AI lead qualification that turns calls and messages into leads you can act on
Frontivo.io asks the people who call or message you the questions you would ask yourself: what they need, when, how urgent it is and where they are. It captures their name and contact details, recommends the right service or product, and saves them as a lead with a short summary your team can act on. On Starter and Growth, leads flow into a pipeline, and on Growth they also sync to HubSpot, Pipedrive or GoHighLevel and can trigger Zapier, Make or your own tools through webhooks. Lead capture is included in every plan, with a 14-day free trial.
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What is AI lead qualification?
AI lead qualification is when an AI receptionist asks a new caller or message sender a set of questions during the conversation, such as what they need, their timeline, how urgent it is and their location, and records the answers along with the person's contact details. The result is a lead that tells the business who the person is, what they want and how soon, before anyone on the team picks up the phone. Frontivo.io qualifies leads on every channel it answers and saves each one with a transcript and an AI summary.
How AI lead qualification works in Frontivo.io
- 1
Tell the AI which questions matter for your business in the setup wizard: for most businesses that is the need, the timeline, how urgent it is and the location or service area.
- 2
When someone new calls or messages, the AI answers their questions first, from your knowledge base, and works your qualifying questions naturally into the conversation.
- 3
It captures the person's name, phone number or email and the service or product they asked about.
- 4
If the person is choosing between options, the AI explains what you offer and recommends the right one, then captures them as a qualified lead. It doesn't take payment.
- 5
If they're ready, it books an appointment on your real calendar in the same conversation.
- 6
The lead is saved with the full transcript and a short AI summary of who they are, what they need and what happens next, and your team gets an alert.
- 7
Your team gets an alert in Slack, Microsoft Teams, Google Chat, Discord or Telegram if you connect one, and the lead can be added to a Google Sheet (every plan). On Starter and Growth, it also appears in your CRM pipeline, and on Growth it syncs to HubSpot, Pipedrive or GoHighLevel and can be sent to Zapier, Make or your own tools with a signed webhook.
What AI lead qualification can do
Ask your qualifying questions
Need, timeline, urgency and location by default, with the questions you add for your business, asked in a natural conversation rather than a form.
Capture contact details
Name, phone number or email and the service requested, so your team has what it needs to follow up.
Work on every channel
Phone, website chat and voice, SMS, WhatsApp, Instagram DM, Facebook Messenger and email all qualify leads the same way into the same inbox.
Recommend and sell
Explains your services or products, suggests the best fit and captures the buyer as a lead for your team to close.
Summarise each lead
Every lead comes with a short AI summary next to the transcript, so a busy team can see what matters in seconds.
Flag urgent leads
When a caller describes an emergency or an escalation rule matches, the AI alerts your team right away and, on every plan that answers calls, can transfer the call live.
Track leads in a pipeline
On Starter and Growth, the CRM shows every lead in a pipeline and every customer with their full history of calls, chats and bookings.
Send leads to your CRM
On Growth, leads sync to HubSpot, Pipedrive or GoHighLevel automatically, new leads with an email can join your Mailchimp or Klaviyo list, and signed webhooks pass them to Zapier, Make or any other tool you use.
Which plans include lead qualification and capture?
Lead qualification and capture are included in every plan: Starter ($299/month), Growth ($549/month) and the single-channel plans, with every lead saved in the inbox with a transcript and AI summary. Team alerts and Google Sheets are on every plan. The CRM pipeline with customer history is on Starter and Growth. HubSpot, Pipedrive and GoHighLevel sync, Mailchimp and Klaviyo, signed webhooks, the REST API and booked revenue by channel, which shows which channels bring in booked revenue, are on Growth. See pricing.
Compare all plansWhat it doesn't do (yet)
- There is no lead scoring today. The AI captures the answers and summarises them; your team decides how hot a lead is.
- The CRM pipeline and customer history need Starter or Growth; HubSpot, Pipedrive and GoHighLevel sync, webhooks and the API need Growth. On single-channel plans, leads live in the inbox (and in Google Sheets or team alerts if you connect them).
- It recommends your services and sends your booking or payment links, but doesn't process payments itself; the buyer is captured as a lead for your team to close.
- HubSpot, Pipedrive and GoHighLevel are the CRMs it syncs to directly. Other CRMs, like Salesforce or Zoho CRM, connect through Zapier or Make using signed webhooks; a native Frontivo.io app in Zapier is coming soon.
More on what Frontivo.io is and isn't: Why Frontivo.io.
FAQ
Lead qualification and capture: FAQ
Straight answers about lead qualification and capture in Frontivo.io.
- By default it asks what the person needs, their timeline, how urgent it is and where they are, and it captures their name and phone number or email. You can add the questions that matter for your business, such as property size or the type of vehicle.
Still have questions?
Pick whatever's easiest. We're happy to help.
Keep exploring
Related features
- AI phone receptionist
- AI appointment booking
- Integrations and automations
- Unified inbox, transcripts and AI summaries
Learn more
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- The benefits of an AI receptionist, and the honest drawbacks
- AI receptionist vs answering service: what actually changes?
- AI receptionist for small business: what to look for and how to choose
- Roofing answering service
- Answering service for contractors & remodelers
- Real estate answering service
- Insurance agency answering service
Put lead qualification and capture to work today.
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- 14-day free trial
- No credit card
- Cancel anytime
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