RAG
Financial services
Website chatbot with lead capture and CRM integration
24/7
inquiry handling
CRM
integrated capture
The problem
Website inquiries were falling through — visitors had questions but no immediate way to get answers or opt in for contact. Manual intake was slow and leads were lost.
What we built
Built a website chatbot that answers customer inquiries upfront, offers AI-assisted contact opt-in, and captures user information directly into a CRM form for follow-up.
WebsiteChatbotQualifyCRM formFollow-up
Before
- 01Website inquiries were falling through — visitors had questions but no immediate way to get answers or opt in for contact
- 02Manual intake was slow and leads were lost.
After
- 01Front-door qualification for website visitors
- 02Captured leads automatically into CRM
- 03Reduced manual intake workload
The results
- Front-door qualification for website visitors
- Captured leads automatically into CRM
- Reduced manual intake workload