Focus on the Leads That Matter Most

Lead Scoring Agent

Stop guessing and start prioritizing. Our AI Lead Scoring Agent analyzes demographic, firmographic, and behavioral data to rank every lead, so your sales team can focus their energy on the prospects most likely to convert.

See it in action

Lead Scoring

Drowning in Competing Priorities

Your reps are drowning in a sea of leads. They have no way of knowing who is a hot prospect ready to buy versus who is a student doing research. They waste time on low-quality leads while high-intent prospects are ignored and go cold.

Smart lead prioritization

Key Features

AI-Powered Behavioral Scoring

The agent tracks and scores high-intent actions like pricing page visits, demo requests, and webinar attendance to measure active interest.

Predictive Fit Analysis

The AI analyzes your historical “won” deals to build a profile of your Ideal Customer, then scores new leads based on how closely they match this winning profile.

Dynamic Score Degradation

The agent gradually lowers the score of inactive leads, ensuring your reps are always focused on a fresh, engaged list.

Use Cases

Use-Cases for Lead Scoring Agent

B2B SaaS Company

Shifted their SDR team’s focus to only calling leads with an AI score above 80. They saw a 40% increase in their lead-to-opportunity conversion rate.

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Education Tech Provider

Used behavioral scoring to identify past leads who were re-engaging with their website, creating a “reactivation” campaign that generated $200k in new pipeline.

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Financial Services Firm

Aligned their marketing spend with the channels that produced the highest-scoring leads, improving their marketing ROI by 22% and reducing customer acquisition cost.

Read more.

More Agent Template

Inbound Lead Capture Bot

Captures and qualifies inbound leads from web forms, chat, and email.

Auto-tag hot leads

Flags leads with strong engagement signals for immediate follow-up.

Lead Scoring Agent

Scores leads based on fit, activity, and conversion potential.

Hot Lead Notifier

Sends instant alerts for high-interest leads based on scoring and behavior.

Schedule multi-step follow-up

Plans and executes multi-step follow-up campaigns.

Event Follow-up Agent

Sends follow-ups after webinars, expos, or demos with personalized messaging.

Personalized Outreach Bot

Crafts outreach messages tailored to each lead’s profile and history.

Territory-based lead routing

Assigns leads based on location, rep coverage, and regional rules.

Cross-platform lead sync

Syncs lead data across CRM, Google Sheets, marketing platforms, and support tools.

Auto-generate personalized proposals

Creates customized proposals using lead data, pricing logic, and branded templates.

Auto-Scheduler Bot

Books meetings and syncs with calendars across platforms.

Qualify leads automatically

Uses public data to assess lead quality and fit.

Scores leads based

Value Proposition

Increase sales productivity by focusing reps on the most promising leads.

Improve conversion rates by prioritizing engaged prospects.

Align sales and marketing around a common definition of a “good lead.”

Shorten the sales cycle by engaging high-scorers faster.

FAQ

How is this different from standard CRM scoring?

Most default CRM scoring is static and relies on firmographic/demographic fields. This model layers in behavioral and intent signals (site visits, email engagement, product usage, events) to produce a living score that reflects true buying readiness.

Can we customize the scoring model?

Yes. Adjust point values, decay rates, thresholds, and inclusion/exclusion rules; create separate models per segment or funnel stage if needed.

How quickly does the score update?

In real time. As the agent ingests new actions—clicks, meetings booked, replies, trials started—the score recalculates instantly so lists stay fresh.

Does it work on existing leads or only new ones?

Both. The system backfills and continuously re-scores all leads and contacts as fresh activity arrives, surfacing sleepers that turn active.

How do reps use the score?

Create filtered list views and alerts—e.g., “My leads > 80,” “Account score spiked 20+ this week,” or “New MQLs today”—to guide daily outreach and sequencing.

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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

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