The challenge
Connect AI-assisted lead qualification with a CRM to support lead handling and reduce repetitive information entry.
How StrandIT approached the project
The workflow joins lead information, qualification and CRM records. The focus is on making the next action understandable for the team, while keeping the assistant inside the wider customer-management process.
Lead workspace
Search leadsTeam
Sample workspaceEvery lead. A clear next step.
Keep the enquiry, qualification context and follow-up owner together.
New enquiry
Website enquiry
Cedar Studio
Business website
Needs first reviewST Assigned to sales
Referral
Harbour Collective
Storefront project
Assign an ownerST Assigned to sales
Qualification
Service requirements
Maple Works
CRM integration
AI summary readyST Assigned to sales
Discovery notes
Field & Form
Booking workflow
Check requirementsST Assigned to sales
Ready for follow-up
Brief reviewed
Northline Team
Automation planning
Prepare a responseST Assigned to sales
AI assists with context. Your team owns the next action.
Illustrative design direction / Sample content, not reported results
The work in focus
- CRM integration workflow
- AI-assisted lead qualification
- More consistent information handling
Why this matters for the business
Support lead follow-up with organised records and fewer repetitive hand-offs.
Useful automation starts with a clear workflow. Connecting information and making hand-offs explicit helps the team understand what needs attention, rather than adding another disconnected tool.
