Lead Qualification
Live preview of Convoup's Lead Qualification interface in action
The Challenge
Inbound leads arrive via WhatsApp, but there is no system to qualify, prioritize, or route them. "I'm interested in your enterprise plan" and "what are your hours?" look the same in the inbox. Without qualification, high-value leads get lost, and sales wastes time on unqualified inquiries.
How Convoup Helps
Lead qualification in Convoup is manual today. Agents can mark conversations as leads, assign a status (new, qualified, unqualified, lost), and route qualified leads to senior sales agents. The status is tracked in the contact profile. Qualification metrics are available in analytics — conversion rates over time.
- Manual lead qualification — agents mark conversations and assign status.
- Status tracking per contact — full journey from first message to close.
- Route qualified leads to the right agents.
- Track qualification metrics — conversion rates.
Works with Contact Management and Shared Team Inbox.
Lead qualification is manual today. No automatic or AI-powered lead scoring is available. Automatic scoring is on our roadmap for Q1 2027.
Structured Lead Tracking & Routing
Qualified Lead Pipeline
Categorize inquiries by deal stage, budget, and purchasing intent with visual status indicators.
Qualify Leads
Clear Status Lifecycle
Track progress from first inbound text through contract completion.
Specialist Assignment
Instantly route high-value leads to dedicated account executives.