SaaS
A content engine aimed at searches that end in a demo.
Lead Qualification · Beta
Lead qualification that understands your business goals
Erlin follows up with leads across channels and qualifies them against your business goals.
Ava Mitchell is onlineAva MitchellOnlineWe're looking at rolling this out to about 40 people this quarter.Checked fit rules
That's a good fit. What are you hoping to have working first?
Getting the team off spreadsheets, mostly. Before the quarter ends.Graded: qualifiedComfortable timeline. I've held Thursday 11 am with a specialist who has run this before. Want me to send the invite?
Or type a message…
B2B and service businesses working with Erlin
See all customersLaw firm
Getting the firm recommended when people ask AI.
SaaS
Pages that answer the question buyers arrived with.
Logistics
Organic visibility across UAE delivery searches.
SaaS
Citations that give AI a reason to recommend it.
Fintech
Keeping every page current, so it keeps earning.
B2B services
Building visibility on the questions B2B buyers ask.
Fintech
SafegoldAnswering how buyers research digital gold.
More qualified leads and lower cost per lead
Erlin follows up, qualifies and hands over, so your team spends its hours on the inquiries most likely to close.
Respond right away
New inquiries get a fast response, day or night, even when your team is busy, offline or away.
Give sales better leads
Erlin filters spam and poor-fit inquiries, so your sales team spends more time with leads worth talking to.
Get more ROI from your marketing
See which channels bring qualified leads, so you can put more budget into what is actually working.
Follow up across email and chat while the lead is still interested
Erlin keeps the conversation moving toward your goal, whether that’s booking a meeting, collecting the right details, or handing the lead to your team.
Reads the thread, answers in it, and replies from your own address. Gmail, Outlook and shared mailboxes.
Re: Rolling this out to the team
InboxAva MitchellHi, we're looking at rolling this out across the team this quarter. Could you send over pricing?9:42 AM
YouHappy to. So the number is right rather than a range: how many people, and is there a brief or requirements doc you can share?9:44 AMAva MitchellAbout 40 to start. Here's the brief we put together.9:46 AMYouto Ava9:48 AMRead it, thanks. 40 people across three teams, off spreadsheets by the quarter end. That's comfortable, and it's what we're usually brought in for. The quickest way to an accurate number is twenty minutes with a specialist. I've held Thursday 11 am and Friday 2 pm.
Book 20 minutes with a specialistThursday 11 am or Friday 2 pmReplyReply allForward
Re: Rolling this out to the team
InboxAva MitchellHi, could you send over pricing? It's for the whole team.9:42 AMYouHappy to. How many people, and is there a brief you can share?9:44 AMAva MitchellAbout 40 to start. Here's the brief.9:46 AMYouto Ava9:48 AMRead it, thanks. That's comfortable, and it's what we're usually brought in for. I've held Thursday 11 am and Friday 2 pm with a specialist.
Book 20 minutes with a specialistThursday 11 am or Friday 2 pm
Conversations & chat
Answers from your own pages and documents. Site widget and Telegram.
Ava Mitchell is onlineAva MitchellOnlineHi, we're looking at rolling this out across the team this quarter. Could you send over pricing?
Happy to. So the number is right rather than a range: how many people, and is there a brief or requirements doc you can share?
About 40 to start. Here's the brief we put together.Team-rollout-brief.pdfPDF · 240 KBRead it, thanks. 40 people across three teams, off spreadsheets by the quarter end. That's comfortable, and it's what we're usually brought in for. The quickest way to an accurate number is twenty minutes with a specialist. I've held Thursday 11 am and Friday 2 pm.
Ava Mitchell is onlineAva MitchellOnlineHi, could you send over pricing? It's for the whole team.
Happy to. How many people, and is there a brief you can share?
About 40 to start. Here's the brief.Team-rollout-brief.pdfPDF · 240 KBRead it, thanks. That's comfortable, and it's what we're usually brought in for. I've held Thursday 11 am and Friday 2 pm with a specialist.
Qualify leads based on what matters to your business
Set the questions, rules, goals, and guardrails. Erlin uses them to understand intent, check fit, and decide what should happen next.
Set your qualification rules
Decide what a good lead looks like. Erlin checks new inquiries against it.
Lead qualification rules
Trigger
A new inquiry arrives, on any channel
- Twenty or more employeesMandatory
- Based in the UK or the USMandatory
- Wants to be live within three monthsMandatory
- Not an agency or a resellerMandatory
- A budget holder is on the threadOptional
Add rule
Define the goal
Say what happens when someone qualifies. Usually a meeting on the calendar.
Goal
Goal
Book a meeting
Cal.com
Calendly
Google Calendar
Or paste your own booking link
Add guardrails
Control what Erlin can say, what it should avoid, and when a person needs to step in.
Guardrails
- Approved claimsActive
- ComplianceActive
- LegalReview
- ProductsActive
- CompetitorsEscalate to a personReview
- CustomDiscounts and refunds3 active
Your sales team should spend time closing leads, not chasing them. Improve marketing ROI by turning more leads into customers.
Give sales everything they need to close the lead
See how your leads are performing, get the full context on each one, and take over any conversation when needed.
LeadsSearchLast 30 days
124Total leadsTotal31NewNew38QualifiedQualified9In conversationIn conversation18SpamSpam
AllQualifiedNeeds reviewNewest
- Ava MitchellQualifiedRolling out to about 40 people4 minQualified
Marcus DoyleQualifiedPricing for 200 seats12 minQualified- DWDan WhitfieldSpamPartnership inquiry19 minSpam
Priya RaghavanQualifiedMigrating from a spreadsheet28 minQualified
Tom BrennanNeeds reviewWants a reseller discount1 hrNeeds review
Renata AlvesQualifiedAsked about SSO and rollout2 hrQualified- ?No name givenSpamForm submission3 hrSpam
Daniel OkaforQualifiedReplacing a tool they outgrew4 hrQualified
Rosa IglesiasQualifiedAsked for a call next week5 hrQualified- KMKev MackieNeeds reviewStudent, writing a dissertation6 hrNeeds review
- Website chat461941%
- Email381437%
- Website form22418%
- Google Ads1218%
- Social600%
Qualify leads wherever they come in
Connect the inboxes, chat, messaging, and ad channels you already use. Erlin follows up, qualifies the lead, and keeps everything in one place.
GmailFollow up from your existing inbox
OutlookFollow up from your Microsoft inboxWebsite chatQualify visitors while they're on your site
TelegramTurn messages into qualified leads
SlackSend qualified leads to your team
Google AdsSee which campaigns bring good leads
Meta AdsFollow up with ad leads right awayFrequently asked questions
What does Erlin use to decide a lead is qualified?
The qualification rules you set, held in Brand Memory alongside your positioning and guardrails, plus what the inquiry actually says. Every grade carries its reason, so a wrong call is a rule you can change rather than a black box.
Does it work with our CRM and calendar?
Yes. The grade, the reason, the full transcript and the original source are saved to the lead's record in Erlin's AI CRM, and you can connect the CRM you already use, such as HubSpot or Zoho CRM, or send leads to Google Sheets or through Zapier. Booking offers real availability from the connected calendar.
What happens when it gets one wrong?
Nothing is deleted. A disqualified or filtered inquiry stays on the record with its reason, so your team can review it, reinstate it, and adjust the rules.
Will it sound like us?
It works from Brand Memory, the same brief the rest of Erlin uses, which holds your language, tone and what you will not say. That is why your chat, email and content sound like one company.
What return should we expect, and when?
Response time changes as soon as Erlin is on, because replies no longer wait for someone to be free. What that does for your pipeline depends on the lead volume and the market you already have, so we do not promise a date.
See how Erlin qualifies your leads
Tell us where your leads come from and what a good one looks like. We’ll show you how Erlin follows up, qualifies them against your goals, and hands them to your team.
Book a demo (opens in a new tab)