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Sales & CRM

Lead Qualification & CRM AI Agent

AI sales agent: qualifies inbound leads, enriches the CRM record, assigns a task to a manager and drafts the follow-up. Less manual routine in the funnel, faster reaction to a lead.

Corporate Chatbots & Operational AI Agents

Speed of reaction to a lead drives conversion, but the front line of sales drowns in routine: parse the request, check for spam, enter it in the CRM, write the first reply. The qualification agent takes that segment and hands the manager a lead ready to work.

What it does

It parses an inbound lead from any channel, qualifies it by your criteria, enriches the record with company data and fills the CRM without duplicates. It assigns a task to the responsible manager, prepares a draft first reply and a deal reminder. The manager steps in where a human is needed — negotiation and decisions, not shuffling data.

Why it’s an agent, not a bot

A bot replies, an agent acts. The value here is exactly the action: writing to the CRM, assigning a task, enrichment. That only works through integrations with your systems on explicit contracts. Under the hood it’s the same engineering as in AI agent development and process automation: observability at each step, cost control, handoff to a human on hard decisions.

How the chain works

  1. 01
    Lead parsing · light model

    Extracts the gist, contact and need from the message, normalizes the data.

  2. 02
    Qualification by criteria · mid model

    Checks the lead against your criteria (budget, segment, readiness) and assigns priority.

  3. 03
    Record enrichment · integrations + rules

    Pulls company data (tax ID, industry), fills CRM fields, removes duplicates.

  4. 04
    Action and follow-up · mid model

    Assigns a task to the manager, drafts the first reply and a deal reminder.

Integrations

YandexGPT OpenAI DaData Google Sheets

+ any external API

Cost calculator

200
4
Tokens, ₽/mo
—
Development, ₽
—
Support, ₽/mo
—

Estimate at a blended per-token rate (input+output). Exact cost depends on context length, number of calls and the share of manual review — we scope it to your process.

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faq

Straight answers

Does the agent replace a salesperson?
No. The agent removes the top-of-funnel routine — parsing the lead, qualification, filling the CRM and drafting the first reply. The decision and negotiation stay with the human. The manager gets a qualified lead with a filled record, not a raw message.
Which CRMs does it work with?
Those with an API: Bitrix24, amoCRM, custom systems. The agent works through your contracts — it creates and updates deals, assigns tasks, writes to the record. Without CRM integration it would just be a chat, not an agent.
Where does enrichment data come from?
From open sources and registries (e.g. DaData by tax ID), from ticket history and from the lead itself. Duplicates are cut by identifiers so you don't multiply records for one client.
How is the cost calculated?
The main cost is operation, not development: tokens per parsed lead × the number of chain steps. The calculator below estimates it at your lead volume; we scope the exact figure to your process.

Next step

Let's design an AI-native automation layer for your operations.

DBCV