AI automation built around the workflow you already use · Recruitment · QA & Compliance · Business Operations
Business / Product

Lead & CRM Automation

Capture leads, qualify them consistently and keep the next action visible until the opportunity moves forward.

AUTOMATESLead intake, qualification support, task creation and follow-up reminders.
SAVES TIME ONManual CRM entry, lead chasing and stale pipeline cleanup.
HUMAN CONTROLSales owners decide qualification and deal progression.
STEP 01 · CAPTURE EVERY LEAD

One live intake queue

Website forms, referrals and inbox enquiries arrive in one board with source and owner visible.

Automates repetitive stepsSaves admin timeKeeps people in control
Lead Intake
New leads38
High intent11
Unassigned4
Lead
Source
Fit
Owner
Atlas Hire
Website
High
James
Delta Foods
Referral
High
Sona
NovaBuild
Email
Review
Unassigned
STEP 02 · QUALIFY FASTER

See fit and missing information immediately

Vorlo structures the discovery information, suggests a fit score and highlights what still needs confirming.

Automates repetitive stepsSaves admin timeKeeps people in control
Qualification View
CompanyAtlas Hire
Use caseRecruitment automation
Team size18 recruiters
PriorityHigh
BudgetNot confirmed
Next actionWorkflow review

Fit rationale

Strong database reactivation use case and repeat hiring volume.

Missing information

Current ATS, monthly candidate volume and approval process.

STEP 03 · KEEP THE NEXT ACTION MOVING

Every opportunity has a clear task

Follow-up emails, call tasks and proposal reminders stay attached to the lead rather than in personal to-do lists.

Automates repetitive stepsSaves admin timeKeeps people in control
Sales Action Planner

Today

Atlas HireSend pilot outline
Delta FoodsBook discovery

This week

NovaBuildConfirm use case
ProRecruitFollow up proposal

Waiting

TalentCoClient reply
STEP 04 · SEE THE REAL PIPELINE

Managers know what is moving and what is stuck

Stage, owner, next action and deal value are kept current so the pipeline becomes usable.

Automates repetitive stepsSaves admin timeKeeps people in control
Pipeline View
Open pipeline€184k
Active deals23
Stalled4
New38
Qualified19
Proposal7
Won4

See the workflow. Understand the value.

The product screens above are designed to show the operating experience a client is buying — not just describe an automation in abstract terms.

01 AUTOMATIONLead intake, qualification support, task creation and follow-up reminders.
02 TIME SAVEDManual CRM entry, lead chasing and stale pipeline cleanup.
03 CONTROLSales owners decide qualification and deal progression.

Want Lead & CRM Automation shaped around your process?

We start with the workflow you already have, then configure the smallest useful version around your tools, people and approval rules.

Book a review →