Lead overview
Review opportunities in a structured way.
HomeAI lead manager
AI lead manager
Give every opportunity a clear next step.
Organise leads and support their handling with the available AI capabilities. Keep customer context, tasks and business review at the centre.
More clarity in everyday work
Organise enquiries
Bring opportunity information together.
Prepare follow-up
Use AI as assistance.
Retain ownership
Choose next steps deliberately.
A connected sequence of steps
Review the lead
Check the available information.
Understand the need
Put the opportunity in context.
Prepare handling
Use the available tools.
Choose the next step
Continue your sales process.
What you can organise
Customer context
Keep enquiry information together.
AI assistance
Use approved capabilities appropriately.
Follow-up
Coordinate next tasks with CRM.
Plans and requirements
Available capabilities depend on your plan, enabled extensions and user permissions. Compare the existing services on the pricing page or discuss your requirements with us.
Your questions, answered
Are prospects contacted automatically?
Whether and how automated outreach is available depends on the actual configured capabilities and approvals. Discuss the intended workflow with us.
How do I choose the right scope?
Compare the current plans and requirements. We can help identify the capabilities that fit the way you work.