Turn messy prospect notes into fit score, signals, and a next step.
A focused prototype for qualifying inbound leads. It turns forms, emails, and call notes into structured lead briefs your team can review or sync to a CRM.
What this label means: A preview of the workflow and interface we would adapt for a client build.
Good leads go cold while teams sort through vague forms, half-complete emails, and CRM records nobody trusts.
Forms, email, calendar, and call transcripts feed into a single intake pipeline.
Each lead is enriched with public company data, role signals, and intent keywords.
An LLM applies your ICP rules, returns a fit score, urgency, and rationale you can audit.
High-fit leads get assigned, briefed, and replied to. Low-fit leads get a polite no automatically.
We can build a version of this around your workflow.
We connect AI to HubSpot, Salesforce, Notion, Slack, Google Workspace, your ERP, or your custom internal app. Then we automate the repetitive parts around them: triage, extraction, drafting, routing, reporting, and follow-up.
Read service →Triage, classification, drafting, summarization, data extraction, routing, follow-up. The unglamorous work that eats your team's day. We automate it with AI plus humans where it matters.
Read service →Agents that take action — book meetings, file tickets, run a research loop, qualify a lead, draft a proposal. Built grounded, observable, and safe, with humans in the loop where it matters.
Read service →Tell us your tools and workflow. We will scope the Ideaplexa-built version: timeline, integrations, cost, and what stays a human decision.