Sales Qualifier
Score inbound leads and write clean notes into your CRM so reps only see the ones worth their time.
Stop paying senior reps to chase form fills that were never going to close.
The problem
Marketing delivers volume, but reps waste mornings on unqualified inbound — wrong budget, no decision-maker, vague timeline. CRM notes are empty or inconsistent, so pipeline reviews become guesswork.
Why teams choose Sales Qualifier
Sales Qualifier engages inbound leads within minutes, asks the questions your best rep would ask, and scores against your rubric — budget, authority, need, timeline. Structured notes land in HubSpot or Salesforce before a human ever picks up the phone.
Reps stop playing telephone tag with tire-kickers. Managers get a consistent qualification standard instead of every rep inventing their own. Calendar holds can be offered automatically when a lead clears your threshold.
Business outcomes
- •2× faster speed-to-lead on inbound forms
- •Reps spend 30%+ more time on qualified opportunities
- •Standardized BANT-style notes in CRM on every conversation
- •Full audit trail for marketing attribution and coaching
Ideal for
Professional services, agencies, and B2B firms with inbound lead flow, a defined ICP, and reps who should be selling — not doing first-pass discovery on every form submit.
How it works
We start with discovery to confirm fit, then provision your workspace, configure the template for your tier, and hand off access through the EdgeBridge client portal or licensed API. Custom builds follow a scoped milestone plan; licensed deployments can expand seats or move to enterprise as you scale.
Human oversight
Every automation ships with a clear off-switch and a human review path. Sensitive actions can be gated behind approval. Every action is written to an audit trail your team can inspect and export.
Security & data
Deployed on the cloud or private environment you specify, with per-license isolation. API keys are hashed and stored once. Chat logs are redacted by default. Your data is never used to train shared models. Enterprise plans include a signed DPA and can pin data residency.
Interactive use case
Try a live workflow with realistic sample data. Production deployments are scoped and licensed to your environment.
Sales Qualifier use case
Licensing
Every engagement starts with a conversation. We don't publish list prices — Sales Qualifier is available as a custom build, a per-seat license, or an enterprise agreement depending on your scale, compliance needs, and how closely the catalog template fits your environment.
Custom build
Tailored to your stack, data, and workflows. Scoped after discovery and delivered as fixed-fee milestones or an ongoing retainer.
- • Your integrations and data sources
- • Custom models or rules where needed
- • Implementation + handover docs
- • Quoted after a discovery call
Per-seat license
License a production-ready workflow for named users. Scale seats as your team grows — pricing aligned to headcount and usage band.
- • Named users with role-based access
- • Standard support and updates
- • Usage caps agreed upfront
- • Add seats without re-implementation
Enterprise license
Organization-wide deployment with security review, SLA, and optional dedicated cloud or data residency.
- • Site or org-wide coverage
- • Signed DPA / BAA where required
- • Dedicated support channel
- • Custom SLA and audit requirements
Reference configurations
Starting points from past deployments — final scope and licensing model are agreed during discovery.
Starter
Up to 3 seats · 1,500 msgs/mo band
- • 3 seats
- • 1,500 msgs / mo
- • HubSpot / Salesforce hooks
Team
Up to 10 seats · 7,500 msgs/mo band
- • 10 seats
- • 7,500 msgs / mo
- • Custom scoring rubric