Lead qualifier
Scores new leads with reasons, spots duplicates and suggests who should own each lead and what to do next.
How it works
Looks at your new and unworked leads in FlowCRM and scores each one out of 100, with the reasons: how well it fits your ideal customer profile (industries, team sizes, regions, roles you set), what the lead told you (form answers, budget, products, source), whether they replied or met you, and how reachable they are. It checks for duplicates among your leads, contacts and companies and their open deals, suggests an owner for unassigned leads (by your assignment rules, else whoever has the fewest open leads) and the next step. On request it reviews one lead in depth and suggests questions for the first call. It uses only what is already in your CRM: no web searches, no bought data. Lead names, emails and phone numbers never go to the AI model. Nothing changes until you confirm.
Scoring leads and drafting the updates are free. A review of one lead uses a few credits.
What it reads
- Your leads, their form answers, notes and timeline in FlowCRM
- Contacts, companies and open deals, to find duplicates
When it starts
- When you ask it to score leads, review one, or draft the updates
What it can do
- Set a lead's rating and status and add a score note, as you (after you confirm)
- Assign a lead to an owner (after you confirm)
- Merge a duplicate lead into the existing contact or the older lead (after you confirm)
What it never does
- Delete leads, email them, or look anyone up outside your CRM
Safe by design
- One assistant, many agents. Ask the Employee assistant in the app or on WhatsApp; it calls the agents your company has hired that you may use.
- Hired, not switched on. Your admin hires each agent from the catalogue and chooses who can use it.
- Agents propose, people confirm. Anything that changes data, like a leave request, waits for a person to confirm it.
- Same access as the user. An agent sees only what the person asking is allowed to see.
- AI processing in India. Agents run on models hosted in India (AWS Mumbai).
- Budgets and a hard stop. Set a monthly credit limit per agent; agents stop when credits run out.
- Every run recorded. Admins see each run, the credits it used and what it did.
Frequently asked questions
What does the Lead qualifier do?
Looks at your new and unworked leads in FlowCRM and scores each one out of 100, with the reasons: how well it fits your ideal customer profile (industries, team sizes, regions, roles you set), what the lead told you (form answers, budget, products, source), whether they replied or met you, and how reachable they are. It checks for duplicates among your leads, contacts and companies and their open deals, suggests an owner for unassigned leads (by your assignment rules, else whoever has the fewest open leads) and the next step. On request it reviews one lead in depth and suggests questions for the first call. It uses only what is already in your CRM: no web searches, no bought data. Lead names, emails and phone numbers never go to the AI model. Nothing changes until you confirm.
Can the Lead qualifier change data on its own?
No. It asks a person to confirm before it will: set a lead's rating and status and add a score note, as you; assign a lead to an owner; merge a duplicate lead into the existing contact or the older lead. It never does the following: delete leads, email them, or look anyone up outside your crm.
How much does the Lead qualifier cost?
Scoring leads and drafting the updates are free. A review of one lead uses a few credits.. Credits are a paid add-on to any flowwork.ai plan at ₹100 (US$ 1.19) per 1,000 credits, and new companies get 500 free trial credits for 30 days.
Where is the data processed?
Agents run on AI models hosted in India and see only what the person using them is allowed to see. Admins see every run and the credits it used.
Other agents
Tells each salesperson which deals need them, suggests the next step and drafts the follow-up email.
Turns a deal into a priced quote from your Books catalogue, with GST worked out, for you to check and send.
Shows why deals are won and lost: win rates by source, product, size and stage, with 3–5 plain findings.