Lead capture
Forms, chat, phone, social and ad platforms funnelled into one qualified stream.
MinutesEvery lead contacted while they are still interested
ConsistentThe same qualification questions on every enquiry
PersistentFollow-up sequences that actually complete
Clean CRMRecords written as work happens, not from memory
The system
Lead → qualification → follow-up → appointment → CRM → reporting
Not a cold outreach bot. This automates the handling of demand you already generate.
app.workgenesis.ai/pipeline
LIVE
Inbound leads
Synced to CRM| Lead | Source | Qualification | Follow-up | Meeting | CRM |
|---|---|---|---|---|---|
| Hudson Freight Co. | Website form | Qualified | 3 of 3 sent | Booked · 12 Aug | Synced |
| Tribeca Retail Group | Google Ads | In progress | 2 of 3 sent | — | Synced |
| Empire Property Mgmt | Inbound call | Qualified | 1 of 3 sent | Booked · 14 Aug | Synced |
| Bright Dental Studio | Nurture | Sequence paused | — | Synced | |
| Northside Autoworks | Referral | Disqualified | Stopped | — | Closed lost |
What happens after a form is submitted
Stops the moment they reply1 Instant acknowledgementwithin 60 seconds
2 Qualification questionsemail or call
3 Booking link with real availabilityday 1
4 Reminder if unbookedday 3
5 Final check-in, then nurtureday 7
Every sequence stops immediately on a reply, a booking or an opt-out. Volume limits and quiet hours are enforced by the system, not by good intentions.
Pipeline reporting
Layout example| Stage | Owner | Movement | Count |
|---|---|---|---|
| New enquiries | Automated | 412 | |
| Contacted within 5 minutes | Automated | 396 | |
| Qualified | Automated | 214 | |
| Meetings booked | Automated | 146 | |
| Passed to sales team | Human | 146 | |
| Disqualified early | Automated | 91 |
Illustrative figures showing the report layout, not client data.
Capabilities
What is included
Lead qualification
Your criteria asked consistently, so the sales team only spends time on real opportunities.
Lead follow-up
Multi-step sequences by email, SMS or call that stop the second the lead responds.
CRM automation
Contacts, companies, deals, notes and next actions created and updated without manual entry.
Appointment booking
Live calendar availability offered, booked, confirmed and reminded.
Sales email automation
Replies drafted with the right context and pricing, ready for a rep to send or auto-sent by rule.
Proposal assistance
Proposals and quotes assembled from your templates and the deal record.
Lead research
Company, size, sector and public signals gathered before the first conversation.
Sales reporting
Response time, qualification rate, booking rate and pipeline movement, reported weekly.
Pipeline automation
Stage changes, task creation and stale-deal alerts driven by what actually happened.
On cold outreach
We do not build untargeted cold-contact bots. These systems are designed to handle demand you already generate, and to respect consent, opt-outs, quiet hours and volume limits by design.
Expand your AI automation
Related automations
Next step
AI Voice Agents
Qualify and book by phone, not only by email — the channel most leads still prefer.
RelatedAI Customer Service
Answer the pre-sales questions that decide whether an enquiry ever becomes a lead.
RelatedAI Business Automation
Automate what happens after the win: onboarding, contracts, invoicing and records.
FAQ
Common questions
No. It removes the admin around selling — chasing, logging, scheduling and qualifying — so your reps spend their day in conversations that can actually close.
HubSpot and Salesforce are the most common, and we integrate with others through their APIs or an automation layer. See the integrations page.
Written follow-ups are sent under your business name, as your business already does. We do not impersonate a named individual who did not write the message, and voice agents always disclose that they are automated.
Where are your leads leaking?
Bring one month of enquiries to the call. We will show you where they stall and what automating that stage is worth.