Lead qualification automation
The right prospect with the right rep, from the first second.
Handling every lead one by one wastes time and lets the best ones slip away. HelyOs Global deploys an agent that scores, sorts, and routes each prospect the moment they arrive, based on criteria you define. Your sales reps only ever open qualified files.
What you actually gain
Response time cut sharply
Every lead is qualified and assigned within seconds. You reach out while prospects are still engaged, not hours later.
Sales reps on the right files
No more time spent on off-target contacts. Your teams focus solely on high-potential leads, identified automatically.
A clean, usable CRM
Every record is enriched and structured from the moment it enters. Your pipeline stays clear and reliable for running the business.
How we roll it out
01
Audit of your lead sources
We analyze your acquisition channels and current qualification criteria to define what makes a good lead in your business.
02
Scoring design
We define the rules for scoring, sorting, and routing so every prospect lands in the right place with the right priority.
03
Integration with your tools
Your forms, CRM, and communication channels are connected so every new contact triggers qualification instantly.
04
Rollout and calibration
We launch the automation, watch the quality of the sorting, and refine the scoring criteria with feedback from your sales team.
Tools & integrations
Frequently asked questions
Does this work with my current forms and CRM?
Yes. We connect to your forms, website, ads, and CRM via Make, Zapier, or webhooks. Your existing lead sources feed the qualification directly.
Can I adjust the qualification criteria over time?
Yes. The scoring rules are transparent and adjustable. You keep control to reassign a lead, change a criterion, or step in manually.
What are the timeline and pricing?
This automation is set up within a few days. Pricing depends on your lead sources and the granularity of scoring needed, on quote, starting from €690.
More solutions worth a look
Ready to make the move?
Describe what you need and get a demo plus a clear plan within 24 hours.