Qualify & route leads
Don't waste time on spam leads. Let AI qualify leads, recommend matching services, and instantly route serious buyers to the right expert.
Your consultants spend hours sifting through spam and bad fits. Every minute spent on a dead-end inquiry is a minute stolen from a high-value client.
Manually assigning leads from a spreadsheet or general inbox is too slow. Prospects go cold before you say "hello," and human error often sends leads to the wrong branch.
When sales reps use personal devices, you lose visibility over lead follow-ups, can't coach conversations, and risk losing customer data when reps leave.
How it works
Deploy an AI agent to ask essential qualification questions, align prospects' needs with your offerings, and transfer chats to a human only if the prospect meets your ideal customer profile as defined in your playbook. Stop chasing tire-kickers.
Create automatic rules to distribute leads based on their specific needs. Route inquiries by service type (e.g., a "New Consultation" vs. a "Support Request") or customer location to ensure the relevant local branch manager handles the prospect immediately.
Monitor website chats and SMS conversations in one place. Track staff response time and service quality. Keep every quote and appointment detail owned by the business, not trapped on a rep's personal device.
Deploy an AI agent to ask essential qualification questions, align prospects' needs with your offerings, and transfer chats to a human only if the prospect meets your ideal customer profile as defined in your playbook. Stop chasing tire-kickers.
Key Features
Customer Success
Replace static forms with SleekFlow's AI Growth Widget, which engages website visitors in real time, qualifies and scores intent through conversation, and filters out spam or poor-fit leads before they enter your sales pipeline.
Use an AI Sales Agent to ask qualification questions such as budget, intent, company size, and timeline before a booking option is shown. The AI evaluates responses against your criteria and only allows qualified leads to proceed, so your sales team speaks with high-intent prospects only.
Yes. Once a lead is qualified, SleekFlow automatically routes it using round-robin, cherry-picked, or skill-based routing, ensuring each lead reaches the right salesperson without delay.
Lead routing increases conversions by matching each qualified lead with the most appropriate agent based on expertise, availability, or performance. Faster responses and better-fit conversations lead to stronger engagement and higher close rates.
Unqualified leads can be labeled with tags, added to segmented lists, and enrolled in targeted broadcast campaigns for nurturing and future re-engagement when their intent increases.
SleekFlow centralizes all conversations in a shared team inbox and ties each lead to a lifecycle stage. Managers can see ownership, current status, and progress at a glance, preventing stalled leads and ensuring accountability.
