CRM and qualification
Every opportunity comes with a story and a next step.
We centralise contacts and opportunities in Kano. Agents help classify responses, identify interest and prepare follow-up so the sales team has context.
Where we can help
Capturing interest isn't enough if no one knows what to do next.
We define how a contact enters the system, what information is needed to assess fit and what should happen next. The CRM and agents work within that process, with explicit criteria and responsibilities.
When it fits. For businesses receiving contacts from several channels, qualifying them manually or losing the thread between an enquiry and the next sales conversation.
- Contacts and opportunities
We bring available sales information together and define stages, tasks and responsibilities. The history should make it possible to continue the conversation.
- Qualification with agents
Agents analyse responses and available context, record a reason for each classification and escalate uncertain cases for human review.
- Connected follow-up
We prepare tasks and automations around agreed signals and permissions. Channels, cadence and contact conditions are validated before activation.
- Sales visibility
We connect source, status and next actions when the data allows it. We review which enquiries progress and where continuity breaks down.
What we observe
to improve.
Reviewed, qualified and pending leads; time between stages when records exist; open opportunities, progress and recorded sales. An automated classification does not itself equal a sale.
An example to make it concrete
From the problem
to the next step.
A response shows interest but lacks the information needed to confirm fit. The agent keeps the conversation history, explains its classification and proposes checking the need. The sales team receives the context and a follow-up task.
Illustrative scenario. This is not a customer case or a measured result.
Qualification depends on agreed criteria and available information. Ambiguous cases are reviewed. Closing still requires a suitable offer and a sales conversation; it is not presented as a guaranteed automated sale.
A concrete first step
Let's start with your situation.
We review what you need and propose a scope to get started. Setup, operations and external costs are agreed before you commit.