Sales and Lead Automation From Capture to CRM
We automate lead capture, AI qualification, and routing into the CRM you already use, so every inbound lead gets a fast, consistent follow-up instead of slipping through.
Scope your lead workflow
Answers in brief
- What it is
- Sales and lead automation captures inbound leads from your forms and channels, uses AI to qualify and enrich them, and routes them into your CRM with the right owner, so follow-up is fast and consistent.
- Who it is for
- Sales and revenue teams losing leads to slow or inconsistent follow-up who want capture, qualification, and routing to run automatically into the CRM they already use.
- Cost
- Scope-based: we quote against your specific use case after a short discovery call rather than from a fixed price list, so you only pay for what you actually need.
- Timeline
- Most engagements reach a first production milestone within a 45-day delivery window once scope is confirmed, with weekly check-ins along the way.
- Risks
- The main risks are bad routing and over-automation. We keep a human review path for edge cases, log every routing decision, and validate qualification rules against real leads before going live.
- Next step
- Submit a short project brief through the form on this page; we reply within 24-hour on weekdays to schedule a scoping call.
Where and how we deliver
Our engineering team is based in Hangzhou and led by ex-Alibaba senior engineers who have shipped 20+ projects for 10+ clients.
We collaborate with US and EU teams on a remote schedule, with a 24-hour response commitment on weekdays so timezone gaps never stall a build.
Project communication, source control, and handover documentation stay in English, so distributed stakeholders can follow progress without friction.
Frequently asked questions
What does sales and lead automation actually automate? +
It automates capturing inbound leads, qualifying and enriching them with AI, and routing each to the right owner in your CRM, with logging so nothing is lost or duplicated.
Does it work with our existing CRM? +
Yes. We integrate with the CRM and channels you already use through their APIs or webhooks, so leads flow into your current pipeline without a migration.
How does AI qualify a lead? +
AI scores and enriches leads against rules you define, such as fit and intent signals, while edge cases keep a human review path so judgment stays in the loop.
How do you prevent leads from being routed incorrectly? +
Every routing decision is logged, qualification rules are validated against real leads before launch, and a human can review or override routing for edge cases.
How long does it take to set up? +
Most lead automations reach a first production milestone within a 45-day delivery window after scope is confirmed, with weekly progress check-ins.
Do we own the automation and source code? +
Yes. You own the source code, integration configuration, and documentation at handover, so you can extend or migrate the automation without depending on us.
Scope your lead workflow
Share a short brief and we will reply within one business day.