Neural2B service

Sales Automation and CRM Integration with AI

We automate the qualification of incoming inquiries, lead filling in CRM, and distribution of requests among managers. And we ensure that the client is called back on time.

Who it's for and what tasks it fits

✓B2B companies that actively receive inquiries from websites, emails, and social media
✓Online stores where sales start with a consultation
✓Sales departments with 3 to 30 managers

What problem the solution solves

Leads stagnate for hours. Managers spend up to half of their working time entering contacts and statuses in CRM. They forget to call back. They drown in irrelevant inquiries. And the manager still doesn't see an honest picture of why clients refuse.

Capabilities

Instantly captures leads from all channels: forms, chats, emails

AI qualification: assesses budget, timelines, and essence of the inquiry based on your company's criteria

Automatically creates a card in CRM (HubSpot, Salesforce, Pipedrive, HubSpot) without duplicating entries

Distributes requests among managers considering workload, schedules, and competencies

Writes a brief summary of the previous conversation so the manager is immediately in context

Implementation and rollout stages

Funnel Audit and Qualification Criteria

Together with the sales manager, we clearly define who is a target lead and who is not.

Development of Processing Scenarios

We build pipelines that analyze incoming messages and extract contacts.

Integration with CRM

We configure fields, tags, funnel stages, and rules for task creation.

Testing and Launch

For 2 weeks, the system operates alongside people on real leads, while we monitor how accurately it distributes requests.

Input data and required integrations

·CRM: HubSpot, Salesforce, Pipedrive, HubSpot, Pipedrive
·Website forms, email, lead forms from Facebook/Instagram
·Telephony: Binotel, Ringostat, Phonet (for transcription and call analysis)

Automation boundaries and limitations

We tell you honestly upfront what the system can't do. It's easier that way than dealing with false expectations later:

✕If there are no inquiries at all, automation will not create them
✕AI helps qualify the lead, but negotiations are ultimately conducted by a live manager
✕Your CRM must have an open API

How pricing is calculated

Depends on how many channels the inquiries come from, how the CRM fields are structured, and whether audio recordings of negotiations need to be analyzed.

See estimated pricing benchmarks →Calculate the potential impact in the calculator →

Demo example

Personalized Product Selection for Stores

When a store has hundreds of similar technical or sports models, the buyer gets confused. Unclear specifications, a multitude of options. If no one quickly and professionally advises, the person simply closes the site.

View the scenario diagram →

Frequently asked questions about the service

Will there be a lot of duplicates in CRM?▾

No. Before creating a new record, the algorithm always searches for the client by phone, email, and name.

Are Ukrainian CRMs supported?▾

Yes, and this is precisely our specialization: HubSpot, Salesforce, Pipedrive.

How does AI understand whether a lead is target or not?▾

The model reads the client's task description and checks it against the markers we previously agreed upon with you: budget, timelines, geography, industry.

Want to talk through your process?

We'll look at how things work for you now, check whether AI is really needed here, and map out the first pilot.

Discuss my task

Other services

Let's start with your process: Sales Automation and CRM

Describe the process that’s eating up your team’s time. We’ll suggest what can be automated, what data is needed, and where to start.