Captures every enquiry
Pulls leads from your forms, inbox, chat, and calls into one place so none get lost on the way in.
Stop losing deals to slow follow-up
Most lost deals were never about price or product. The enquiry came in, no one followed up in time, and the buyer moved on. AI keeps every lead moving so nothing falls through the gaps.
The problem
The leak is the process
Most teams assume they need more leads. Look closely and the real issue is what happens after a lead arrives. Enquiries sit unanswered, follow-ups get forgotten, and good prospects go cold while everyone is busy.
A buyer who reaches out is interested right then. Wait three days and that interest fades or goes to whoever replied first. The deal was winnable. The follow-up just never happened.
AI fixes the part people are bad at: doing the same diligent steps every time. It captures each enquiry, sorts the ready buyers from the browsers, hands them to the right rep, and chases the next step until it happens.
How it works
From enquiry to next step
We map how leads actually move through your team, then automate the steps that keep getting dropped.
01
Map your pipeline
We trace how an enquiry travels from first contact to close, and find exactly where leads stall or go quiet today.
02
Connect your CRM
We wire the system into Salesforce, Zoho, HubSpot, or whatever you use, so every lead and action lives in one place.
03
Set the rules
We define how leads get qualified, who they go to, and which signals should trigger a follow-up, based on how you sell.
04
Launch and refine
We turn it on for one segment, watch the follow-up rate climb, and tune the qualifying and timing as results come in.
What's included
A rep that never forgets to follow up
Each automation is shaped around how your team sells, not a generic sequence.
Qualifies the lead
Sorts the ready-to-buy from the just-looking, so reps spend their time where it actually pays off.
Routes to the right rep
Assigns each lead by territory, product, or workload, instantly, so nothing sits in a shared inbox.
Drives follow-up
Triggers the next touch when a reply is overdue, a proposal sits unopened, or a call ends with no next step.
Keeps the pipeline clean
Flags stale deals, missing details, and stalled stages so your CRM reflects reality instead of wishful thinking.
Shows what is working
Surfaces where deals stall and which follow-ups convert, so you fix the process with evidence.
Where it helps
Where it lifts conversion
The biggest gains come from the moments between enquiry and close that usually get neglected.
Inbound enquiry handling
Capture, qualify, and route every lead the moment it arrives, so fast-moving buyers reach a rep first.
Follow-up sequences
Chase quotes, proposals, and quiet threads automatically until the prospect replies or the deal closes.
Pipeline hygiene
Keep stages, owners, and next steps accurate so forecasts mean something and nothing gets forgotten.
Lead reactivation
Re-engage old enquiries that went cold with timely, relevant follow-up instead of letting them sit.
Real-world example
A B2B firm with 100 enquiries a month
A B2B company getting steady enquiries but losing deals because follow-up was slow and uneven across the team.
Before
- Enquiries sometimes waited a day or two before anyone replied.
- Follow-up depended on memory, so proposals and quotes went quiet and stayed quiet.
- No one could see clearly where in the pipeline deals were dying.
After
- Every enquiry is captured, qualified, and routed to a rep within minutes.
- Overdue replies, unopened proposals, and stalled deals trigger follow-up on their own.
- Follow-up completion and conversion both climb, with the leaks now visible and fixable.
What to expect
Fewer deals slipping through
0 to 30%
Lift in conversion
0%
Of enquiries captured
0 to 60
Days to measurable results
<0 min
Time to first response
FAQ
Questions, answered
What teams ask us most about ai sales automation.
No. It handles the repetitive parts: capturing, sorting, routing, and chasing follow-ups. Your reps spend their time on the conversations and decisions that actually close deals.
Keep exploring
Related solutions
Let's build
Build AI systems that work the way you do
Book a consultation. We'll map your workflows, pinpoint the highest-ROI automations, and show you exactly what going live looks like.
connect@codexgate.comMalaysia · Hong Kong