✣ Relacta

AI LEAD QUALIFICATION

AI Lead Qualification Using Fit, Intent, and Evidence

Automatically evaluate sales leads against your ideal customer profile and understand why each opportunity should—or should not—receive attention.

01

Define what a qualified lead means to you

Create an ideal customer profile from the characteristics that matter to your business, including industry, company size, location, use case, budget, and buying signals.

  • ✓ Required criteria
  • ✓ Positive and negative signals
  • ✓ Custom qualification thresholds
02

Research before scoring

Qualification is grounded in available CRM data and research. The result includes the supporting observations, missing information, and confidence—not only a number.

  • ✓ Source-backed findings
  • ✓ Missing-data visibility
  • ✓ Explainable prioritization
03

Route each outcome correctly

High-fit leads can be sent for immediate review, uncertain leads can request more information, and low-fit leads can be recorded without consuming a salesperson’s attention.

  • ✓ Priority queues
  • ✓ Human review
  • ✓ CRM status updates