Use case
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Inbound SDR
Qualify inbound leads automatically
Nex handles lead qualification for every inbound lead as it arrives: it works out who the person and company are, checks them against the customers you have won, and routes them with a reason. Your team approves anything that goes out.
The problem
Inbound leads arrive faster than anyone can look them up. Someone has to figure out who the person is, whether the company fits, whether they already talk to a rep, and who should own them. When that falls to a shared inbox or a busy SDR, good leads sit for days, poor fits get booked into calls, and the qualification notes live in someone's head instead of on the record.
How the agent does it
Catch every inbound lead. The agent runs when a new inbound lead arrives, and again when an existing lead gains material new context.
Work out who it is. It resolves the person and the company from your CRM, communication, calendar and workspace context, so you are not qualifying a stranger.
Test fit against real customers. It compares the lead with your closed-won evidence and ICP to judge whether it looks like business you win.
Decide and route. It records the qualification with reasons and evidence, then routes the lead for review or follow-up using the thresholds your team set.
What you get
A qualify-or-not call on each inbound lead, with reasons
The person and company resolved against your existing records
Routing to the right owner for review or follow-up
Approval-ready next actions and follow-up drafts
Works with
CRM
Email and communication
Calendar
Questions
What is lead qualification?
Lead qualification is deciding whether an inbound lead is worth sales time and who should take it. Nex does this by resolving the person and company, comparing them with the customers you have won, and recording the reasons so the decision can be checked.
Does it use BANT or another framework?
It works from your ICP, playbooks and approval rules, plus the evidence in your closed-won deals. If your team qualifies with a specific framework, put it in the playbook the agent follows.
Will it email leads by itself?
No. It prepares next actions and drafts, but consequential outreach and record changes wait for the owner you assign to approve them.
What do I need to set up?
Click Deploy, connect your CRM and the tools the agent reads, and set who reviews its work. You start free with some free AI usage, and plans are $49/month after that, refundable within 7 days.
Hire this agent and see its first result today
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