Lead Management.
From capture to qualified pipeline.

Lead Capture

Lead Ingestion

Captures and organizes new leads from connected sources and adds them to the sales pipeline.

Lead Enrichment

Data Enrichment

Enriches lead records with company, role, contact, and other relevant business information to improve qualification accuracy.

Lead Qualification

Sales Readiness Assessment

Evaluates leads against configurable sales criteria and identifies prospects that are ready for direct sales engagement.

Lead Scoring

Prospect Prioritization

Assigns a score to prospects based on engagement signals, profile information, and qualification criteria to prioritize the sales pipeline.

Sales Outreach

Personalized Prospect Outreach

Creates and sends personalized outreach messages based on the prospect profile, account context, and configured sales messaging.

Email Automation

Sales Email Sequences

Automates personalized sales emails, follow-up sequences, reminders, and re-engagement messages based on prospect behaviour.

Meeting Scheduler

Meeting Coordination

Coordinates calendars and schedules meetings between sales representatives and prospects without manual back-and-forth.

CRM Update

CRM Data Maintenance

Creates and updates leads, contacts, accounts, opportunities, and activity records in the CRM to keep sales data accurate.

Opportunity Management

Pipeline Management

Tracks opportunity stages, updates deal information, and helps maintain an accurate and up-to-date sales pipeline.

Sales Summary

Activity Summarization

Summarizes sales activity, customer interactions, open opportunities, and important account updates for sales reps and managers.

Sales Analytics

Sales Performance Insights

Analyzes sales activity, pipeline health, conversion rates, and performance data to provide actionable business insights.

Salesforce

CRM · Salesforce

Syncs leads, contacts, accounts, opportunities, and activity data between SoloBuildAI and Salesforce CRM.

HubSpot CRM

CRM · HubSpot

Syncs contacts, deals, companies, and engagement data between SoloBuildAI and HubSpot CRM.

Google Calendar

Calendar & Scheduling

Connects to Google Calendar for availability lookup and interview or meeting scheduling.