Sales qualification
Protect your sales team's time with commercial qualification
A sales rep speaking to an unqualified lead loses time, energy and sometimes momentum for the real opportunities. Formlyy filters prospects before they reach the calendar.
Your reps should sell, not check whether a lead is worth it
Formlyy turns every inbound form into a qualifying conversation, then lets your team step in when the prospect truly deserves attention.
Wasted time
Every bad meeting costs more than it seems
A lead outside your area, without budget, urgency or real need can block a slot your team could have spent on a stronger opportunity.
The cost is not only call time. It is mental load, frustration and the slower rhythm that appears when meetings go nowhere.
Formlyy reduces this problem by asking the right questions before handoff: location, need, timing, budget, context, intent level and the criteria specific to your offer.
Your reps receive less noise and more actionable opportunities.
Example
A CrossFit gym can filter prospects before the call
Imagine a CrossFit gym that only wants meetings with prospects located within 50 km of Paris, available for a trial slot and genuinely motivated to start.
Formlyy can ask those questions naturally on WhatsApp, detect lower-priority profiles and route the right prospects to the calendar.
The sales rep or coach does not discover a stranger on the phone: they already know why the person is interested, what they want, where they are located and what could block the sale.
To go further,organize your own qualification filters and decide what truly deserves a meeting.
Handoff
AI filters, then your team takes over with context
When a lead is qualified, Formlyy can notify the right sales rep, sync the CRM status and send a conversation summary.
Your team keeps control of the sale, but enters the conversation with clear context: expressed need, objections, urgency, intent level and recommended next action.
To make this transition smoother,discover the best handoff to your sales team.
Common use cases
Concrete situations where this feature changes how sales teams operate day to day.
Fitness & coaching
You prioritize the warmest requests
A coach, gym, or wellness business can be alerted when a prospect is qualified, motivated, and ready to book.
Local services
You stop missing urgent enquiries
Pools, renovation, construction, and home services teams receive the leads that need a fast response.
Marketing agency
You prove that leads become actionable
Acquisition teams can notify the right rep, show qualified leads, and connect follow-up to the CRM.
Sales team
You stay in control without watching the whole pipeline
The AI moves forward when it can, then alerts a human when a decision, call, or validation is needed.
Speed up lead capture
Explore the levers that make conversations visible everywhere.
Closing-ready qualification
Formlyy optimizes every handoff between automated qualification and human intervention so your reps receive only high-value opportunities.
CRM synchronization
Connect Formlyy to your CRM so every WhatsApp conversation updates lead statuses, notes, and sales context in real time. Your team keeps the CRM it already uses. The Formlyy Agent handles the data work.
24/7 AI Sales Assistant
An AI that instantly replies to visitors, gathers key information and drives them to booking a meeting. While you sleep, it works.