A sales funnel that fills itself with every call
The agent answers the phone, finds out what the caller’s business does and what they need, and adds them as a lead in the right column. The AI reads their conversations, suggests what to prepare for the meeting and tells your team where sales are being lost.
What one call left behind
A new lead, without anyone typing a thing
At the same time, a WhatsApp goes to whoever you choose: “there is a new lead”. Up to five mobiles on your team.
The board
Every potential customer, in the column that shows how it is going
A lead board like the one in any sales CRM, except that you do not have to fill it in: the calls fill it. Each card says who the person is, what their business does, what they want and how interested they are. You drag cards from one column to another with the mouse.
The stages
Six columns, with names that make sense
The classic sales funnel stages, each with its everyday name underneath, so that anyone on the team knows what to do with each card.
Attraction
First call
Someone calls for the first time to ask about what you sell. They land here automatically, with their phone number and what they said.
Capture
Contact made
You know who they are and how to reach them. Now it is time to give them what they asked for: a price, a proposal, a call.
Nurturing
Has the offer
They have the offer and are thinking it over. This is where most sales go cold if nobody calls back.
Conversion
Awaiting confirmation
They have said yes and it still needs closing: the signature, the deposit, the first appointment.
Not interested
Lost
They are not going ahead. The card stays in view so that you can understand why, and their record is not deleted.
Won
Customer won
Sale made. It is still the same record, with its conversations, appointments and payments.
Calls and the AI only move cards forward, between the first four columns. Marking a sale as won or lost is always up to a person, by dragging the card: at most, the AI suggests it.
Each lead
Go into the meeting knowing who you are talking to
Open a card and you have everything you need to call them or sit down with them, without listening to the whole call.
- Their business: what they do, what their company is called, how big they are, what they want to solve and by when, in their own words.
- For the meeting: what the AI suggests having ready, based on what was said.
- The next step and what is going wrong with that person, if anything is.
- Their conversations by phone and on WhatsApp, their callback requests and how they have moved through the funnel, who moved them and when.
On the call
The agent asks what your team needs to know
In the agent, you choose what you want to find out about each potential customer. It asks naturally, one thing at a time and after answering the caller, as a good salesperson would.
You choose what
What they do, what their company is called, how many people or sites they have, how many calls they get, who answers the phone now, what software they use, what they want to solve and by when.
One thing at a time
First it answers what it has been asked, then it asks a single question. If the caller would rather not say, it does not push.
The meeting, with context
Before booking the appointment, it makes sure it knows at least the company or what they do, and the appointment has that written in its subject.
It stays in their record
When the call ends, what they said goes into their record and their funnel card. If they say something new on another call, the latest is kept.
So that none get away
Callback requests at the top, with an alert
Sales get lost in the gaps: the call nobody returns, the quote that never gets sent. The funnel puts them in front of you.
Callback requests
If there is nobody to transfer the call to, the agent takes a note with their name, their confirmed phone number and what they want. It stays in their record as a callback request, and their card moves to the top of the column, flagged, until someone deals with it.
A WhatsApp for every new lead
Up to five mobiles on your team get “there is a new lead” as soon as one comes in. Without opening the panel.
Only sales calls
You choose which agents fill the funnel: the sales one, yes; the support one, no. And any record can be added by hand by dragging it in.
What the AI sees in your funnel
Where things are going wrong
What to do now: call back the same day whoever asks for it, and explain what the monthly fee includes before they ask about the price.
Example made up for this page: the analysis comes from your own leads’ conversations, when you ask for it.
The AI
A second opinion on every sale
The AI reads what was said with each lead and across the whole funnel, and sums it up in a few lines. You decide what to do with it.
How interested each one is
High, medium, low or none, on the card itself, with a two-line summary of what they want.
What could be improved
If someone was not given the price or nobody returned their call, their card says so, and the details explain what happened.
The whole funnel
At the click of a button: where things are going wrong, how many leads it affects and what to do now. For Monday’s sales meeting.
In healthcare businesses, the funnel’s AI only receives the summary of each call, never the conversation.
Frequently asked questions
What people ask about the sales funnel
Five answers before you see it in action.
Do I have to enter leads by hand?
No. With the funnel switched on, every sales call adds its card or moves it forward on its own. You can also add any record by hand and move cards by dragging them.
Can the AI mark a sale as won?
No. Calls and the AI only move cards forward, between the four open columns. Marking a sale as won or lost is up to a person; at most, the AI suggests it on the card.
What does the agent ask callers?
Whatever you select in the agent: what they do, what their company is called, how big they are, how many calls they get, who answers the phone, what software they use, what they want to solve and by when. One thing at a time, without pushing if they would rather not say.
Is it a separate CRM?
No. A lead is the same customer record as always, with its conversations, appointments and payments. Removing it from the funnel does not delete anything. And if you already work with a CRM, the agent integrates with the most widely used ones and with any system that has an API.
How much does it cost?
Nothing extra: the funnel comes with the panel, which is included in the starting price, from €200 a month with 1,000 minutes of conversation.
Put it to work on your sales calls
We help you set it up with your own calls: what the agent has to find out, which calls go into the funnel and who gets notified. That consulting is free of charge.