--- title: "CRM with AI: lead qualification and draft replies | attendo" description: "Sales AI filters spam, classifies, scores and assigns every lead, and leaves a draft waiting for your approval. The AI in attendo CRM, with its cost in view." url: "https://attendo.me/en/modules/ai-crm" lang: "en" --- # The 3 AM lead, drafted by 9 A form comes in overnight. marIA filters out spam, classifies, scores and assigns the lead, and writes the draft reply. When the sales rep gets in, they read it, fix it and send it. - Nothing goes out without approval by default - Set up during onboarding - The cost of each operation, in plain view ## Sales AI: what it does ### Every lead, qualified The lead comes in through a form on your website, email or chat, with the campaign it came from. A flow filters out spam and classifies it by industry, size and urgency. Then it scores fit and assigns it by your rules. These flows are set up during onboarding. ### Drafts that wait marIA writes the first reply with the account history in front of it. The draft waits in an inbox until the sales rep reads it, fixes it and sends it. ### The lead, before you call On the lead record, a panel brings together its summary, pain points and strengths. It adds public information about the company, a SWOT and a draft proposal, which marIA prepares when the stage changes. Each card flags when the analysis is out of date. ### Health of every customer It combines activity, issues and satisfaction into one indicator. If health drops to critical, an optional flow creates a task for the account owner. You see churn coming. ### Prospecting with SWOT You state what you sell and marIA gathers companies from several sources. It removes duplicates and prepares a SWOT for each one. Every campaign email is written for that company. With LinkedIn Sales Navigator, it automates searches, invitations and messages from each sales rep’s account, through an external provider: it is not LinkedIn’s official API. Each user accepts a legal notice, there are daily limits, and the risk of restriction falls on that account. ### A reading of the sales report In reports by sales rep, marIA writes a plain-language reading: who is above average and who is drifting from target. It drops sentences with figures that are not in the report. Its metrics are one more tab in your sales metrics. ## Step by step This is how it is used day to day, on the same document as the rest of the modules. ### Step 1 · Connect your provider and set the cap With your key and a monthly budget that warns you as it gets close and stops the AI once it is reached. ### Step 2 · Set up the qualification flows They ship switched off. During onboarding they are filled in with your industries, your assignment rules and your ideal customer. ### Step 3 · The lead comes in and marIA prepares it It arrives clean, classified, scored and assigned, with its AI panel and a draft waiting in the inbox. ### Step 4 · The sales rep reviews and sends They fix the draft and send it, or discard it. If the opportunity enters [AI Autopilot (Multiple AI Agents)](https://attendo.me/en/modules/ai-autopilot), it follows its process with its score. ### marIA in Sales AI marIA filters out spam, classifies, scores, drafts and summarizes. It does not close deals or write to your customers on its own: automatic sending exists only for low-score leads, if an administrator turns it on. Every operation is logged with who started it, the model and its cost, under the monthly cap you set. [See attendo CRM](https://attendo.me/en/crm). ## It fits every area Industry solutions [attendo CRM](https://attendo.me/en/crm) ### Industries that use it - [Equipment manufacturers and distributors](https://attendo.me/en/industries/equipment-manufacturers): A CRM that knows what you sell - [Contractors, construction and engineering](https://attendo.me/en/industries/contractors): Bids you can track and get signed - [Compliance for consulting firms](https://attendo.me/en/industries/compliance): Evidence with a trail, and your firm in order - [Consulting and professional services](https://attendo.me/en/industries/professional-services): Proposals you send, track and get signed - [And any other business](https://attendo.me/en/industries): attendo can be set up for any line of business. See all industries Use cases by department [Sales and after-sales](https://attendo.me/en/use-cases/sales) ## Where it fits (and where it does not) - It does not close deals or send anything on its own: the draft waits for a person. - The qualification flows are not active out of the box. They are set up and switched on during onboarding. ## Modules that go hand in hand ### [AI Autopilot (Multiple AI Agents)](https://attendo.me/en/modules/ai-autopilot) Micro-agents that score and prioritize. You take the wheel. ### [Quote management and web quotes](https://attendo.me/en/modules/quotes-and-web-offers) Quotes with options that the customer opens, picks and accepts ### [Asynchronous and real-time communications](https://attendo.me/en/modules/channels) Email, WhatsApp, Teams, Meet, web chat and phone, channel by channel ### [AI-Chat and DB Assistant](https://attendo.me/en/modules/ai-chat) Ask in plain language. Get answers from your data, with the source. ## Glossary terms Sales and customers ### Sales pipeline Pipeline The sales pipeline is the set of open sales opportunities, organized by the stage each one is in. Sales and customers ### Weighted forecast Weighted pipeline A weighted forecast is the sum of open opportunities, each multiplied by its probability of closing. Sales and customers ### Churn Customer churn · churn rate Churn is the loss of existing customers, usually because they do not renew their contract. [See all 53 glossary terms](https://attendo.me/en/glossary) ## Frequently asked questions ### Is Sales AI another CRM? No. It is the AI layer of [attendo CRM](https://attendo.me/en/crm) and works on the same customers, contracts and opportunities. Without it, the CRM works in full. ### Does the AI write to my customers by itself? Not by default. Drafts wait for approval. Automatic sending exists only for low-score leads, if an administrator turns it on, and it is logged. ### What if it scores a lead wrong? The score is a number you can ignore or adjust. You set the criteria, and the lead panel shows what each agent did. ### Does it research my customers online? It only gathers public information about the lead’s company to prepare the call. It does not access anything private and, out of the box, the rows in your tables only travel to Scaleway or to your Microsoft 365 Copilot. ### How much does it cost to qualify a lead? Whatever it uses at your AI provider, shown on the usage screen. You set a monthly cap and, once it is reached, the AI stops. ## Try it with your processes We will show it to you with your own document types and the way you work. If it is not a fit, we will tell you. - With your operation, not a generic demo - A real person from our team replies - No cold calls afterwards Would you rather talk first? - Phone [+34 910 053 530](tel:+34910053530) - Email [sales@attendo.me](mailto:sales@attendo.me) - Monday to Thursday 9:30 AM to 6:30 PM and Friday 9:30 AM to 2:30 PM (Spain time)