Sales & Lead Management
24/7 lead capture from all channels, with automatic qualification.
Liona captures leads from WhatsApp, web chat, Instagram, and forms 24/7. Chat AI auto-qualifies based on criteria, Lead Management distributes to the right sales rep, and CRM tracks follow-up to close.
Built on LionaCX →
All use casesThe problem
Leads lost outside working hours, slow follow-up, no qualification.
- Leads come 24/7 but the sales team is only active during working hours.
- Manual follow-up is slow, leads outside working hours go unanswered.
- No auto-qualification, all leads are treated the same.
- No follow-up tracking, potential leads are lost without anyone knowing.
How it works
- 1
Lead arrives 24/7
Leads from WhatsApp, web chat, Instagram, or forms enter Liona anytime.
- 2
AI qualifies
Chat AI auto-qualifies based on BANT criteria (budget, authority, need, timeline).
- 3
Distribute to sales
Lead Management distributes the lead to the right sales rep based on region or product.
- 4
Follow-up & close
Sales follows up, CRM tracks interactions to close.
Questions
How does the AI determine if a lead is hot, warm, or cold?
Chat AI uses BANT criteria (Budget, Authority, Need, Timeline) configured per product. Leads meeting all criteria are Hot, partial are Warm, and minimal are Cold. Scoring can be customized with company-specific criteria.
Can this system integrate with existing CRM?
Yes, Liona can integrate with popular CRMs like HubSpot, Salesforce, or custom CRM via API. Qualified leads automatically enter the CRM with full conversation context.