Predictiv Apps / system start
Connecting the operating path
SALES AUTOMATION · MULTI-LOCATION OPERATIONS
A multi-location business needed a consistent method for qualifying inbound leads, assigning them to the correct team or location, and continuing follow-up through messaging.
Predictiv Apps designed a qualification and routing platform that turns each inquiry into a structured opportunity.
Assignment path
Overview
Inbound leads arrived with different levels of readiness and incomplete information. Manual qualification made it difficult to respond consistently, determine which opportunities required immediate attention, and assign every lead to the appropriate team.
Predictiv Apps created a configurable qualification engine that evaluates each inquiry, assigns a lead category, routes it to the appropriate location or representative, initiates messaging follow-up, and records activity in a shared dashboard.
Core capabilities
Each capability is part of the same workflow model, so records, ownership, and context can move together.
Custom lead qualification form
Rule-based scoring
Configurable qualification questions
Automatic lead categorization
Multi-location routing
Sales representative assignment
Messaging and WhatsApp integration
Follow-up status tracking
Lead activity history
Shared management dashboard
Role-based access
Workflow
The workflow is represented as a connected sequence so teams can see what has happened, what owns the next step, and what should become visible to management.
01
Inquiry
02
Qualification
03
Score
04
Route
05
Follow-Up
06
Sales Dashboard
Operational impact
The system creates a more consistent qualification process, clearer lead ownership, and a faster path from an initial inquiry to the appropriate sales conversation. Managers also gain a shared view of follow-up activity across teams and locations.
Built around your workflow
Predictiv Apps can design a CRM, AI workflow, automation system, or business platform around the way your team actually works.