Devaaru
Lead Management Workflow Agent
Case Study

Lead Management Workflow Agent

End-to-end capture → enrichment → scoring → routing → nurture → meeting booking, fully synced with your CRM.

SalesAutomationIntegrationsRAG

The Challenge

Business Challenge

Leads come from many channels with missing context; slow first-response and weak qualification lower conversion.

What We Built

Our Solution

Agent captures leads (web/forms/email), enriches from public/company data, scores and routes by rules, triggers tailored sequences, and books meetings—keeping CRM tidy.

Capabilities

Key Capabilities

Multi-source capture (webhooks, forms, inbox, CSV)

Firmographic enrichment & deduplication

Scoring & auto-routing to owners/queues

Personalized outreach & nurture sequences

Calendar booking + SLA alerts

The Outcome

Measurable Results

30–50% faster first-response time

Higher MQL→SQL conversion through consistent routing

Clean CRM with auto-enrichment and timeline notes