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Lead Qualification

AI Lead Qualification That Talks to Every Lead in Under 60 Seconds

OnDial's AI Lead Qualification Agent calls, screens, scores, and routes leads across 100+ languages, writing every answer into your CRM before your reps open their laptops.

Book an Enterprise Demo
Get a Speed-to-Lead Assessment
  • SOC 2
  • HIPAA
  • GDPR
  • PCI DSS
  • ISO 27001
  • 100+ Languages
  • Sub-200ms Latency

Overview

Consistent screening before your sales team engages

AI Lead Qualification is the use of conversational AI to contact a prospect, ask structured qualifying questions, interpret free-form answers, score them against your criteria, and route the outcome into your CRM without a human on the line.

How automated lead qualification works

An AI Lead Qualification Agent combines speech recognition, a language model reasoning layer, and live API access to your systems. When a form is submitted or a list is loaded, the agent dials within seconds and evaluates responses against your framework - BANT, MEDDIC, CHAMP, or a custom model.

Who uses AI lead screening

Revenue teams handling more than a few hundred inbound leads a month hit the limits of human coverage fast. Sales leaders adopt AI sales qualification to protect speed to lead, marketing leaders to prove campaign quality, and operations leaders to remove manual entry that corrupts pipeline reporting.

Key advantages

Coverage becomes complete rather than partial, consistency becomes measurable, and cost stops scaling linearly with volume - the structural problem headcount can never solve.

Challenge

Speed to lead is lost before the conversation starts

Contacting a lead within five minutes dramatically outperforms contacting them within an hour, yet median enterprise response times run to hours or days. Roughly 40% of a rep's day disappears into logging and dialling numbers that never answer. Leads arriving after hours go cold overnight, and most first calls in high-volume queues are missed outright.

Comparison

Problems with the traditional qualification process

FocusTraditional processOnDial AI Voice Agents
Speed
Leads wait hours for a first call
Contacted in under 60 seconds, 24/7
Consistency
Depth varies by rep
Identical criteria on every lead
CRM logging
Notes typed from memory
Structured fields written live
Coverage
Office hours and one timezone
Global coverage, 100+ languages
Scale
Scaling means hiring and ramping
Scaling is a configuration change
Prioritisation
Follow-up prioritised by gut feel
Prioritised by scored evidence

Solution

A linear, auditable pipeline from capture to CRM

A lead enters from any capture surface, the agent talks while executing live API calls, the workflow engine applies your rules, and the outcome reaches your CRM with transcript and score attached. Leads above threshold transfer to a human with full context loaded.

Process

From lead trigger to routed outcome

  1. 01

    Lead arrives

    A form, ad enquiry, or list upload triggers the agent instantly.

  2. 02

    Agent dials and greets

    Natural branded opening, no menu to press through.

  3. 03

    Identity confirmed

    A live CRM check prevents duplicate and existing-customer calls.

  4. 04

    Questions asked

    Your framework and phrasing, adapted to each answer.

  5. 05

    Score assigned

    Configurable criteria produce a score with evidence attached.

  6. 06

    Route or book

    Qualified leads transfer warm or land in a rep's calendar.

  7. 07

    CRM updated

    Fields, transcript, summary, sentiment, and next best action.

  8. 08

    Confirmation sent

    SMS, WhatsApp, or email before the call ends.

Features

What the qualification platform ships with

Enterprise-ready lead screening with live CRM sync and context-aware handoff.

Natural voice

Sub-200ms latency keeps the exchange feeling human rather than transactional.

Live API execution

Retrieves records, account status, and territory ownership mid-sentence.

Context-aware transfer

Hands the prospect to a rep with the history already on screen.

Configurable scoring

BANT, MEDDIC, CHAMP, or your own model - editable without code.

Call summarisation

Every call produces a summary, action items, and follow-up recommendations.

Sentiment detection

Detect frustration and adapt the response or escalate automatically.

Calendar booking

Qualified leads book directly into rep availability.

No-code builder

Business teams ship and iterate production agents without engineering tickets.

Capabilities

What survives contact with real callers

Features describe what ships; capabilities describe what survives contact with real callers.

  • Understands 50+ regional accents at 99.4% transcription accuracy
  • Handles interruptions without losing its place
  • Switches language mid-call while preserving intent
  • Qualifies against nuanced criteria rather than keyword matching
  • Recognises buying signals and escalates on detected frustration
  • Remembers prior calls so the second builds on the first
  • Runs thousands of concurrent conversations
  • Knows when it does not know and escalates rather than guessing

Benefits

Value by stakeholder

Sales

Reps stop dialling and start closing, with only scored leads on their calendars.

Operations

Capacity becomes elastic, so campaign spikes no longer require temporary hiring.

Finance

Cost per qualified lead falls and becomes predictable rather than headcount-bound.

Customer Support

Misrouted sales enquiries are triaged at first touch, not queued.

Management

Pipeline data is complete because it is captured, not remembered.

Industries

Lead qualification across your footprint

Purpose-built screening flows for regulated and high-volume verticals.

Healthcare

Screen patient enquiries and verify eligibility before booking.

Explore

Insurance

Qualify policy intent and risk profile before an adviser engages.

Explore

Finance and Banking

Pre-qualify applicants against compliance rules.

Explore

Real Estate

Confirm budget, timeline, and financing before a viewing.

Explore

Retail and E-commerce

Pull high-value B2B enquiries out of consumer volume.

Explore

Automotive

Screen test drive and trade-in enquiries across dealer networks.

Explore

Conversation

From trigger to CRM write-back

  1. Step 01

    Lead trigger

    Form submission, ad click, CSV upload, or inbound call starts the agent.

    1
  2. Step 02

    AI greeting

    Branded opening with context loaded from the capture source.

    2
  3. Step 03

    Intent detection

    The agent identifies what the prospect wants from natural speech.

    3
  4. Step 04

    Identity verification

    Live CRM lookup prevents duplicate and existing-customer calls.

    4
  5. Step 05

    Qualifying questions

    Your framework applied conversationally, adapted to each answer.

    5
  6. Step 06

    Live scoring

    Configurable criteria produce a score with evidence attached.

    6
  7. Step 07

    Decision branch

    Qualified, nurture, or disqualified - each path follows your rules.

    7
  8. Step 08

    Calendar or transfer

    Book a meeting or warm transfer to the right rep.

    8
  9. Step 09

    CRM write-back

    Structured fields, transcript, and summary written before hangup.

    9

Integrations

Connect to the stack you already run

Deployment is a configuration exercise rather than a replatforming project. Most teams are live on their core systems within days.

CRM

  • Salesforce
  • HubSpot

Calendar and scheduling

  • Google Calendar
  • Outlook
  • Calendly

Telephony

  • Twilio
  • Major SIP providers

Communication

  • Slack
  • WhatsApp
  • SMS
  • Email

Automation

  • Zapier
  • Webhook triggers

Enterprise systems

  • ERP
  • Ticketing
  • Payments
  • Proprietary APIs

Security

Built to be audited, not just described

Every conversation, transcript, and recording is governed by AI-specific controls covering retention, redaction, and access.

  • SOC 2: Audited security, availability, and confidentiality controls
  • ISO 27001: Certified information security management
  • HIPAA: Protected health information handled on every call
  • GDPR: Privacy by design for EU data subjects
  • PCI DSS: Secure handling of payment conversations
  • Data encryption in transit and at rest
  • Audit logs with full traceability across calls, agents, and workflows

Languages

100+ languages. 50+ regional accents.

Automatic language detection on connect, mid-conversation switching while holding intent and context, and 99.4% transcription accuracy across supported languages.

  • English, Spanish, French, German, Portuguese, Italian, Russian, Arabic, Japanese, Korean, Chinese
  • Hindi, Hinglish, Tamil, Telugu, Bengali, Marathi, Gujarati, Kannada, Malayalam, Punjabi
  • Entering a new market becomes a routine decision rather than a hiring plan

Deployment

Live in four weeks

  1. Phase 01Week 1
    Week 1

    Week 1 - Discovery

    Call flow audit, intent mapping, system access, compliance review.

  2. Phase 02Week 2
    Week 2

    Week 2 - Build

    Agent configuration, knowledge base ingestion, integration wiring in the no-code builder.

  3. Phase 03Week 3
    Week 3

    Week 3 - Test

    Sandbox calls, accent and language validation, escalation logic, security sign-off.

  4. Phase 04Week 4
    Week 4

    Week 4 - Go live

    Phased traffic cutover with a solution architect on call, then tuning against live data.

Outcomes

Measurable qualification performance

Speed to lead
Under 60 seconds
First response
Up to 80% faster
Cost per qualified lead
Up to 70% lower
Lead contact rate
100%
Response latency
<200ms
Transcription accuracy
99.4%

Comparison

Human SDR vs IVR vs OnDial AI

CapabilityHuman agentTraditional IVROnDial
Availability
Business hours
24/7
24/7
Natural conversation
Yes
No
Yes
Languages
1 to 2
Menus only
100+
Concurrent calls
1
High
Unlimited
CRM write-back
Manual
Minimal
Automatic
Criteria consistency
Variable
Rigid
Consistent
Cost at scale
Linear
Low
Low

Pricing

Start where you are

Usage-based and enterprise tiers, with implementation support across all plans.

Starter

For teams validating AI Call Automation on a single use case, with core integrations and standard support. Usage-based pricing with no long-term commitment.

Enterprise

For multi-market, multi-workflow deployments requiring SSO, advanced compliance controls, dedicated environments, and an SLA. Includes a named solution architect.

Custom

For regulated or high-complexity environments needing bespoke integrations, specific data residency, or on-premise considerations.

View pricing

Frequently asked questions

Straight answers on speed to lead, CRM sync, compliance, and deployment.

A conversational AI that calls leads, asks your qualifying questions, scores the answers, and updates your CRM automatically.

Typically within 60 seconds of the trigger, at any hour, in any supported market.

Disclosure is configurable and should follow local regulations. Most enterprises disclose at the greeting.

Salesforce, HubSpot, and any system exposing an API, with bidirectional field mapping.

Yes. BANT, MEDDIC, CHAMP, or a custom model, all configurable without code.

It routes to nurture, disqualifies with a logged reason, or transfers to a human, per your rules.

Four weeks from discovery to phased go-live for a standard enterprise scope.

Yes, with HIPAA, GDPR, PCI DSS, SOC 2, and ISO 27001 alignment plus full audit logging.

Encrypted, access-controlled, and retained under your policy and residency region.

Yes, list-based outbound and inbound responses run on the same agent.

Get Started

Take the next step

Choose the engagement that fits where you are.

  • Enterprise Consultation. map your qualification criteria against your funnel
  • Speed-to-Lead ROI Assessment. quantify what your current response times cost you
  • Live Demo Call. let the agent qualify you
  • Solution Architect Session. design the integration against your CRM and telephony stack
Book an Enterprise Demo
Get a Speed-to-Lead Assessment