CrewTAC ai

AI Sales Qualification Agent

Qualify inbound leads, prioritize opportunities and route the right next action.

Who is it for?

Sales, RevOps, marketing and B2B SaaS teams.

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Pipeline

  1. Website / Form
  2. API
  3. Agent Orchestrator
  4. Classifier
  5. Scoring
  6. CRM Adapter
  7. Action
  8. Audit

Core features

What the agent does.

Capabilities built into the product — not a services checklist.

  • Lead capture and normalization
  • Duplicate detection
  • Intent classification
  • Fit/urgency scoring
  • Qualification summary
  • CRM record/task creation
  • Email/calendar handoff
  • Human override
  • Audit trail

Use cases

  • Lead qualification
  • Lead routing
  • Inbound sales automation
  • CRM enrichment
  • Sales follow-up
See all use cases

How it works

From request to audited outcome.

Each step is observable. Side effects are idempotent, and configurable gates hold high-impact actions for a human.

  1. 01Website / FormInbound capture
  2. 02APIPOST /v1/leads
  3. 03Agent OrchestratorTenant context
  4. 04ClassifierIntent + fit
  5. 05ScoringReason codes
  6. 06CRM AdapterExternal IDs
  7. 07ActionTask or handoff
  8. 08AuditEvent log

Integration API

API-first, versioned under /v1.

Anything the interface can do is available over the API — because the interface uses the same contract.

  • POST/v1/leadsSubmit a lead for qualification and scoring.
  • GET/v1/leads/{id}Retrieve a lead with its score, reason codes and status.
  • POST/v1/leads/{id}/approveApprove a recommended action at a human gate.
  • POST/v1/webhooks/crmReceive CRM-side changes to keep records in sync.
Read the API conventions

Integration options

  • CRM
  • Email
  • Calendar
  • Webhooks
  • REST APIs

Vendor-specific connectors stay isolated from agent logic, external IDs are stored alongside internal IDs, and mock connectors let you see the agent run before any client credential exists.

How integration works

Getting to production

Three stages for Sales Qualification.

Demo

Mock connectors and synthetic data. Shows the agent's reasoning, tools and audit trail end to end.

Pilot

Sandbox or controlled client data with approval gates enabled and evaluation running.

Production Integration

Environment-specific configuration, live connectors, monitoring and business KPI tracking.

Also in the suite

Related agents.

AI Customer Support Agent

Answer questions using approved knowledge and escalate when confidence or policy requires a human.

Explore agent

AI Document Processing Agent

Extract, validate and organize information from documents into structured business data.

Explore agent

AI Operations Workflow Agent

Interpret requests and execute approved multi-step workflows across business systems.

Explore agent

Next step

See the Sales Qualification agent on your data.

We'll run a demo on synthetic data, then map the pilot against your systems, permissions and success criteria.

Book a DemoDiscuss Your Integration

Or email sales@crewtac.com