Lead · CRM with artificial intelligence
The CRM that answers, qualifies and closes with AI.
Automate lead capture. Keep the human touch.
Lead replies to every prospect instantly, qualifies them, proposes and books appointments, and alerts your team when a person is needed. With artificial intelligence from day one.
Three examples of conversations handled by Lead with artificial intelligence, one per sector:
Example 1: Real estate, WhatsApp
- Prospect: Hi, I saw the Torre Altia ad. Are there still apartments available?
- Lead (AI): Hi! Yes, there are still apartments left in Torre Altia. Would it be to live in, or as an investment?
- Prospect: To live in. There are two of us, and we have a baby on the way.
- Lead (AI): Congratulations! Then a two-bedroom would be your best fit. Are you thinking of a bank mortgage, Infonavit or your own funds?
- Prospect: A bank mortgage, I've already got it pre-approved.
- Prospect: One question: do the condo bylaws allow renting on Airbnb later on?
- Lead (AI): An advisor can answer that better, since it depends on the condo bylaws. I'm letting them know right now and they'll message you today. Meanwhile, would you like to see the model apartment on Saturday at 11?
- Prospect: Yes, Saturday at 11 works for me.
- Lead (AI): Done: Saturday 11:00 at Torre Altia. You'll get the confirmation here, and the advisor will meet you there for the visit.
Lead card at the end of the conversation:
- Channel: WhatsApp
- Development: Torre Altia
- Reason: Home
- Profile: Couple, growing family
- Interest: 2 bedrooms
- Financing: Bank mortgage, pre-approved
- Next step: Visit · Sat 11:00
- Score: 91 out of 100
- Status: Appointment booked
Example 2: University, Instagram
- Prospect: Hi, I'd like some information about the bachelor's degree in Psychology. Is enrollment still open?
- Lead (AI): Hi! Yes, enrollment's still open. Is it for you or for someone in your family?
- Prospect: For me, I'm finishing high school in June.
- Lead (AI): Perfect, you're right on time. Would you prefer the morning or the evening shift? And let me know if you'd like information about scholarships.
- Prospect: Morning. And yes, are there any scholarships based on grades?
- Lead (AI): There's a grade-based scholarship from a GPA of 8.5. To work out yours we'd need to see your transcript, and that's something an admissions advisor reviews: I'm passing your details on and they'll message you today. Would you also like to visit the campus on Saturday at 10?
- Prospect: Yes, Saturday works for me.
- Lead (AI): Done: Saturday 10:00, campus visit. You'll get the confirmation here, and the advisor will have the scholarship information ready for you.
Lead card at the end of the conversation:
- Channel: Instagram
- Program: BA in Psychology
- Reason: New student
- Profile: Graduates high school in June
- Shift: Morning
- Scholarship: Based on grades
- Next step: Campus visit · Sat 10:00
- Score: 90 out of 100
- Status: Appointment booked
Example 3: Clinic, WhatsApp
- Prospect: Hi, do you do dental cleanings? I need an appointment this week.
- Lead (AI): Hi! Yes, we do. Is this your first visit with us, or are you already a patient?
- Prospect: First time. I've had a sensitive molar for a few days.
- Lead (AI): Then it's best if the dentist checks that molar during the same appointment. I've got Thursday at 4:00 pm or Friday at 11:00 am. Which one works for you?
- Prospect: Thursday at 4. Do you take my health insurance?
- Lead (AI): Thursday at 4:00 pm is booked. The insurance depends on your policy and the front desk confirms that: I'm passing your question on and they'll message you today with the answer.
- Prospect: Perfect, thanks.
- Lead (AI): You're welcome. You'll get the confirmation here with the address and what to bring.
Lead card at the end of the conversation:
- Channel: WhatsApp
- Service: Dental cleaning
- Reason: Appointment
- Profile: New patient
- Interest: Cleaning and check-up
- Insurance: To be confirmed
- Next step: Thursday 4:00 pm · cleaning and check-up
- Score: 90 out of 100
- Status: Appointment booked
What Lead is
Lead receives and answers WhatsApp, Instagram and Messenger conversations on behalf of the business, qualifies each lead with artificial intelligence and moves it through the pipeline to the appointment or the sale.
- Messenger
The AI that turns conversations into customers
Answers instantly
Every message gets a reply in seconds, day or night, with your business information and in your tone.
Qualifies and prioritizes
Asks just enough to learn what each person is looking for and how ready they are to buy. Scores every lead and sorts the inbox by priority.
Books and follows up
Proposes the appointment, confirms it and sends a reminder. If the prospect goes quiet, it writes again at the right moment.
Alerts a person when needed
Detects when the conversation needs someone on your team: a legal question, a negotiation, a complaint. It alerts them and hands over the context.
Helps the advisor reply
Suggests the reply, summarizes the history and has the lead card ready before the advisor types a line.
How it works
Three steps, without changing how your customers write to you.
- 1
A message comes in
A prospect writes on WhatsApp, Instagram or Messenger. Lead receives it right away and opens their card.
- 2
The AI analyzes and replies, or escalates
It understands what they are looking for, replies with your business information and qualifies as it goes. If a person is needed, it alerts your team with the full context.
- 3
Your team closes from a single inbox
Every conversation in one place, with the card filled in and the reply suggested. Your team steps in where it adds value and closes the appointment or the sale.
- Mariana LópezWhatsAppYes, Saturday at 11 works for me. Should I bring anything?Score 91 out of 100Appointment booked
- Lucía RamírezWhatsAppDo you take my health insurance?Score 84 out of 100Needs attention
- Daniel HerreraInstagramIs there still room in the morning shift?Score 48 out of 100In conversation
- Fernanda RuizWhatsAppI've already got the mortgage pre-approved, what's next?Score 78 out of 100In conversation
- Andrés CastilloMessengerHi, I saw the ad. Is it still available?Score 15 out of 100New
Who it is for
Lead was born in real estate and is built for any business that sells through conversations.
- Available
Real estate
Developers and agencies that get prospects from their campaigns and want to take them all the way to the visit.
- Next
Education
Universities and schools that serve applicants and families from the first question to enrollment.
- Next
Healthcare
Clinics and practices that book appointments and follow up by message.
- Next
Services
Firms, workshops and service businesses that quote and close over chat.
The core is the same for everyone: channels, AI, qualification and inbox. Each sector adds its extension: what to ask, how to qualify and what closing means.
Case study: Casas Es Vive
Real estate developer in Xalapa, Veracruz, with two developments on sale: Torre Altia and Los Cerezos.
Lead handles the prospects who write to the two developments: it replies right away, asks what is needed, qualifies the interest and proposes the visit. When a conversation needs an advisor, it alerts them with the card already filled in.
What changed: no message goes unanswered, the sales team joins every conversation with the full context and spends its time on the prospects who are ready to visit.
- leads handled with AI
- +3,000
- since December 2025
- developments
- 2
- Torre Altia and Los Cerezos
- apartments
- 32
- in Los Cerezos
Services
Beyond Lead, we do custom work around sales and customer service.
AI automation
Processes a person does by hand today and an AI can do well: classify, reply, summarize, extract data. With human oversight where it matters.
Web development
Sites and applications that load fast, are accessible and easy to maintain. Like this website.
AI consulting
We help you decide what to automate, what not to, and with which provider. With a concrete plan and without selling you anything you don't need.
Integrations
We connect what you already use: CRM, WhatsApp, calendars, invoicing, spreadsheets. Data that flows without copying and pasting.
How we work
Four principles we apply to every project, Lead included.
No vendor lock-in
Your data and your configuration are yours: we hand them over whenever you ask. If one day you want to leave, you'll leave with everything.
Documentation as a deliverable
Every project ships with its documentation: what it does, how to operate it and what to touch if something changes.
Technical honesty
We tell you what AI does well and what it doesn't yet. If something isn't worth automating, we say so before charging for it.
Useful AI, not demo AI
We care about the AI that serves a real customer on a Tuesday at eleven at night, not the one that shines in a slide deck.
Shall we talk about your business?
Tell us what you sell and how you serve your prospects today. We'll get back to you by email.