AI LEAD QUALIFICATION

Qualify every lead before your sales team takes over.

ZIP engages new and existing leads, asks the questions your qualification framework requires, interprets conversational answers, and gives your team a structured handoff when the opportunity is ready.

What ZIP changesConsistent qualification at any lead volume, while your sellers focus on conversations that can move.
01 / THE WORK

Where the current process breaks.

01

Speed-to-lead varies

Prospects arrive outside working hours or during busy periods and wait too long before anyone starts a meaningful conversation.

02

Qualification is inconsistent

Different reps ask different questions, interpret answers differently, and leave critical customer information missing.

03

Handoffs lose context

A qualified lead reaches a seller without a clear record of needs, urgency, authority, objections, or what was already promised.

02 / THE ZIP WORKFLOW

How ZIP handles the job.

ZIP works across the CRM and communication channels you already use. Human sellers stay involved where judgment or a relationship matters.

1

Respond

ZIP engages the lead promptly through the channel configured for that source and journey.

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2

Discover

The agent asks natural follow-up questions based on your qualification framework and the answers it receives.

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3

Evaluate

ZIP captures the facts, identifies missing information, scores relevant signals, and updates CRM fields.

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4

Hand off

Qualified leads reach the right seller with a concise brief, full conversation context, and an agreed next action.

03 / WHAT YOUR TEAM GETS

Work completed, with context your team can trust.

WORKS WITH YOUR EXISTING STACK
SalesforceHubSpotZoho CRMLeadSquaredWhatsAppVoiceEmailChat

No CRM migration required. Start with one workflow and expand after your team sees the result.

04 / COMMON QUESTIONS

What teams ask before deployment.

Can we use our own qualification framework?+

Yes. ZIP can be configured around your questions, required fields, scoring logic, stage definitions, disqualification rules, and human handoff criteria.

Can ZIP understand free-form answers?+

ZIP is designed to interpret conversational responses rather than relying only on fixed form choices. Important facts are converted into structured fields for review and CRM updates.

Can it qualify leads on WhatsApp and calls?+

Yes. Qualification workflows can span voice, WhatsApp, email, and chat, depending on the communication providers and customer permissions you connect.

Does it replace the sales representative?+

ZIP handles repetitive discovery and data capture. Human sellers can take over when a lead is qualified or whenever the conversation requires judgment, negotiation, or relationship-building.

START WITH ONE JOB

Put ZIP to work on your CRM.

Choose the sales work consuming your team’s time. ZIP connects to your existing systems and starts with a focused deployment.

Book a deployment call ↗