Lead Intake Automation
Lead intake automation that qualifies and routes every enquiry.
Capture, qualify, and route every enquiry automatically. Aurevia builds lead intake systems that screen incoming leads against your fit and priority rules, update your CRM, and hand sales-ready leads to the right person — so nothing sits in an inbox or slips between tools.
The problem
Manual lead intake is where revenue quietly leaks.
Enquiries land in three different places — a website form, a Typeform, an inbox. Someone checks fit by hand, copies the details into a CRM, picks an owner, and remembers to chase the follow-up. Every step is a chance for a high-intent lead to go cold.
The cost isn't only the hours spent triaging. It's the deals that disappear while the best leads wait their turn behind the noise. Lead intake automation removes the manual handling so qualification is instant, consistent, and never forgotten.
How the system works
From raw input to a governed, logged result.
- 01
Capture from every source
Website forms, Typeform, and email enquiries flow into one intake pipeline — however a lead arrives, it lands in the same place.
- 02
Pre-screening and fit checks
Location, fit, and priority rules run automatically against each enquiry — the same checks your team does by hand, applied the same way every time.
- 03
Classification and routing
Each lead is classified and routed to the right owner or pipeline stage, with the relevant context already attached.
- 04
CRM update and follow-up
The system writes a clean record to your CRM (such as Monday.com) and stages the follow-up sequence so nothing waits on a manual copy-paste.
- 05
Human review on the exceptions
High-value leads, edge cases, and anything ambiguous escalate to a person before action — the system never guesses on the ones that matter.
- 06
Booking-ready handoff
Qualified leads arrive ready to book (for example via Calendly), with activity logged end to end.
What you get
Every enquiry captured and qualified the same way, regardless of channel
Sales-ready leads reach the right person in minutes, not days
A clean CRM record and logged activity for every single lead
Your team spends time on the leads that convert, not on triage
Proof of work
Proven with Shed House Australia
For Shed House Australia, a specialty home-builder, we mapped a manual sales intake workflow into a controlled operating layer: a lead pathway that receives enquiries, assesses fit, prepares the handoff, and keeps the next action visible.
It was built the way production systems should be — with mock adapters before live integrations, idempotent webhook ingestion so nothing double-fires, and event logging around every external handoff.
Questions
Lead intake automation, in short.
Can it work with my existing CRM?
Yes. Lead intake automation integrates with the CRM and tools you already run — Monday.com, HubSpot, or similar — rather than forcing you to migrate.
What happens to leads that don't fit the rules?
They're flagged and escalated to a person rather than silently dropped. The system fails soft, so an unusual lead gets human attention instead of disappearing.
Does this replace my sales team?
No. It removes the manual triage and data entry so your team spends its time on real conversations and the leads most likely to convert.
More services
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ExploreBring us one workflow. We'll map the system underneath it.
Pick the process your team keeps doing by hand. We'll return its inputs, decision points, failure modes, and the automation layer that makes it operational — concrete, not conceptual.