Routing and follow-up

Intelligent automations for booked opportunities

Connect intake, qualification, staff alerts, CRM updates and follow-up so warm leads do not disappear.

  • Turns conversations into structured next steps for staff.
  • Connects lead capture, tagging, summaries and follow-up reminders.
  • Keeps each automation tied to an operational outcome, not novelty.
Intelligent automations visual
Where it helps

Make sure good leads reach the right person with the right context.

AI intake only matters if the business acts on it. Qaimo automations move qualified enquiries into the staff workflow, reduce manual copying and keep follow-up from depending on memory.

  • Lead scoring and status updates.
  • Staff alerts by service, language, value or urgency.
  • CRM, sheet, calendar or inbox handoff where appropriate.
  • Follow-up reminders when a lead has not been contacted.
Built around reality

Automation should match how the business already works.

Qaimo maps the current enquiry flow first, then adds practical routing, labels, alerts and review points. The system stays useful because it is tied to real staff behaviour.

  • Audit of current forms, inboxes, chats and booking paths.
  • Clear rules for what becomes a qualified lead.
  • Escalation rules for unclear or sensitive conversations.
  • Reporting on lead source, response speed and pipeline gaps.

Good fit

Teams that receive enquiries from several channels and need a consistent way to qualify, route and follow up without adding admin work.