AI & automation
AI Lead Scoring & Qualification
The AI SDR agent scores new leads against your ideal customer and routes the best to an owner, so reps work the right deals first.
Score every new lead.
What AI Lead Scoring & Qualification does for you.
The same AI-native platform, focused on the outcome that matters most for your team.
- 01
Scored within minutes
The AI SDR agent scores new leads against your ideal customer every ten minutes — no manual triage.
- 02
Work the right deals
Reps see the hottest leads first, so effort lands where it converts.
- 03
Consistent criteria
Every lead is judged the same way, every time — no gut-feel inconsistency.
One system. Every plan.
Every figure here is something the product includes, on every plan.
- Autonomous AI agents, working 24/7
- 8
- Native integrations
- 60+
- Karrie never clocks out
- 24/7
- of plans include unlimited contacts
- 100%
One platform, fewer compromises.
Capabilities other CRMs lock behind enterprise tiers or sell as add-ons come standard here, so AI Lead Scoring & Qualification never means a second tool.
- Eight autonomous agents on every plan
- Revenue forecasting and AI lead scoring built in
- White-label and multi-tenant ready for agencies
- 60+ native integrations with two-way sync
- Full audit trail with human-in-the-loop approvals
- Starts at $49/month — no per-seat penalties
Scored the moment a lead arrives, rescored on every signal.
Karrie scores every lead and prospect when it arrives and again on each engagement signal, from fit (a business email, a phone on file, seniority, company size and industry, your own keywords and disqualifiers), intent (source, buying language, forms, page visits, opens, clicks, replies, meetings) and recency. The AI SDR agent then qualifies new leads against your ideal customer on a ten-minute cycle and writes down its reasoning.
- Fit, intent and recency combined into one score on the Insights tab
- Rescored on every open, click, reply, visit and meeting
- AI SDR agent qualifies against your ideal-customer profile, reasoning included
- Routing rules: round robin, load balanced, by specialization, by territory
- Qualified leads to one workflow, below-threshold leads to nurture
- Karrie drafts the first reply; you approve
How the score is built is in the lead routing and scoring guide; the agent that acts on it is the AI SDR; the theory is in our lead scoring guide.
Explore similar solutions.
- 01Agentic AI CRMAgents that act, not suggest.Eight autonomous agents run your pipeline around the clock — qualifying, following up, and forecasting without being prompted.
- 02AI-Native CRMAI at the core, not bolted on.Every record, every deal, every workflow is AI-native from day one — not a chatbot stapled onto a legacy CRM.
- 03Sales Forecasting SoftwareForecast revenue with confidence.A weighted pipeline and revenue forecasts from your own history, with a confidence level.
AI Lead Scoring & Qualification, answered.
Two layers. Karrie scores every lead the moment it arrives and again on each signal, from fit (a business email, a phone number, seniority, company size and industry, your keywords and disqualifiers), intent (lead source, buying language, form submissions, page visits, opens, clicks, replies and meetings) and how recent the activity is. The AI SDR agent then qualifies new leads against the ideal customer you describe, on a ten-minute cycle, and records why.
No. Fit scoring works from the lead's own attributes and your criteria from day one. Forecasting is the part that needs history; scoring is not.
Routing rules assign it: round robin, load balanced by capacity, by specialization or by territory, with priorities and conditions on deal value and source. The SDR agent can enroll it in a follow-up workflow and send below-threshold leads to a nurture sequence, and Karrie drafts the first reply for the owner to approve.
Yes. The Insights tab on the contact shows the current score with its fit and intent components, and the SDR agent writes its reasoning on every qualification.
No. It is part of every plan, like the rest of the AI, and runs on your own model key or on AI credits.
Get started with AI Lead Scoring & Qualification.
Start your 7-day free trial. No credit card. Karrie is ready on day one.