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SALES & CRM · KELEVO AI AGENT

Lead Qualifier Agent

Scores, enriches and routes every new lead in Zoho CRM in seconds, so your sales team only spends time on buyers who are ready.

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Built on Zoho Zia AgentsHuman approval built inWorks 24×7
Lead Qualifier AgentSample run · live simulationWorking · step 1 of 7
TRIGGER
New web lead: “Need a CRM for our 40-person sales team”
Zoho Forms
REASONING
Reading the enquiry, company website and past interactions
ACTION
Searched for duplicates: none found
Zoho CRM
ACTION
Enriched: Manufacturing · 120 employees · Pune
Zoho CRM
REASONING
Fit score 86/100: size, industry and intent match your ideal customer
ACTION
Assigned to the West region owner with a 2-hour follow-up task
Zoho CRM
RESULT
Hot lead routed in 42 seconds and a welcome email sent
Zoho Campaigns
Zoho CRMZoho FormsSalesIQZoho Campaigns
WHAT IT DOES

Less admin. Better decisions.

Scores against your ideal customerEvery lead gets a fit score with a plain-English reason, so reps trust the number.
Enriches and de-duplicatesAdds company size, industry and location and merges duplicates before anyone calls.
Routes with SLAsAssigns by territory, product and workload, and creates the follow-up task automatically.
HOW IT WORKS

Four steps, fully automated.

The agent follows the same steps your best team member would, every time, at any hour.

1CaptureForms, chat, email and ads
2EnrichCompany data and duplicates
3ScoreFit and intent, explained
4RouteRight owner, right SLA
SALES AI, UNDER THE HOOD

The AI behind a faster sales pipeline.

Six kinds of AI work together inside the Lead Qualifier Agent, each handling one part of the process. A person approves anything that matters.

AI TYPES USED
Predictive MLNLPData AIRules + AIGenerative AIExplainable AI
01Predictive lead scoringPredictive MLLearns from your won and lost deals to score how likely each new lead is to buy.
02Intent detectionNLPReads enquiry text and chat to spot buying intent, urgency and budget signals.
03Data enrichmentData AIFills in company size, industry and location, and flags duplicates automatically.
04Smart routingRules + AIMatches each lead to the best owner by territory, product, skills and workload.
05Personalised first touchGenerative AIWrites a tailored welcome email and call opener from the lead’s own words.
06Explainable scoresExplainable AIShows why a lead scored high or low, so reps trust it and act on it.
CONNECTS WITH

Works where your data already lives.

Zoho CRMZoho FormsSalesIQZoho Campaigns
Data stays in your ZohoAgents run on Zoho Zia Agents and Zoho Catalyst, inside your Zoho account.
Role-based accessAn agent can only see and change what its Zoho role allows.
Full audit trailEvery step, tool call and approval is logged for review.
You stay in controlPause, adjust or switch off any agent at any time.
RELATED AGENTS

Agents that work well together.

SALES & CRMDeal Coach Agent →Reviews your pipeline every morning, flags stalled deals and tells each owner the next best action to move them forward.SALES & CRMProposal Drafter Agent →Turns a deal in Zoho CRM into a polished quote or proposal on your own template in minutes, ready for approval and e-signature.FINANCECollections Agent →Follows up overdue invoices from Zoho Books every day, politely and on the channel each customer prefers, and escalates only when needed.
FAQS

Questions we often hear.

Short, direct answers. Still unsure? Talk to our team.

What does the Lead Qualifier Agent do?

Scores, enriches and routes every new lead in Zoho CRM in seconds, so your sales team only spends time on buyers who are ready.

Which Zoho apps does the Lead Qualifier Agent work with?

It works with Zoho CRM, Zoho Forms, SalesIQ and Zoho Campaigns.

Is our data safe?

The agent runs on Zoho Zia Agents and Zoho Catalyst inside your Zoho account, and it can only see and change what its Zoho role allows.

Can it be set up around our process?

Yes. Kelevo designs, builds and deploys each agent around your own rules and hand-offs, and keeps improving it after go-live.

SEE IT LIVE

See the Lead Qualifier Agent working on your own Zoho data.

Book a 30-minute demo. We show the agent on a process like yours and map what it would take to go live.

Book a live demo →