AI Lead Qualification

Your AI receptionist qualifies every caller before they reach you — asks your questions, captures details, and prioritizes the leads worth your time.

Incoming Calls

Live
Michael Torres (720) 555-0143
Qualified
Kitchen remodel · Denver, CO
Sent to inbox

James Wright (512) 555-0287
Qualified
Roof replacement · Austin, TX
Sent to inbox

How It Works

From setup to qualified leads

Automated caller screening and lead qualification — from configuration to your first qualified lead.

Step 1

Define your intake questions

Tell NextPhone what to ask — budget, timeline, location, service type. Add or change questions anytime from the dashboard.

Step 2

NextPhone asks them on every call

AI runs through your questions naturally in conversation — 3-5 questions, adapting follow-ups based on answers. Not a checklist.

Step 3

Qualified leads → delivered to you

Leads that match your criteria get pushed to your inbox or CRM with full details — name, contact info, and every answer.

Step 4

Not qualified → handled politely

Caller gets a professional next step. Callback scheduled if appropriate. Full details saved for your review — nothing is lost.

Delivers leads to

HubSpot
Salesforce
Jobber
Pipedrive
Email & more

What Gets Qualified

Every type of inbound call, qualified

NextPhone qualifies callers across every common inbound scenario — so you only spend time on real opportunities.

New client inquiries

  • First-time callers
  • Website form follow-ups
  • Referral introductions
  • Walk-in alternatives

Quote & estimate requests

  • Project scoping calls
  • Budget discussions
  • Comparison shoppers
  • Repeat project requests

Inbound sales inquiries

  • Product interest
  • Pricing requests
  • Partnership inquiries
  • Demo scheduling

Consultation requests

  • Discovery calls
  • Strategy sessions
  • Advisory inquiries
  • Second opinion requests

Contractor project inquiries

  • Residential jobs
  • Commercial projects
  • Emergency repairs
  • Seasonal maintenance

Vendor & partner inquiries

  • Supplier calls
  • Partnership requests
  • Referral introductions
  • Collaboration inquiries

Businesses that stopped chasing bad leads

Don't just take our word for it.

Before NextPhone, our paralegals spent 45 minutes on every intake call before realizing half weren't in our jurisdiction. Now we get a summary with case type, location, and timeline before we pick up.

Rachel Nguyen
Partner, Nguyen & Associates Law
Chicago, IL
Legal

We used to send a crew for estimates and half the time the homeowner hadn't set a budget. Last month I quoted 15 jobs and closed 11 — because they were all real.

Brian Kessler
Owner, Kessler Roofing
Phoenix, AZ
Roofing

I only take clients above a certain asset threshold. Before NextPhone I'd spend 30 minutes on a discovery call just to realize someone wasn't a fit. Haven't had a bad discovery call in two months.

Anita Desai
Independent Financial Advisor
San Diego, CA
Finance

FAQ

What kinds of questions can NextPhone ask?

Anything you'd ask yourself. Budget range, project timeline, location/service area, type of service needed, insurance provider, referral source — you define the questions, NextPhone asks them naturally.

How does the lead scoring work?

You define the rules. Example: budget over $20K + timeline under 60 days + in your service area = qualified. Someone "just looking" with no timeline = not qualified. NextPhone applies your rules to every caller automatically.

Can it handle different screening flows for different services?

Yes. If you offer multiple services (e.g., residential vs. commercial), NextPhone routes the caller through different question sets based on what they need.

Does it feel like an interrogation?

No. It asks 3-5 questions as part of a normal conversation, not a checklist. Callers experience it the same way they would with a receptionist gathering details before transferring them.

What CRMs does it integrate with?

HubSpot, Salesforce, Clio (for legal), ServiceTitan, Housecall Pro, Jobber, and more. Qualified leads land directly in your pipeline with all captured details.

Can I change the qualifying questions later?

Yes, anytime. Edit them in the dashboard and the change takes effect on the next call. Takes about 30 seconds.

Get Started In Days

Stop wasting time on unqualified callers.

See a live demo and have NextPhone qualifying your leads in under a week.