities.
A Marketing Team
Analyzed the industry tags to discover they were getting a surprisingly large number of leads from the “Transportation” sector, which led to them creating new, industry-specific content.
More Agent Template
Remind sales reps to call leads at optimal times
Sends reminders to call leads at times with highest engagement potential.
Auto-send welcome email/WhatsApp after lead creation
Sends automated welcome messages via email or WhatsApp.
Pull inbound leads from website forms into CRM
Automatically syncs inbound leads from website forms into CRM.
E-commerce: Auto-offer abandoned cart discounts
Sends discount offers to recover abandoned carts and boost conversions.
Event Follow-up Agent
Sends follow-ups after webinars, expos, or demos with personalized messaging.
Hot Lead Notifier
Sends instant alerts for high-interest leads based on scoring and behavior.
Inbound Lead Capture Bot
Captures and qualifies inbound leads from web forms, chat, and email.
Cross-platform lead sync
Syncs lead data across CRM, Google Sheets, marketing platforms, and support tools.
Territory-based lead routing
Assigns leads based on location, rep coverage, and regional rules.
Qualify leads automatically using public data
Uses public data to assess lead quality and fit.
Auto-tag leads
Value Proposition
Enable hyper-targeted and personalized sales outreach
Improve the efficiency of your lead routing
Get a clearer understanding of your lead distribution
Allow reps to focus on the highest-value leads first
FAQ
It analyzes the text on their website, their LinkedIn company page, and other public directories to make an accurate classification.
It’s an estimation (e.g., a T-shirt size like S, M, L, XL) based on factors that typically correlate with deal size, designed to help with prioritization.
Yes, you can define your own tagging conventions.
Yes, you can run it across your entire database to clean and categorize your existing records.
The tagging happens in near real-time, usually within a minute of the lead being created.
Automate with AI
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Stop sending generic emails. Start personalizing your outreach with automated, intelligent lead tagging. Activate your Tagging Bot today.
CRM Software has this features:
Every business does things a little bit differently, leading to very diverse needs. While there are some functions that are quite standard across the board, there are often functions that an out-of-the-box solution may not be able to handle.
Thousands of businesses do not use their CRM to its maximum effect, which can reduce productivity, customer satisfaction, and sales. It can be difficult for an organization to implement or manage a CRM tool, especially if they lack the required IT expertise, and what works well for another organization may not work so well for yours
Archiz CRM will Help you with Following features
