Loading AI Lead Qualification CRM
Loading AI Lead Qualification CRM
02 / AI lead qualification
Coastline Commercial Services uses one transparent workflow to structure inquiries, explain fit, prepare a response, and route each lead into the right CRM stage.
The operating problem
Website inquiries often arrive with enough information to act, but staff still have to reread, compare, prioritize, and draft a reply. This product completes that first review consistently while keeping the score auditable.
Capture a complete, validated inquiry.
Extract service, budget, timeline, company type, and intent.
Apply five visible factors for a deterministic 0–100 score.
Prepare a concise bilingual reply and next action.
Save the record to the searchable CRM pipeline.
Live guest workflow
Submit a fictional business inquiry. The demo validates, scores, explains, drafts, and saves it to your temporary CRM workspace.
Demo data is temporary. Do not enter sensitive or real personal information.
Validating → Preparing response
Website inquiries often arrive with enough information to act, but staff still have to reread, compare, prioritize, and draft a reply. This product completes that first review consistently while keeping the score auditable.
Every valid inquiry arrives with a usable summary, priority, and editable first reply.
Timeline, budget, service fit, readiness, and completeness remain visible to staff.
Owners, stages, saved views, and activity history stay in one operating surface.
The numeric score stays deterministic while OpenAI or Claude can enrich summaries and drafts.
Typed App Router UI and server route handlers.
Guest-scoped records can move to Postgres without changing the product flow.
Deterministic demo analysis today; OpenAI or Claude enrichment when connected.
Weighted factors remain code-defined, visible, and testable.
Adapt this workflow
SantiPulse can connect your forms, qualification criteria, AI provider, CRM, email, and reporting into one custom system.