AUTOMATION
How to automate lead qualification agent for accounting firms
Accounting firms lose an average of 6 hours per client per month on repetitive tasks: document chasing, payment reminders, report generation. These hours can't be billed — they just disappear. — Inbound leads scored and routed automatically. Here is how an automation system solves this for you.
THE SOLUTION
Lead Qualification Agent
An AI agent analyses every inbound lead, scores it against your criteria, and routes it to the right action — immediate follow-up, queue, or disqualification.
- ◈AI scoring agent configured
- ◈Integration with your form or CRM
- ◈Custom qualification criteria
- ◈Automatic routing to your calendar or CRM
5j
€49/mois
FAQ
Which forms or CRMs does it work with?
Typeform, HubSpot, Pipedrive, Notion, Airtable, or your custom form via webhook. We connect to what you already use.
Can we customise the qualification criteria?
Yes. We start with a 30-min workshop to define your criteria (budget, industry, urgency, etc.) then encode them in the agent's prompt.
What if the AI makes a mistake on a lead?
Everything is logged in Supabase. A simple dashboard lets you review decisions and refine criteria. The agent improves with your corrections.