Smart Screening

Your Team Only Talks to Qualified Leads

AI answers every call instantly, asks the right questions, scores each lead, and filters out spam. No more wasted time on unqualified callers.

Instant call answering, 24/7
Automatic lead scoring (Hot / Warm / Cold)
Spam and time-waster filtering
Today's Calls
5 Hot 12 Warm
JR
Jennifer Rodriguez
"Yes, I'd like to schedule for Tuesday"
HOT
DK
David Kim
"Can you send me pricing info?"
WARM
?
Spam Caller
Auto-filtered
SPAM
MP
Marcus Powell
"Ready to move forward today"
HOT

Where Do Your Calls Really Go?

Without screening, your team handles every call equally—even the ones that waste time.

25%
Spam & Robocalls
Total waste
35%
Basic Questions
Could be automated
20%
Unqualified Leads
Wrong fit
20%
Qualified Leads
Ready to buy

Your team spends 80% of their time on calls that don't convert.

Smart Screening flips this. AI handles the 80%, so your team focuses on the 20% that matters.

HOW IT WORKS

How Smart Screening Works

3 simple steps to qualified leads

1

Instant Answer

AI answers every call within 1 second. Professional greeting with your business name and a clear explanation of how you can help.

No more missed calls, no more spam reaching your team.

2

Smart Questions

AI asks qualifying questions based on your business: budget, timeline, service needed, location. Automatically tags and scores each caller.

Every lead is scored: Hot, Warm, or Cold.

3

Qualified Handoff

Only qualified leads reach your team—via live transfer, CRM entry, SMS alert, or calendar booking. Spam is filtered automatically.

Your team only talks to people ready to buy or book.

Get Smart Screening Today

See how many hours your team saves when AI handles the screening.

Key Features

Dynamic Call Scripts

AI adjusts questions based on caller responses—not a rigid script, but a natural conversation.

Lead Scoring & Tagging

Auto-score leads (Hot/Warm/Cold) and tag by service type, budget, urgency, and more.

Spam & Time-Waster Filtering

Automatically detect and filter robocalls, telemarketers, and wrong numbers before they reach your team.

24/7 Availability

Answer and screen calls after hours, weekends, and holidays. Never miss an opportunity.

Instant Human Transfer

When a caller qualifies, transfer them instantly to a live agent or schedule a callback.

CRM & Calendar Integration

Automatically push qualified leads to your CRM, Google Calendar, or ticketing system.

Made for Your Business

Home Services

Plumbing, HVAC, electricians, contractors

Filter out price shoppers, prioritize emergency jobs, and auto-book appointments with qualified customers.

Clinics & Healthcare

Medical offices, dental, veterinary

Handle basic questions, collect patient info upfront, and route urgent cases to staff immediately.

Agencies & SaaS

Marketing, consulting, software companies

Qualify inbound leads before your sales team gets on the call. Know budget, timeline, and needs upfront.

What Results Can You Expect?

↑30%
More qualified leads in 30 days
↓40%
Time spent on basic questions
↑20%
Appointment show-up rate
0
Spam calls reaching your team

Numbers based on early customers using Smart Screening for at least 60 days.

Frequently Asked Questions

Will Smart Screening replace my current staff?

No—it empowers them. Smart Screening handles the initial qualification so your team can focus on high-value conversations with qualified leads.

How does it know which callers are qualified?

You define the criteria: budget range, service type, location, urgency, or any other factors. AI asks the questions and scores based on your rules.

Can I customize the questions?

Absolutely. You control the questions, the order, and the scoring logic. Edit anytime without a developer.

What happens if a caller insists on speaking to a human?

AI can transfer them immediately, offer a callback, or take a message—whatever you prefer. You're always in control.

How long does it take to set up?

Most businesses are live within 15 minutes. Choose a template, customize your questions, and start screening calls.

Which CRMs and tools do you integrate with?

We integrate with HubSpot, Salesforce, Pipedrive, Zoho, Google Calendar, Slack, and many more. Plus Zapier for 5,000+ apps.

Stop Wasting Time on Unqualified Leads

Let AI screen every call. Your team focuses on closing deals with qualified prospects.

Set Up in 15 Minutes • Cancel Anytime