AI Sales
Qualify every lead before your team picks up the phone
Built for Toronto sales teams, ROSA's AI sales automation engages new leads instantly, asks the right qualifying questions through dynamic quiz funnels, scores them, and syncs everything to your CRM — so your closers only spend time on buyers.
- Lead response, 24/7
- Instant
- Scoring on every lead
- Auto
- NocoDB CRM sync
- 2-way
- Leads left in an inbox
- 0
Capabilities
A sales development rep that never sleeps
Dynamic quiz funnels
Branching questions adapt to each answer, collecting budget, timeline and fit without feeling like a form.
Rules-based lead scoring
Your ideal-customer criteria become a transparent scoring model you can adjust anytime.
Instant booking
Qualified leads book straight into your team's calendar while their intent is highest.
NocoDB CRM sync
Contacts, scores, quiz answers and chat transcripts sync to NocoDB, or to the CRM you already use.
Speed-to-lead alerts
Hot leads trigger instant WhatsApp or email alerts to the right salesperson.
Nurture sequences
Not-ready-yet leads get timely, personalised follow-ups, sent with CASL-compliant consent.
The funnel
From click to qualified call, automatically
- 1CaptureAd, site or WhatsApp click opens a dynamic quiz
- 2QualifyAnswers scored against your ideal-customer rules
- 3RouteHot leads booked, warm leads nurtured, poor fits declined politely
- 4SyncScore, answers & transcript written to NocoDB
How we work
From kickoff to measurable results
- 01
Sales discovery
We map your sales process, ideal customer and current lead sources.
- 02
Funnel design
Quiz logic, scoring rules and booking flows drafted for your sign-off.
- 03
Integrate
Connect forms, WhatsApp, calendar and NocoDB or your existing CRM.
- 04
Optimise
Track drop-off by question and conversion by score band, then refine.
Typical stack
- n8n
- NocoDB
- WhatsApp Business API
- Cal.com / Google Calendar
- Postgres
- Meta Lead Ads
FAQ
Questions we hear most
What is a dynamic quiz funnel?
It is a short, branching set of questions that adapts to each answer. It qualifies leads conversationally and usually converts better than a long static form.
Why NocoDB?
NocoDB is an open-source, self-hostable CRM-style database. You own your sales data outright and pay no per-seat fees. We can also sync to HubSpot, Pipedrive or others.
Can it work with our Meta and Google lead ads?
Yes. Leads from ad forms flow into the same qualification and scoring pipeline, so every source is handled consistently.
Find out how many leads you're losing to slow follow-up
We'll audit your current lead flow and show exactly where automation pays back first.