Qualify every lead while it's still hot.
Simple calls inbound leads in seconds, asks the questions your sales team uses to gauge intent, verifies key details, scores fit, and routes the right next step.
Turn qualification criteria into a live conversation.
Connect your forms, CRM, routing rules, and calendar. Simple adapts the sequence to each answer, handles common questions, and records why a lead qualified, disqualified, or should enter nurture.
Qualifying lead…
Budget confirmed
Team size · 50 seats
Decision-maker
Qualify against your real criteria
Use product, geography, budget, timeline, authority, need, and any custom rules your team uses to define fit.
Enrich the record during the call
Confirm contact and company data, capture missing fields, and write structured answers to the lead record before a rep sees it.
Melissa M.
Northwind
50 seats
Decision-maker
Book a meeting, transfer a ready buyer, place a lead into nurture, or close the loop with a clear reason and full transcript.
Respond fast and make every qualification decision reviewable.
Respond to every new lead in seconds
Respond while the buyer still remembers the form, ad, referral, or event that created the inquiry.
Score fit the same way every time
Apply the same approved criteria across every source, campaign, market, and shift.
Protect seller time
Send reps the buyers who need a human conversation, with discovery already captured and logged.
Absorb spikes without a lead queue
Handle one inquiry or a sudden spike without delaying the first response.
Frequently asked questions
How does Simple decide whether a lead qualifies?
Your team defines the criteria, scoring logic, disqualifiers, routing, and nurture paths. Simple asks conditional questions, validates key fields, records the reason for the disposition, and triggers the next step in your CRM or calendar.
What happens when a lead is qualified, disqualified, or unclear?
Qualified leads can be booked or transferred. Disqualified leads receive the disposition you define. Ambiguous cases route to nurture or human review, with the answers and reasoning written to the CRM.
Which systems can Simple connect to?
Simple connects to CRMs, calendars, order and billing systems, help desks, data warehouses, and phone platforms through native integrations and APIs. During scoping, the launch team maps each read, write, and authentication step your workflow needs.
What determines the time to launch?
Timing depends on workflow complexity, integrations, policy review, and testing. The launch team maps call reasons and exceptions, connects the required systems, tests with your team, and expands only after the first workflow meets agreed quality targets.
How does Simple protect customer data?
Simple maintains SOC 2 Type II certification and supports HIPAA-compliant deployments. Conversations and transcripts are encrypted, PII redaction is available, and your team controls access, retention, and workflow permissions.
Build qualification around the criteria your team trusts.
