About Agentify360

Industry: Technology / AI & Business Automation

Platform Services Delivered: AI agent manages multi-channel Lead Engagement (voice, chat, SMS, social),performs Intelligent Lead Qualification & Scoring, handles Automated Booking, and provides Centralized CRM Integration (Hubspot, GHL) via Workflow Automation (n8n).

Key Success Factors: Achieves Real-Time, Human-Like Voice Conversations (Retell AI). Ensures Seamless Workflow Integration across all stages. Delivers High Scalability to handle large lead volumes. Reduces costs and focuses sales teams on high-quality leads.

The Challenge Faced

Businesses face severe limitations and inefficiencies in traditional lead management that

lead to high operational costs and missed conversion opportunities.

01. Manual Qualification Burden - Sales teams waste time on manual qualification, scoring, and initial conversations, diverting focus from closing.

02.Inconsistent Lead Experience - Reliance on human availability and siloed channels (chat, SMS, social) results in slow and inconsistent response times.

03.High Cost-to-Convert - Scaling the human sales force proportionally with lead volume creates unsustainable overhead.

04.Disjointed Data & Workflow - Leads from multiple channels lack a unified system, causing data silos and requiring manual, error-prone transfer to the CRM.

The Solution :

Agentify 360 delivers a custom-built, AI-powered lead management platform that automates and streamlines the entire lead- to appointment workflow across all communication channels, significantly boosting efficiency and conversion rates.
Unified Multi-Channel Intake : Captures and unifies real- time conversation data from voice, chat, SMS, and social DMs.
Instant Qualification & Scoring : AI conducts natural conversations (Retell AI) to dynamically qualify and score leads for sales focus.
Automated Booking : Seamlessly schedules, confirms, or cancels sales calls via calendar integration based on conversation outcome.

Workflow Integration: n8n automates the process, instantly pushing transcripts and qualified leads into the CRM (Hubspot, GHL).
Seamless Human Handoff : Provides instant redirection to human support and summaries for complex cases, ensuring no lead is dropped.

Technology Stack :

AI & Core Agent - Retell AI (for the natural, real-time voice agent)
Workflow & Integration - n8n (for Workflow automation)
CRM & Database - Go High Level (GHL) (CRM) Hubspot (CRM)
Communication Channels - Twilio (for SMS & Voice) Instagram (Social Media DM chat) Meta (Social Media DM chat)

Results And Impact :

Cost Reduction - Increases lead quality and conversion by focusing sales on promising prospects.
Boosted Conversion Rates - Provides 24/7/365 availability across all channels, capturing leads immediately.

Instant Response Times - Handles any volume of leads without proportionally growing human headcount.

Infinite Scalability - Centralizes transcripts and summaries in the CRM for enhanced marketing and sales insights.