Lead Qualification

WhatsApp lead qualification that turns chats into qualified pipeline 24/7

Clarivo qualifies every WhatsApp inquiry in real time — asking the right BANT-style questions, scoring intent, capturing voice notes, and routing hot leads to your team in seconds. Cold and incomplete leads stay nurtured automatically until they're ready.

Budget
Urgency
Handoff

78% of buyers go with the company that responds first. On WhatsApp, where customers expect replies in minutes, that statistic decides whether you win or lose. But response speed isn't enough — replying fast to unqualified or cold leads burns your team's time and demoralizes your sales reps. The hard problem is qualifying every inquiry instantly so your team only spends real time on real opportunities.

Clarivo solves it. When a WhatsApp inquiry comes in, Clarivo opens with a friendly, on-brand greeting and runs a natural BANT-style qualification flow: it asks about Budget (or pricing range), Authority (decision-maker or referrer), Need (what specifically they're trying to solve), and Timeline (when they need it). It handles voice notes — buyers love describing their needs and budget out loud — and pulls structured signals from text, voice, and Meta Ads metadata (which campaign, which ad, which keyword). Within 60–90 seconds, it has scored the lead (hot/warm/cold), captured every relevant field, and decided what to do next.

Hot leads (high budget, urgent timeline, decision-maker) get routed to your sales team instantly with a structured summary, the chat history, and a one-click "call now" button. Warm leads get a personalized reply that addresses their specific need and offers a sales conversation when they're ready. Cold or unqualified leads stay in nurture flows — automated WhatsApp sequences that re-engage over days and weeks until they convert or churn out cleanly. The result: your team focuses 100% of its time on real opportunities, your conversion rate from inquiry to closed-won jumps significantly, and you stop losing hot leads to faster competitors.

78%

Of buyers choose the vendor who responds first — Clarivo always responds first

60–90s

From inquiry to fully qualified lead with BANT scoring

3–5x

More closed-won deals when hot leads route to sales in real time

After setup

Fast replies, qualified requests, fewer missed sales

Stop losing hot leads to slow follow-up. Clarivo qualifies WhatsApp leads in real time with BANT (Budget, Authority, Need, Timeline), captures voice notes, scores intent, and routes hot leads to your team in seconds — 24/7.

Hot leads sit in the inbox for hours while your team wastes time on cold tire-kickers.

Lead source, budget, location, and urgency are scattered across 20 messages and voice notes nobody has time to scan.

YB

Your Business

online

TODAY

I saw your ad. I need pricing and want to know if someone can help this week.

10:23

Yes, I can help. To prepare this properly, please share Budget range or expected spend, Decision-maker status (buyer vs. researcher), Specific need or use case.

10:23
0:2210:24

Got it — I captured everything from your voice note. Your team will follow up shortly.

10:24

How Clarivo helps

Turn messy WhatsApp conversations into clear next steps

Asks BANT-style qualification questions naturally based on the lead's source, intent, and language.

Captures buying intent, budget, timeline, location, decision-maker status, and specific need from text and voice.

Scores leads in real time (hot/warm/cold) using rules you define and routes them accordingly.

Sends hot leads to sales reps in seconds via WhatsApp notification with full structured summary.

Nurtures warm and cold leads automatically with personalized WhatsApp sequences over days and weeks.

Details captured automatically

Everything your team needs before taking over

Budget range or expected spendDecision-maker status (buyer vs. researcher)Specific need or use caseTimeline and urgencyLocation, segment, and lead source

Built for voice notes, accents, and mixed-language messages

Voice notes are pure buying signal. Customers describe budget ranges, timelines, decision-maker situations, and emotional urgency far more naturally in voice than text. Most teams ignore voice notes because they take 30+ seconds to listen to. Clarivo extracts every BANT signal from voice in seconds, scores the lead, and routes it — turning your voice notes from a liability into your highest-converting channel.

How it works

Connect your WhatsApp Business and go live in minutes

1

Define your qualification criteria

Tell Clarivo what makes a lead hot for your business: budget thresholds, urgency signals, services or products, decision-maker indicators, geographic targets, and disqualifiers.

2

Connect your sources and CRM

Connect Clarivo to your WhatsApp Business, Meta Ads, click-to-WhatsApp campaigns, your website's Click-to-Chat button, and your CRM (HubSpot, Salesforce, Pipedrive, etc.).

3

Build qualification flows

Configure conversation flows that ask BANT questions naturally based on the lead source and intent. Set rules for hot, warm, and cold lead routing.

4

Go live and optimize

Clarivo runs 24/7. You see qualified leads and conversion rates in real time. Tune scoring rules over time as you learn what closes.

Built for

Made for the way customers really message on WhatsApp

Voice notes contain critical buying signals (budget, timeline, decision-maker status) but are hard to extract without listening to every one.

Different sales reps ask different qualification questions — your CRM data is inconsistent and pipeline forecasting is broken.

Cold and unqualified leads disappear with no nurture, even though many of them would convert in 30–90 days.

AI for your existing WhatsApp Business number

Let Clarivo qualify the lead before your team spends time on it.

Stop losing hot leads to slow follow-up. Clarivo qualifies WhatsApp leads in real time with BANT (Budget, Authority, Need, Timeline), captures voice notes, scores intent, and routes hot leads to your team in seconds — 24/7.

Real-time BANT qualification on every conversation

Most teams qualify leads after the call — Clarivo qualifies before. It asks BANT questions naturally based on the lead source: a Meta Ads click gets a different opener than an organic Click-to-WhatsApp inquiry. Within 60–90 seconds, you have a clear lead score (hot/warm/cold) with structured fields (budget range, timeline, decision-maker status, specific need) and a recommended next action. Reps stop wasting time on tire-kickers.

Hot-lead routing in seconds, not hours

When a lead matches your hot criteria, Clarivo routes it to your sales team instantly: WhatsApp notification with full lead summary, chat history, BANT fields, and a one-click "call now" button. The structured handoff means reps walk into the call already knowing budget, timeline, and need. Cold and warm leads get nurtured automatically with personalized WhatsApp sequences until they're ready.

Why teams pick Clarivo

Clarivo vs static lead forms and human-only qualification

Static lead forms collect a name and an email and call it qualified — they convert at <5% because they have no context, no urgency capture, no voice. Human-only qualification is slow (your reps qualify maybe 20% of inquiries) and inconsistent (every rep asks different questions). Clarivo qualifies 100% of WhatsApp inquiries with the same rigor in 60–90 seconds, captures voice notes, and routes hot leads while they're still hot. It's the difference between hoping leads will buy and knowing which leads will buy.

Questions before choosing Clarivo

WhatsApp Lead Qualification Automation | BANT Scoring & Hot-Lead Routing

Let Clarivo qualify the lead before your team spends time on it.

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.