AI Sales Bot for Lead Qualification in SaaS
A SaaS company was wasting manager time on unqualified leads. We deployed an AI bot that qualifies leads by 7 criteria, books demos, and passes hot leads to CRM with full context.
Pipedrive keeps every manager focused on the next action for each deal. We set up pipelines and automation for your process, connect email, website and telephony, and migrate your data.
The first call and demo are free.
Stages, probabilities, required fields and loss reasons for your process.
Every deal has a next step and overdue tasks are visible at once.
Auto-tasks, emails, owner and stage changes by rules.
Email and meeting sync, templates and open tracking.
Website forms, telephony, messengers, accounting, and any system with an API via n8n.
Conversion, deal velocity, plan versus actual per manager.
Four steps from the first call to launch. You accept each one separately.
We go through your sales process and show a demo of a configured Pipedrive.
We agree on stages, fields, activities and integrations in 2-3 days.
We build the system, connect the channels and migrate data. Usually 2-4 weeks.
We train the team and stay until every deal has a next step.
That covers implementation with a pipeline, automation, 2-3 integrations and training. The Pipedrive subscription is paid separately and the account is registered to your company.
We work in stages: each one has a clear scope and a visible result.
A SaaS company was wasting manager time on unqualified leads. We deployed an AI bot that qualifies leads by 7 criteria, books demos, and passes hot leads to CRM with full context.
A logistics company received 200+ emails daily: inquiries, confirmations, complaints. We built an agent that reads, classifies, and replies to 80% of emails automatically.
An outsourcing company wanted to generate leads via email without spamming. We built a system with automatic lead collection, personalized emails by industry and team size.
A micromobility rental platform was drowning in thousands of repetitive tickets. We deployed an AI agent that processes tickets, resolves standard questions, and escalates complex cases to operators.
A German medical equipment manufacturer could not scale their sales team. We built a personalized email sequence system with AI-generated copy tailored to each customer segment.
The clinic was losing up to 30% of patients due to busy phone lines during peak hours. We deployed a voice AI agent that answers calls 24/7, books appointments, and sends SMS confirmations.
An online fashion store processed 400+ orders per day manually. We built an agent that automatically confirms orders, checks stock availability, updates statuses, and notifies customers.
Sales teams in B2B and services where the next step on each deal matters most. If you sell mostly through messengers, we compare it with Kommo.
Pipedrive is simpler and catches on faster in a small team. HubSpot is stronger in marketing and reporting. On the call we compare both against your process.
Yes, via the API: the agent qualifies leads, creates deals and logs the conversation summary in the record.
Usually 2-4 weeks from pipeline design to launch. The first deals appear in Pipedrive within the first week.
Tell us about your process and we will get back to you within a few hours to set up a call and demo.