How does Clarivo qualify a WhatsApp lead?
Clarivo opens with a friendly greeting and runs a natural BANT-style qualification flow: Budget (or pricing range), Authority (decision-maker), Need (specific use case), Timeline (when). It handles text and voice in any language, pulls signals from Meta Ads metadata (campaign, ad, keyword), and scores the lead in real time. Within 60–90 seconds, you have a hot/warm/cold score with structured BANT fields ready to route.
What businesses need this most?
Any business with a high-volume WhatsApp inbound channel and a sales team that can't qualify every chat manually: real estate, clinics, automotive dealerships, legal services, education, B2B SaaS, agencies, financial services, home services, and any high-ticket service. If your reps spend more than 30% of their day qualifying inquiries, Clarivo pays for itself in weeks.
How does it score leads?
Clarivo scores leads using a rules-based system you configure: budget thresholds, timeline urgency, decision-maker signals, geographic match, and product/service fit. Each signal has a weight, and the total score determines hot/warm/cold. The scoring rules are visible and editable so your sales ops team can tune over time as you learn what actually closes.
Can it handle voice notes for qualification?
Yes — and this is where Clarivo shines. Voice notes are pure buying signal because customers describe budget, timeline, and need far more naturally in voice than text. Clarivo extracts BANT signals from voice in any language and dialect, including emotion and urgency cues, and includes the original audio + transcript in the lead summary so your reps can play it back if needed.
How does hot-lead routing work?
When a lead matches your hot criteria, Clarivo instantly notifies your sales team via WhatsApp (or Slack, Teams, email) with a structured summary: name, contact, BANT fields, original message, sentiment, lead source, and a one-click "call now" button. Reps walk into the call already knowing budget, timeline, and need — no need to re-qualify.
What happens to cold leads?
Cold leads aren't dropped — they're nurtured. Clarivo runs personalized WhatsApp nurture sequences (educational content, case studies, time-limited offers) over days and weeks. When a cold lead shows new buying signals (replies, asks pricing, mentions urgency), Clarivo automatically re-qualifies and re-routes if hot. Most businesses see 15–25% of cold leads convert through nurture within 90 days.
How does it integrate with my CRM?
Clarivo pushes qualified leads with all BANT fields and chat history to HubSpot, Salesforce, Pipedrive, Zoho, ActiveCampaign, or any CRM via webhook. Two-way sync keeps lead status aligned. Reps can also reply to leads from inside the CRM and Clarivo handles the WhatsApp delivery.
What details can Clarivo collect from the conversation?
Clarivo can collect Budget range or expected spend, Decision-maker status (buyer vs. researcher), Specific need or use case, Timeline and urgency and keep the request organized so your team can reply with context.
What happens when a message needs a person?
Clarivo hands the conversation to your team instead of guessing, especially when the message is unclear, sensitive, urgent, or needs a human decision.