Transform Leads into Customers with Intelligent Conversational Automation.
OrelFlow integrates seamlessly with your existing CRM, applying powerful AI and conversational data to automatically qualify, score, and pipeline leads across every channel—all within a single, unified platform.
Automated Lead Qualification, Powered by AI
The days of manual lead handling are over. OrelFlow’s AI Agents engage prospects immediately upon inquiry, asking essential qualifying questions (needs, budget, timeline) conversationally across WhatsApp, WebChat, or Telegram. This ensures every lead receives a personalized, rapid response, 24/7. This instant qualification process captures critical data points directly from the conversation, enriching the lead profile before a human agent ever steps in. By automating this top-of-funnel work, your sales team receives only warm, vetted leads, dramatically increasing efficiency and reducing response times. Utilize the AI Flow Assistant to automatically design and deploy complex qualification flows based on a simple prompt, instantly integrating data capture nodes with your existing CRM.
Dynamic Scoring and Pipeline Management
OrelFlow goes beyond basic scoring. Our system applies sophisticated Dynamic Lead Scoring rules based on explicit data captured and implicit engagement behavior (e.g., channel preference, response time, resource requests). Leads are automatically assigned a score and moved through your defined Pipeline stages in real-time. If a lead mentions a high budget or requests a demo, the score increases, and the platform can instantly trigger an Agent Handoff to the appropriate sales specialist with a high priority alert. Leverage the Code Execution node within the Visual Flow Builder to run custom logic, ensuring your scoring model perfectly aligns with your sales strategy and existing CRM structure (like Salesforce or HubSpot).
Two-Way Integration with Your Existing CRM
Your CRM is the source of truth, and OrelFlow ensures it stays that way. We offer deep, bi-directional synchronization, meaning contact history, lead scores, and communication transcripts flow effortlessly between OrelFlow and your CRM via native APIs or Webhooks. Every customer interaction—from the initial WhatsApp inquiry to a successful support ticket resolution—is logged instantly. This unified history gives your agents complete context, eliminating the need to toggle between systems and improving the quality of every conversation. Use the Google Sheets and HTTP Request integrations to build custom data synchronization flows, ensuring all new, qualified contacts are instantly created or updated in your customer management system without manual entry.
Powerful Ways to Use
| Use Case Title | Short Description |
| 1. Instant Lead Nurturing | Automatically enroll new contacts who haven’t qualified yet into a scheduled messaging sequence (Email, WhatsApp, Telegram) to provide valuable content and keep them engaged until they are sales-ready. |
| 2. High-Value Lead Alert | Implement scoring thresholds that instantly notify a specific sales agent via email or internal chat when a lead achieves a “Hot” score, including a link directly to the ongoing OrelFlow conversation for immediate follow-up. |
| 3. Automated Meeting Booking | Integrate with Google Calendar or Zoho Calendar to allow qualified leads to book a meeting directly through the chat interface, automatically capturing the event details and updating the lead status in the CRM. |
| 4. CRM Data Enrichment | Use conversational data capture nodes to ask qualifying questions and automatically map the responses (e.g., Company Size, Industry Vertical) directly to custom fields in your CRM, ensuring data accuracy and completeness. |
| 5. Conversational Surveys (CSAT/NPS) | Trigger automated satisfaction surveys (CSAT/NPS) after a support ticket is resolved, logging the score directly to the customer’s profile in your CRM to track sentiment over time and identify areas for improvement. |
| 6. Abandoned Pipeline Recovery | Set up automation to send personalized, empathetic follow-up messages via WhatsApp when a lead stalls in a specific pipeline stage for more than 48 hours, prompting them to re-engage with a quick query. |
| 7. Multi-Agent Routing | Automatically route leads based on their Lead Score or captured Industry Vertical to the correct specialized sales team (e.g., “Healthcare Leads” go to the Healthcare team inbox), minimizing internal friction. |
| 8. Conversion Source Tracking | Track which channel (Click-to-WhatsApp Ad, WebChat, Facebook) generated the qualified lead and automatically log this source in the CRM to accurately measure marketing ROI and optimize future campaigns. |
