Sales control
Control your sales strategy lead by lead
Formlyy does not decide for you. You define when AI contacts leads, how it qualifies them, which questions it asks and when it hands the opportunity to sales.
Keep full control of your campaigns
Priorities
Not every lead deserves the same treatment
A lead requesting an urgent quote, a curious visitor asking for price and a prospect comparing three solutions should not follow the same path.
With Formlyy, you can frame your sales strategy per campaign: first-contact delay, opening angle, expected qualification level, final action and the moment a sales rep should step in.
Your Formlyy Agent applies this logic 24/7 without improvising outside the framework you defined.
Execution
Keep AI speed without losing your sales method
The danger of poor automation is moving fast while losing the tone, criteria and habits that already help your team sell.
Formlyy lets you document your rules: who to qualify, who to follow up with, who to exclude, when to propose a meeting, when to notify a sales rep and when the AI should stop.
To make this strategy sharper,define your qualification criteria and protect your sales team's time.
Optimization
Improve your strategy from real conversations
A sales strategy should not be guessed. It improves when you see recurring objections, offers that trigger interest and profiles that actually book meetings.
Formlyy helps turn conversations into learning: cleaner campaigns, sharper openings and better-prepared sales reps.
You can also adjust the first message withthe custom opening message.
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.
Keep building your conversion stack
Extend Formlyy with the guides that drive the most results.
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.