Organize and qualify leads
Contacts come in through many channels and get lost: no one knows who's hot, who has already been approached or what was agreed.
The problem
Contacts come in through many channels and get lost: no one knows who's hot, who has already been approached or what was agreed.
Signs you're living this
A lead forgotten in WhatsApp · duplicate contacts · no priority criteria · a salesperson wasting time on people who won't buy
Impact
Good opportunities go cold while the team spends energy on people with no fit — and predictable revenue never forms.
Desired outcome
A clean, prioritized lead base: each contact with a source, a score and a clear next step.
Recommended systems
- 1
Prospect
See the solutionProspect discovers and qualifies leads with a score, under human approval.
- 2
Orbit
See the solutionOrbit centralizes contacts and conversations in a visual funnel with SLAs.
- 3
Vertice
See the solutionVertice opens curated business connections and opportunities.
The systems recommended in each journey are a starting point, not a mandatory package. The final setup is defined together with you, according to your company's reality and priorities.
Frequently asked questions
How does AI decide which lead is a priority?
It assigns a score based on criteria that reflect your ideal client, and explains why. The prioritization is a suggestion — the decision to reach out stays with the team.
Does the AI prospecting respect good contact practices?
Yes. The outreach runs under human approval and with your own AI key. Nothing is blasted out en masse without criteria or against what you defined.
Can I unify leads that are already scattered?
That's exactly the starting point: centralizing the contacts that today live in loose channels into a single funnel, with source and history.