Inbound lead flow, B2B services
Problem
Staff manually triaged inbound leads from email and messengers and entered them into the CRM — slow, with losses and errors.
What we did
An agent with tool-use: it reads the lead, asks for what's missing, qualifies it and creates the CRM deal itself; edge cases go to a human.
Result
Leads aren't lost and land in the CRM instantly, routine is off the staff, edge cases go to a human. A typical result for this class of project.
