Lead qualification flow builder
Answer three questions about your business and get a ready qualification flow: the questions your chat or form should ask, where each answer leads, the CRM fields to create and a handoff summary for your team. Edit anything, then copy or download it. Free, no sign-up.
Made by Anatolii Ulitovskyi 
Fact-checked by RH Fardin Updated Put the flow to work
Let an AI agent ask these questions on your website day and night, book qualified leads and save every answer to your CRM.
In CRMsoftware.pro you add the questions to your AI agent's instructions, create the fields in your pipeline and choose who gets the handoff. The steps are under the flow.
- Asks one question at a time
- Books calls into your calendar
- Hands warm leads to your team
Free plan, no credit card. Paid plans from $19/month, billed yearly.
Your flow
Click any text to edit it. Changing the settings above rebuilds the flow and resets your edits.
Where answers lead
CRM fields to create
Handoff summary for your team
How to set it up
- Paste the questions and the "Where answers lead" messages into your chatbot's or AI agent's instructions, or build them as form steps.
- Create the CRM fields from the table, with the same answer options, so every lead is saved in the same format.
- Send qualified leads to the next step you chose and the handoff summary to the person who follows up.
- After two weeks, check where people stop answering and remove or move that question.
The method
How the lead qualification flow is built
Fixed, tested templates, not a text generator.
Every question in the flow comes from a template written for your type of business and the criteria you tick. The builder adds the answer options, decides where each answer leads and lists the CRM fields that store the answers. Nothing is invented about your prices or services, and nothing you type leaves your browser.
The result is a starting point. Edit the wording so it sounds like you, add your booking link, and test it with real visitors.
Fewer drop-offs
Why the questions come in this order
Easy questions first, commitment questions last.
What they need
People came with a question. Starting with their need shows you are listening and sorts out service requests that are not sales leads.
Fit and timing
Location, timeline, team size and who decides are quick to answer and tell you whether the lead fits.
Budget and contact
Asked once the visitor is engaged. Every extra question is a chance to stop replying, so keep the flow short.
Frameworks
BANT and other qualification frameworks
The criteria map to the frameworks sales teams already use.
BANT stands for budget, authority, need and timeline. Ticking those four boxes gives you a BANT flow. CHAMP puts challenges first, then authority, money and prioritization, which matches the order this builder uses. For local businesses, the service area often matters more than budget, so it is a separate criterion.
Pick only what you would really act on. If a lead with any budget gets a call anyway, leave budget out and ask it on the call.
Routing
Three outcomes for every lead
Each answer either moves the lead forward, parks it or ends politely.
Next step now
The lead fits, so the flow offers your next step straight away: a call, an appointment, a quote or a person.
Not yet
Interested but early, or unsure about budget. Send something useful and follow up later instead of losing them.
Polite exit
Outside your area or below your budget. Say so kindly and save your team's time. Service questions go to the service team.
Your CRM
Which CRM fields a qualification flow needs
One field per question, with the same options as the answers.
When the answer options in the chat and the field options in the CRM match, every lead is stored the same way and you can filter by need, timeline or budget later. Add a status field for the outcome and a field for the next step, so your team sees at a glance what to do.
FAQ
Lead qualification questions
What questions should I ask to qualify a lead?
Ask what they need, then the few things that decide whether you can help: location, timeline, who decides and budget. Ask only what you would act on, and keep contact details for last.
How many qualification questions should a chatbot ask?
As few as possible, usually three to five. Every extra question is a chance for the visitor to stop replying. Ask the rest on the call.
Is this the same as BANT?
If you tick need, budget, decision maker and timeline, yes. You can also add location and company size, which matter for local and B2B businesses.
Can I import the flow into my chatbot?
There is no automatic import. Copy the flow or download the CSV and paste the questions and messages into your chatbot or form builder, then create the CRM fields from the table.
Does the builder use AI?
No. It uses fixed templates for each type of business and criterion, so the same settings always give the same flow. You edit the text yourself.
Is my data stored?
No. Everything runs in your browser. The share link stores your settings after the # sign, not your edits, and is not sent to our server.
Qualify leads while you sleep.
CRMsoftware.pro asks your questions in chat and voice, books qualified leads and saves every answer to your pipeline. Free plan, no card.