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Lead Qualification — Digital Agencies & B2B

Qualify leads while you sleep.
Close deals in the morning.

For agencies and B2B companies drowning in unqualified inbound. Your AI agent asks the right questions, captures structured data, and sends your sales team only the leads worth calling.

Structured lead data, ready for your CRM
Strategy templates for every B2B funnel
CSV export for any CRM, instantly

Marco's digital agency — a typical Thursday

Inbound leads coming in. Sales team burning hours on calls that go nowhere.

Without AnyDialog

9:00 AM. Luca, the sales manager, opens his calendar. Three discovery calls today. He spent fifteen minutes preparing for each one last night. First call: the prospect has a budget of €800 for a project that starts at €8,000. They did not know. Nobody told them. Second call: the company is a startup with three employees. Great fit for the agency's premium retainer. No timeline. No decision-maker on the call. Just someone who saw the ad. Third call: cancelled last minute. Three hours of Luca's Thursday: gone. The pipeline looks full. But it is full of noise. And the two genuinely qualified leads who filled the contact form yesterday are still waiting for a follow-up email.

With AnyDialog

9:00 AM. Luca opens the leads dashboard. Overnight, the AI agent qualified 11 visitors from the website. Seven were disqualified automatically — budget under €2,000 or timeline over 12 months. Two expressed interest but need more time. Two are flagged as hot. He opens the first hot lead. The agent collected everything: company size (38 employees), budget (€12,000-€20,000), timeline (Q3 launch), decision-maker name, current pain point. The conversation already identified the project type. Luca has all he needs to send a tailored proposal before the first call. He spends thirty minutes on two focused calls. Both convert. He exports the remaining leads to his CRM with one click. The pipeline is still full — but now it is full of signal, not noise.

Features powering this use case

A structured qualification flow — automated from first message to CRM export.

Conversation Strategy

Define exactly what to collect: budget, timeline, team size, current tools, goals. The agent follows the flow and moves to the next phase only when each field is confirmed.

Conversation Strategy
1
Greeting
2
Discovery
3
Qualification
4
Close

Discovery — Active Phase

Collecting: Budget, Timeline, Company size

Next trigger: When budget confirmed → move to Qualification

Budget Timeline Company size
Learn about Conversation Strategy

Lead Capture Dashboard

All collected leads in one view. Filter by channel, qualification status, date. One click to export as CSV for Salesforce, HubSpot, or any spreadsheet.

Leads Dashboard 47 leads this month
Search leads...
All Channels ▾
Export CSV
NameEmailChannelTimeStatus
Maria Rossi maria@shop.it Website 2 min ago
John Smith john@corp.com WhatsApp 15 min ago
Anna K. anna@agency.de Telegram 1 hour ago
Pedro M. pedro@store.es Voice 3 hours ago
Learn about Lead Capture

Smart Handoff

When a lead hits the qualification threshold, the agent offers a booking link or escalates to your team automatically. Hot leads never sit unanswered.

AI Agent Online
We have a budget of around €15,000 and need to launch by September
That sounds like a great fit. I would like to connect you with our team for a 20-minute strategy call. Here is a link to book a time that works for you.
shipping-policy.pdf
Type a message...
Learn about Smart Handoff

What the sales team actually gets

100%

Structured lead data

Every lead arrives with budget, timeline, company size, goals, and contact info already captured. No more "discovery" that is really just qualification.

5+

Strategy templates included

Pre-built qualification flows for agencies, SaaS, professional services, and B2B. Start from a template and customize in minutes — no prompt engineering required.

1-click

CRM export

Export all captured leads as CSV with one click. Import directly into Salesforce, HubSpot, Pipedrive, or any tool your team already uses.

Where leads come from

Qualify inbound leads wherever they find you — website, social, referral link, or direct API integration.

Plans for lead qualification

Start capturing leads on any plan.

Plan Price Lead Capture
Starter Recommended
€49/mo
€39/mo annual (save 20%)
Get started
Professional
€149/mo
€119/mo annual (save 20%)
Get started
Business
€299/mo
€239/mo annual (save 20%)
Get started
Enterprise
€599/mo
€479/mo annual (save 20%)
Get started

Ready to stop wasting calls on unqualified leads?

Set up your qualification flow in 15 minutes. Start receiving structured leads tonight.