Softment

Softment Gig

AI Lead Qualification Bot (CRM + Calendly)

Qualify inbound leads and route them to the right next step—CRM sync and Calendly booking included.

Qualification flow with structured fieldsCRM create/update with dedupe logicCalendly booking + handoff messagingSlack/email notifications (optional)Audit-friendly logs + fallback

Top Rated on Fiverr • Upwork

Softment Gig

AI Lead Qualification Bot (CRM + Calendly)

Qualify inbound leads and route them to the right next step—CRM sync and Calendly booking included.

Qualification flow with structured fieldsCRM create/update with dedupe logicCalendly booking + handoff messagingSlack/email notifications (optional)

Best for: agencies • SaaS • B2B sales • high-intent inbound

From $300

Includes: source code + handoff notes + Performance checks

Description

AI Lead Qualification Bot (CRM + Calendly) (Production-ready)

Turn inbound interest into booked meetings with a qualification flow that feels human—but stays reliable. We implement lead capture, scoring, routing, and CRM + Calendly handoff with audit-friendly logs and clean fallback to humans.

Lead scoring + routingCRM create/update + dedupeCalendly booking handoffHuman escalation flowStructured lead fields

Basic

Single intake + basic qualification

Standard

CRM + Calendly + routing rules

Premium

Full lead pipeline + analytics + hardening

Typical delivery: Basic 2-3 days • Standard 7-10 days • Premium 2-4 weeks | Top Rated on Fiverr & Upwork

What you get

  • Single lead intake + qualification flow
  • Structured lead fields + basic scoring
  • Handoff message + booking link guidance
  • CRM create/update + dedupe logic
  • Calendly booking handoff + routing rules
  • Escalation flow to human (email/Slack)
  • Basic event logs
  • Multi-source lead intake (web + forms + chat)

What we need from you

  • CRM target + required lead fields
  • Calendly link/routing rules
  • Qualification criteria + exclusions
  • Brand tone and example conversations

Packages

Choose the scope that fits

Basic

$300

Timeline: 2-3 days

  • Single lead intake + qualification flow
  • Structured lead fields + basic scoring
  • Handoff message + booking link guidance

Standard

$900

Timeline: 7-10 days

  • CRM create/update + dedupe logic
  • Calendly booking handoff + routing rules
  • Escalation flow to human (email/Slack)
  • Basic event logs

Premium

$1,800

Timeline: 2-4 weeks

  • Multi-source lead intake (web + forms + chat)
  • Lead enrichment + approval gates (optional)
  • Analytics hooks + quality review loop
  • Hardening checklist + runbook

FAQ

Common questions before you buy

Which CRMs do you support?

We can integrate with HubSpot, Salesforce, Pipedrive, or any CRM with API/webhook access (final scope depends on your CRM plan and permissions).

Can this avoid booking low-quality leads?

Yes. We implement scoring rules and gates (including mandatory fields) before a Calendly handoff is shown.

What happens after I place an order?

We review your scope, confirm deliverables, and send kickoff details within 24 hours.

Can I upgrade from Basic to Standard or Premium later?

Yes. You can start with any tier and upgrade when scope expands.

Do you provide source code and handover notes?

Yes. Every package includes source delivery and practical handover context.

How do revisions work?

Revisions are handled within the defined package scope. Out-of-scope requests are quoted separately.

Can you sign an NDA before kickoff?

Yes. We can work under a mutual NDA before project details are shared.

Do you support ongoing maintenance after delivery?

Yes. We can continue with maintenance, enhancements, and support after handoff.

Do package prices include third-party service costs?

No. Any external platform fees are billed directly by those providers.

Can this package be customised for my requirements?

Yes. If your scope is larger, use Talk to us and we will provide a custom estimate.

Need custom scope?

Talk to us before checkout

If your scope is larger than a package, we'll map a custom estimate and timeline.

Talk to us
    AI Lead Qualification Bot (CRM + Calendly) | Softment | Softment