LeadOS

Lead conversion for financial services

Qualify every inbound lead before sales calls.

LeadOS engages partner leads in English, Hindi, Hinglish, and other configured languages, handles objections, scores intent, and prepares a complete sales handoff brief.

Try a live conversationHear the voice workflow
No credit card Live chat demo Approved knowledge
Live qualification
AS

Amit Sharma

Financial advisor · Hyderabad

English
I already work with another broker. What would make switching worthwhile?
That is a fair question. The useful comparison is revenue share, payout visibility, and partner support. Which matters most in your current setup?
Fast payouts and client support. I also have around 25–30 finance contacts.
Continue this conversation…

Lead intelligence

Sales-ready handoff

HOT
Intent score82/100
Why this lead is ready
Has a relevant network, asked about onboarding, and prioritized payout speed and client support.
Objection resolved
Already works with another broker
Recommended opening
“Amit, let’s compare the payout and support model you mentioned.”
Chat transcript attached

Illustrative workflow using the live LeadOS product model.

Multilanguage support

English · Hindi · Hinglish · more

2live channels

Voice and chat

1connected handoff

Context preserved for sales

24/7lead response

No queue between campaign and contact

Voice workflow

Hear qualification become a useful sales handoff.

Watch a controlled LeadOS call move from first question to intent, objection context, and the next best action. Live calls are coordinated using verified test numbers.

Recorded product demonstrationAudio never autoplays

Request a walkthrough

Test your qualification flow.

Share where your leads come from and what your RMs need to know before calling.

One continuous flow

From campaign response to sales-ready handoff.

LeadOS closes the operational gap between a lead raising their hand and a relationship manager knowing exactly what to do next.

  1. 01

    Capture

    Forms, campaigns, CSV, and API sources enter one structured queue.

  2. 02

    Engage

    Voice or chat starts immediately in the lead’s preferred language.

  3. 03

    Qualify

    Approved sales knowledge guides discovery and objection handling.

  4. 04

    Score & route

    Explainable intent signals determine classification and next action.

  5. 05

    Hand off

    The RM receives the transcript, reasoning, objections, and opening line.

The operating view

Everyone sees the same lead. Each team sees what it needs.

Admins control the system and monitor the funnel. Relationship managers open a focused brief built for the next conversation.

Admin command center

Control and visibility
Admin command center
Pipeline · This week

New leads

128

Qualified

84

RM-ready

31

Conversion flowLive example
CapturedQualifiedHandoff

Lead mix

Hot31%
Warm46%
Cold23%

RM workspace

Context and action
RM handoff brief
HOT · 82

Amit Sharma

Financial advisor · Hyderabad · English

Ready to call

What matters

  • • Fast payout visibility
  • • Reliable client support
  • • Has 25–30 finance contacts

Conversation signal

Existing-broker objection addressed without criticizing the current provider.

Suggested opening line

“Amit, you mentioned payout speed and client support. Let’s start by comparing those two parts of the partner model.”

Follow up todayTranscript attachedScore explained

Illustrative data shown in product-faithful views. No customer performance claim is implied.

What LeadOS changes

AI-led qualification. Human-led conversion.

01Engage immediately

Meet leads in the language and channel they prefer.

Voice and chat use the same qualification logic, so leads get a consistent experience in English, Hindi, Hinglish, and other configured languages.

  • English, Hindi, Hinglish, and more
  • Voice and web chat
  • Immediate response during lead spikes
I would like to understand how the partner program works.
Of course. I will explain it in clear steps. Let us start with your current experience.
Language matched automatically
02Qualify consistently

Turn approved sales knowledge into repeatable conversations.

Your team controls the scripts, FAQs, onboarding guidance, and objection rules. LeadOS uses that approved context to discover intent and explain every score.

  • Admin-controlled knowledge
  • Structured discovery and objections
  • Explainable Hot, Warm, and Cold scoring
Approved knowledgeActive
01Partner program FAQApproved
02Objection guideApproved
03Onboarding processApproved
03Handoff intelligently

Give sales a reason to call—not another unqualified name.

Routing turns the conversation into an operational next step. The RM starts with context, and Warm leads can move into a structured follow-up path.

  • Score, transcript, and objection context
  • Suggested opening line
  • RM assignment and WhatsApp follow-up
Qualified lead→RM queue
Priority: call today
Reason: high intent + relevant network

Control by design

AI your team can operate with confidence.

LeadOS is designed around governed knowledge, visible reasoning, and accountable human ownership—not a black-box chatbot.

Approved knowledge

Admins control the scripts, FAQs, onboarding content, and objection guidance used in conversations.

Explainable decisions

Every classification includes the signals and reasoning that produced the score.

Human handoff

Leads move to relationship managers with full context and a recommended next action.

Role-based access

Admin and RM experiences remain separated through protected, role-aware access.

Tenant-controlled data

Lead records and company knowledge remain scoped inside the controlled application stack.

Workflow connectivity

Forms, campaign inputs, APIs, voice, chat, scoring, routing, and follow-up operate as one system.

See the full handoff

See what your sales team receives before they make the call.

Try a live conversationRequest a walkthrough