AI lead response and booking engine
Every web form, ad lead or CRM webhook gets a scored reply in under a minute, hot leads get calendar slots and a sales task, cooler leads start a nurture sequence.
The problem it solves
Leads sit in a form inbox until someone opens it. By the time a human replies the prospect has three other quotes. The fix is not a faster human, it is a first response that arrives in a minute and a human who only steps in when the lead is worth it.
What it does
- Normalises the lead from any source (web form, ad platform, HubSpot or GoHighLevel webhook) and applies a 24 hour duplicate guard.
- AI qualification returns a score, intent, summary and a drafted reply.
- Hot leads get an instant SMS or WhatsApp reply, three calendar slots, a 15 minute sales task and a Slack alert.
- Cooler leads are logged in the CRM and started on a nurture sequence.
- A second trigger takes voice agent call ended webhooks (Retell, VAPI), writes the summary to the CRM and books a visit when asked.
How it was tested
- Hot lead, cool lead, duplicate lead inside 24 hours, voice call summary with booking, malformed payload.
- Every path exercised on sample data with the external calls recorded.
Screens
Who it is for
Clinics, real estate agencies, home services, any business paying for leads it answers too slowly.
See it running on a call → hamza.jamal@finamatik.com
Built and tested on sample data before any live credential is connected. Every system Finamatik ships is adapted to the client's own tools and owned by the client outright.