TRIGGER
Prospect calls and asks about the product
qualifies need and books an intro meeting directly
OUTCOME
Meeting in calendar, contact in CRM
Use case: Sales
No lead lost, automatically qualified.
HiDesk takes incoming enquiries, qualifies interest and need, captures contact data and books meetings straight into your sales team’s calendar.
More closes
24/7 lead intake
GDPR-compliant
Phone AI
Incoming call
Handling the call
Web-Chat
New message
Answer in seconds
Features
What HiDesk handles for your sales
From first contact to booked meeting, HiDesk takes the work that keeps your sales team from real conversations.
Lead qualification
HiDesk asks about need, budget and decision frame so your team only speaks with qualified prospects.
Meeting booking
Prospects book straight into the calendar of the right salesperson. No back-and-forth emails.
CRM handover
All captured contact and qualification data is handed over to the CRM in a structured way.
Outside office hours
Enquiries that come in the evening or on weekends are fully captured and handed over to the team structured.
How it works
From request to solution — in seconds
01
Prospect reaches out
By phone or web chat, a prospect gets in touch with a request.
02
HiDesk qualifies
HiDesk asks about need, company size, budget and timeline.
03
Contact data captured
Name, email, phone and request are captured in full.
04
Meeting booked
Direct booking into the calendar of the right salesperson or a structured handover to the CRM.
Real-world examples
Sales in practice
TRIGGER
Website visitor writes in chat
answers questions, qualifies and hands off to sales
OUTCOME
Warm lead, no cold-call effort
TRIGGER
Enquiry comes in at 8 pm
captures the full enquiry
OUTCOME
Structured info the next morning, lead still warm
TRIGGER
Existing customer asks about expansion
spots upsell signal and routes to the account manager
OUTCOME
Upsell captured, no enquiry lost
Combined with the HiDesk Web-Chat
Phone AI and web chat: catch leads from everywhere
Not every prospect calls. With the HiDesk web chat you also catch visitors who prefer to type. Both channels share the same knowledge base and hand leads to the CRM.
- Web chat on your site qualifies visitors automatically
- Phone and chat run on the same AI base
- All leads land uniformly in the CRM
- No lead slips through, whatever the channel
Phone AI
Incoming call
Live
"I’d like to book an appointment..."
Web-Chat
Website visitor
Live
"How much does it cost?"
FAQ
Frequently asked questions
No lead lost again.
HiDesk qualifies incoming enquiries and books meetings so your sales team can focus on closing.
No manual qualification24/7 lead intakeGDPR-compliant