InboxIQ Playbook • Unified Sales Intake

Unified Sales Intake: Detect Intent Before CRM Assignment

Spam, bots, and low-intent form fills bury the leads that matter. A unified sales intake layer classifies every submission, detects urgency, and routes high-intent leads instantly—before they ever hit your CRM.

Why Manual Sales Intake Breaks

Lead response SLAs slip

Reps see high-intent leads after delays because everything looks the same in the inbox or CRM queue.

Spam overwhelms routing

Bots and noise drain SDR attention, hiding buyers ready to talk.

Ownership gets fuzzy

Duplicated forms create conflicting assignments with no audit trail.

What Is Unified Sales Intake?

Intent detection before CRM

Classify leads by persona, product fit, and urgency before they ever create a record.

Spam and noise suppression

Filter bots, low-intent spam, and duplicates automatically.

Instant routing with audit

Assign owners and queues with a clear rationale and log every decision.

How Unified Sales Intake Works

Connect forms, chat, and inboxes

Route website forms, chat transcripts, and inbound sales@ into one intake layer.

Define intent and urgency rules

Score for product fit, buying signals, and timing. Tag spam on arrival.

Assign and notify instantly

Hot leads route to owners with SLA timers; low-intent records stay suppressed.

Result: faster speed-to-lead, cleaner CRM data, and fewer wasted touches.

Outcomes Sales Leaders Care About

Lead SLAs stay green

Urgent signals jump queues automatically.

Cleaner CRM, fewer dupes

Deduplication before creation keeps reporting accurate.

Better rep focus

Reps work qualified, prioritised leads—not spam.

Auditable routing

Know why each lead was routed, suppressed, or escalated.

Implementing Unified Sales Intake with InboxIQ

InboxIQ applies unified intake to sales: classify intent, detect urgency, suppress spam, and assign owners instantly with full audit trails.