Qualify every enquiry
AI reads each form, email or chat and scores it by fit, intent and urgency, so the best leads reach a person first.
CRM & AI Lead Automation
Every enquiry qualified, routed and followed up
AI lead qualification, enrichment and follow-up, connected to the CRM you already use.
Leads go cold in the gaps: the enquiry nobody picked up on Friday, the form with half the details missing, the prospect who got the same generic email as everyone else. AI can close most of those gaps automatically.
Cloud 9 builds lead automation that reads each enquiry, works out what it is and how urgent it is, fills in what is missing, routes it to the right person and starts the right follow-up, with your team approving anything that matters.
Built around your team
Your CRM, Doing More of the Work
Most CRMs hold the right information but rely on people to act on it. Records are incomplete, follow-ups depend on someone remembering, and nobody has time to read every enquiry properly before replying.
We start by mapping how leads arrive and what should happen to each kind: who owns it, how fast it needs a reply, what information is needed and what a good outcome looks like. Then we add AI where it saves time without losing judgement.
We work with the CRM you already use. Where it has an API, we can connect it to your website, inbox and other tools.
What AI Lead Automation Does
Enrich the record
Company details, size, sector and the right contact are added automatically, and duplicates are caught before they spread.
Route to the right person
Leads go to the right owner or team by service, region or value, with a short summary of what they asked for.
Draft the first reply
A tailored first response is drafted in your tone from your approved information, ready to send or edit.
Follow up at the right time
Nurture emails adapt to what each contact does, and quiet leads are revived before they are lost.
Report in plain English
Weekly summaries of where leads came from, what converted and where follow-up slipped.
Where People Stay in Control
Automation should protect relationships, not replace them. We agree up front what the AI may do on its own and what always goes to a person.
Every rule is written down and every automated action is logged, so your team can see why a lead was scored, routed or answered the way it was.
Always checked by a person:
- Quotes, pricing and commitments
- Replies to existing clients
- Complaints and sensitive enquiries
- Anything the AI is not confident about
- Changes to scoring rules
- Data shared outside the business
Getting More From Your CRM
Clean data first
AI is only as good as the records it works from. Before we automate, we fix the basics: duplicate contacts, inconsistent fields, missing lead sources and stages nobody uses.
Connected to your website and tools
Website forms, landing pages, booking tools and email platforms feed the CRM directly, so nothing is re-typed and every enquiry is captured with its source. Where systems do not connect out of the box, our AI & Systems Integration work fills the gap.
Data protection by design
Lead data is personal data. We design every automation around UK GDPR: what is processed, where, by which AI service and for how long, with access limited to what each step needs.
How We Build It
01
Review
How leads arrive today, what happens to them and where they are lost.
02
Design
Scoring, routing, reply and follow-up rules, agreed with your team.
03
Build
The automations, AI prompts and CRM changes, tested on real past enquiries.
04
Launch
Rolled out with your team trained, starting with approval on every message.
05
Improve
Monthly reviews of what converted, with rules tuned as confidence grows.
CRM & AI Lead Automation FAQs
What is AI lead qualification?
AI reads each enquiry and scores it by how well it fits your business, how ready the person seems to buy and how urgent it is, so your team spends its time on the right conversations first.
Can you work with our existing CRM?
Yes. We work with the CRM you already use and connect it to your website, email and other tools where they have an API.
Will customers know they are talking to AI?
Where AI replies directly, we say so. Most of what we build drafts and prepares work for your team rather than speaking for you.
Is it suitable for smaller businesses?
Yes. Smaller teams often gain the most, because a fast, consistent first reply is hard to manage when everyone is busy.
Related services
Stop Losing Leads in the Gaps
Book a lead automation review. We will look at how enquiries reach you today and show you where AI would speed up the follow-up.
Or email us at [email protected]