Revenue operations
Respond to enquiries quickly and route them consistently
Capture every enquiry with the right information attached, score it against rules you can read, and get it to the right person before the lead cools.
Who this is for: Businesses where enquiries arrive faster than they can be qualified, or where a good lead occasionally goes unanswered for a day.
Available as a pilot
This is the next system BrisAI is building for itself: a lead qualification and client intake workflow where a model interprets the enquiry but explicit, readable rules make the routing decision. Until it is running and evaluated, treat this family as a custom build we are ready to scope rather than one we can show you evidence for.
You will recognise this if…
- Enquiries arrive through several channels and get handled inconsistently depending on who sees them first.
- Qualifying a lead means re-reading the form and making a judgement call that nobody records.
- The CRM is a partial record because updating it is somebody's least favourite task.
What we deliver
- Lead capture and enrichment
- Qualification and deterministic scoring
- CRM record creation and deduplication
- Personalised acknowledgements and follow-ups
- Sales alerts and task creation
- Proposal, quote and onboarding workflows
- Client intake and document collection
- Pipeline summaries and stalled-lead prompts
Common builds
Concrete systems in this family, described the same way the free Snapshot describes them.
Lead qualification
New enquiries are enriched, scored and routed, so the ones worth time surface immediately.
An intake step that captures the enquiry, fills in what is publicly known about the business behind it, scores it against the work you actually want, updates your CRM and tells you which ones to call first.
Sales research
Background on a company, its people and its recent activity, prepared before the call rather than during it.
A research step that assembles a short briefing on any prospect from public sources, so the person making the call starts informed instead of spending twenty minutes reading a website.
CRM automation
Records update themselves from the conversations that already happened, and stale opportunities surface.
A layer that writes interaction summaries and next steps into your CRM from email and meetings, flags deals that have gone quiet, and stops the CRM being a thing people update on Friday afternoon.
AI-assisted quotations
Quotes drafted from your pricing rules and previous jobs, ready for a person to check and send.
A drafting step that reads the enquiry, finds comparable jobs you have priced before, applies your pricing rules and produces a quote for review. The rules stay yours and stay explicit — the model fills the document, it does not set the price.
How we work on this
01
Agree the rules
What makes a lead high priority is a business decision, written down as rules, not something a model should be left to infer.
02
Capture and validate
The form, the duplicate check and the audit record come before any clever interpretation.
03
Interpret, then decide
The model extracts and summarises. Deterministic scoring makes the routing call, so every decision can be explained.
04
Acknowledge and alert
The enquirer hears back, the CRM has a complete record, and the right person is told.
Systems we connect for this
- HubSpot
- Microsoft 365
- Google Workspace
- Slack
- Custom APIs
We connect the systems your team already uses. Naming a platform here means we can integrate with it, not that we are partnered with or endorsed by it.
Evidence
We have not published a case study in this family yet. Rather than show an illustrative example and let it read as proof, we would rather say that plainly — and show you the work we have written up, so you can judge how we build and what we are willing to claim.
Questions
- Does an AI decide which leads are worth pursuing?
- No. We use the model for what it is good at — reading an unstructured enquiry and extracting what is in it — and leave the scoring to explicit rules you can read and change. An opaque sales decision is not something you want to have to defend.
Next step
Describe the process that prompted you to read this page. If it is a good fit we will say so, and if it is not we will say that too.