Solution · Sales & Lead Management
AI lead management that never lets an enquiry go cold
Clientager answers new enquiries on phone, WhatsApp, chat, email and SMS, asks your qualifying questions, books the next step and hands hot leads to your team with the full story.
Ready for your review in 24–48 hours
Customer: Hi, saw your ad. How much for a kitchen remodel?
Clientager: Hi, I'm the AI assistant for Brightline Renovations. Happy to help. Costs depend on size and finishes. Is this a full remodel, or new cabinets and counters only?
Customer: Full remodel. Kitchen is about 12 by 14 feet.
Clientager: Thanks. Do you have a rough budget range in mind, and when would you like work to start?
Customer: Maybe $15–20k. Ideally before the holidays.
Clientager: That's a realistic range for a full remodel of that size, and our estimator can confirm on site. I can book a free in-home estimate. Would Tuesday at 10:00 or Thursday at 4:00 work?
Customer: Thursday at 4 works.
Clientager: Booked: Thursday at 4:00 pm with Mark, our estimator. I'll send a reminder the day before. Could you share your address so he can plan the visit?
What Clientager did
- Lead created: full kitchen remodel, budget $15–20k, start before holidays
- Lead score: hot, assigned to estimating team
- Estimate booked: Thu 4:00 pm
- Reminder scheduled: Wed 10:00 am
Quick answer
What is AI lead management?
AI lead management means an AI agent answers new enquiries the moment they arrive, asks the questions your sales team would ask, scores and routes the lead, books a call or visit, and records everything in your CRM. With Clientager, our team configures the agent around your sales process, you approve it, and it follows up until the lead converts, declines or needs a human.
Illustrative example
Customer message
Can someone come and give me a quote?
Happy to help with that. Let me check and get it sorted for you now.
Saved to the customer record
What Clientager handles for sales & lead management
- Answer every new enquiry
- Ask qualifying questions
- Score and route leads
- Book calls and visits
Live availability
Booked · reminder scheduled
What gets missed today
Leads arrive when nobody is free
Enquiries come in during jobs, viewings, meetings and evenings. By the time someone calls back, the buyer has often already spoken to a competitor who answered first.
Every channel is a separate inbox
A lead might call, then send a WhatsApp, then fill in a web form. Without one record, your team asks the same questions twice and nobody knows who owns the conversation.
Qualification depends on who picks up
One person asks about budget and timeline, another forgets. Your best salespeople end up spending time on tire-kickers while serious buyers wait.
Follow-up quietly stops
A lead who said "call me next month" needs a reminder, a nudge and a record. When follow-up lives in someone's head, it rarely happens on time.
What Clientager can handle for you
- Answer every new enquiry
- Ask qualifying questions
- Score and route leads
- Book calls and visits
- Follow up on quiet leads
- Log leads in the CRM
- Reactivate older leads
- Hand hot leads to sales
Enquiries it handles every day
- “How much does it cost?”
- “Can someone come and give me a quote?”
- “Do you have availability this month?”
- “Is this listing still available?”
- “Can I book a test drive or demo?”
- “What's included in your package?”
- “Do you offer financing or payment plans?”
- “Can I speak to someone today?”
How it works
- 01
Instant first response
A new enquiry arrives on any channel. The agent introduces itself as the business's AI assistant, thanks the person and starts a helpful conversation within moments.
- 02
Qualification in plain conversation
It asks the questions you approved, such as need, budget range, timeline, location and decision maker, without making it feel like a form.
- 03
Scoring and routing
Using your rules, the lead is tagged hot, warm or nurture and assigned to the right person, team or territory, with a summary of what was said.
- 04
Next step booked
Qualified leads are offered a call, demo, estimate or visit in real calendar slots. The confirmation goes out on the channel the lead prefers.
- 05
Follow-up until there is an outcome
Leads who are not ready get timed follow-ups. Every message, answer and result is recorded so your team can see the full history at a glance.
Home services: turning quote requests into booked estimates
For contractors, roofers, HVAC and remodeling companies, most leads are a phone call or a form asking "how much?" while the owner is on a job site. Clientager answers right away and gathers what an estimator needs: property type, scope, budget range and timing. It then offers real estimate slots from your calendar, so the lead leaves the conversation with a booked visit instead of a promise that someone will call back.
The agent never invents a price. If you share price ranges, it gives them with your wording and caveats; if not, it explains that the estimator confirms pricing on site. Urgent jobs, such as an active roof leak or a failed furnace in winter, are flagged for a fast human callback. Every lead lands in your CRM with a short summary your team can read in seconds.
Real estate: qualifying buyers, sellers and renters
Property enquiries arrive from portals, sign calls and social ads, often in the evening. Clientager asks whether the person is buying, selling or renting, then covers budget, preferred areas, financing status and move date. Buyers can be offered matching listings and viewing slots, and sellers a valuation appointment. A lead who is only browsing is still recorded properly, with a check-in scheduled at the interval you choose.
Agencies can route leads by area, listing or round-robin rules, so the right agent gets the right buyer with the context already written down. Solo agents get protected time: only qualified viewings reach the calendar, and everyone else stays in a tidy pipeline for later. If a caller phones after messaging on WhatsApp, the agent recognizes them and continues the same conversation.
Car dealerships and professional services
At a dealership, leads ask whether a vehicle is in stock, what a monthly payment might look like, or what their trade-in is worth. Clientager confirms details you provide, collects trade-in information such as year, mileage and condition, and books a test drive or appraisal with the right salesperson. Finance questions beyond your approved wording go to the finance team, so nobody is quoted terms they cannot get.
For law firms, accountants, mortgage brokers and insurance agencies, the lead is often a person with a stressful problem. The agent gathers the basics, checks fit against your criteria, books a consultation and makes clear it cannot give legal, tax or financial advice. Sensitive matters are flagged for a professional. AI handles routine work. Your team steps in when human judgment matters.
Frequently asked questions
How is AI lead management different from a web form or auto-responder?
A form collects details and waits. An auto-responder sends the same message to everyone. Clientager actually holds the conversation: it answers questions, asks follow-ups based on what the person says, books a real time slot and records the outcome. It also continues the follow-up later, which a form never does.
Can I control which questions the agent asks to qualify a lead?
Yes. During setup you tell us what makes a good lead for your business, such as service area, budget, timeline or property type. We configure the questions and the scoring rules, you review them in testing, and nothing goes live until you approve. You can adjust them later as your sales process changes.
What happens with a lead that's ready to buy right now?
You choose. Hot leads can be booked straight into a salesperson's calendar, transferred live on a phone call during business hours, or flagged with an instant alert so someone calls back quickly. The salesperson receives a short summary so they do not need to repeat the qualification questions.
Does it work with the CRM we already use?
Clientager keeps its own CRM records of every lead and conversation. Connections to tools common in sales teams, such as HubSpot, Salesforce or Pipedrive, are confirmed during setup based on your account. If a direct connection is not available, we'll discuss export or other options with you.
How quickly can our lead management go live?
Our team configures, builds and tests the agent around your sales process. It is usually ready for your review within 24–48 hours. You test it, request changes, and approve it before any real lead speaks to it. Most businesses start with one channel and add others afterward.
What does it cost?
Plans start at $39 per month with 200 voice minutes, with Growth and Scale plans for higher volumes. Setup is included. See our pricing page for current details; prices may vary by region.
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Want this for your business?
Tell us how your business works. We'll build the AI around it, test it, and have it ready for your review within 24–48 hours.