Two-way CRM sync
Agents read account context before acting and write results back in real time. A rep's manual edit always wins.
Every lead worked. Your reps step in when it counts.
applyd.ai answers new leads, qualifies them against your rules and follows up across channels.
Sara Malik · Northwind Freight
Inbound demo request
Fit score 82/100
AgentPersonOutcome
- Agent captured the leadDe-duplicated and enriched with company size and region.
- Agent qualified itMatched 4 of 5 fit rules and asked about timeline by email.
- Handed to a repSara asked about volume pricing, which your rules reserve for a person.
- Rep booked the meetingThursday 15:00, with a call brief written by the agent.
How a lead moves through applyd.ai
Five agents, one job each. Every stage has a written rule for when a person takes over, and your CRM stays current throughout.
Capture every inbound lead
Picks up leads from forms, site chat, shared inboxes and ad lead forms. Removes duplicates and enriches the record before anyone looks at it.
Hands to a person whenthe lead belongs to an open opportunity. It goes straight to that owner.
- Listens to
- Web forms, site chat, shared inboxes, ad lead forms
- Produces
- One clean record with source attribution
Your team decides where the agents stop
You set the hand-off rules before launch and can change them at any time. Agents never negotiate, discount or commit on your behalf unless you allow it.
- Pricing and contract questionsPersonRouted to the account owner with the conversation so far.
- High-fit accountsPersonAbove your score threshold, a rep takes the first call.
- New message templatesPerson approvesNothing new is sent until a manager approves it.
- Routine follow-up and schedulingAgentHandled end to end and logged in the CRM.
Audit log · Northwind Freight
- AgentEnriched the record with company size and region
- AgentSent an approved email template
- PersonAccount owner took over: pricing question
- AgentRep edit kept, agent change skipped
- AgentWrote call brief to CRM
Built for enterprise revenue teams
The agents run on a multi-tenant platform with the controls sales leaders and security reviewers ask about first.
Separate workspaces
Each business unit, region or brand gets its own data, playbooks and permissions.
One history per lead
Email, SMS, WhatsApp, chat and voice land in a single conversation, so a rep never asks the same question twice.
Agent versus human reporting
Compare response time and conversion for agent-handled and rep-handled leads, stage by stage.
What a pilot measures
Every pilot runs agents on a share of your leads and compares them with your current process. These are the numbers we report back.
Time to first response
Median minutes from lead creation to first reply, agent versus team.
Qualification rate
Share of leads reaching your fit threshold, with the reasons logged.
Meetings held
Meetings that took place, not just booked, per hundred leads.
CRM completeness
Required fields filled on agent-worked records versus manual ones.
- Step 1
Connect your systems
Link your CRM, inboxes, calendars and lead sources. Nothing changes for your reps yet.
- Step 2
Agree the rules
Set qualification criteria, hand-off points and approved messages with your team.
- Step 3
Run and compare
Agents take a share of leads. You review the results and decide whether to widen the rollout.
Security your reviewers can check
We share our security documentation under NDA as part of every enterprise evaluation.
- Tenant isolation
- Each customer workspace is logically separated, with its own access policies.
- Roles and audit log
- Role-based access for admins, managers and reps. Every agent action is logged and traceable.
Common questions
See it on your own lead flow
The demo uses your funnel stages and hand-off points, not a generic script.
- A 30-minute call with someone who has set up the agents before
- A walkthrough mapped to your CRM and channels
- A written pilot proposal if it's a fit