Product

SalesOS

AI qualification pipeline + Zoho CRM sync + human approval gates

For Decision Makers

Business value, ROI, and outcomes. Understand the impact on your team and bottom line.

The Problem

Lead qualification is inconsistent, CRM data goes stale between touchpoints, and manual qualification wastes 2–3 hours per day.

The Solution

AI qualification pipeline scores leads on 12 dimensions (fit, intent, budget, authority, timeline, etc.). Human review gate validates AI decision. On approval, sync to Zoho CRM with full audit trail.

Business Outcomes

✓AI-scored leads with human review — no fully automated decisions
✓Zoho CRM sync on approval preserves data integrity
✓Full audit trail of every decision, score, and reviewer

For Engineers

Architecture, APIs, and security. Deep technical details for implementation teams.

Architecture

Intake → AI Qualification (12-dimension scorecard) → Human Review Gate → Zoho CRM Sync. Uses Claude for scoring, PostgreSQL for audit, Zoho CRM API for sync.

API Highlights

POST /api/leads/qualify (AI qualification with confidence scores)
POST /api/approval-gates/qualify (human review)
POST /zoho/sync-lead (CRM write on approval)
GET /api/leads/audit-trail (immutable decision log)

Security & Compliance

AI scores are recommendations, not decisions
Every approval decision logged with reviewer identity
Zoho sync only after explicit human approval
Rate limiting on CRM writes (avoid API quota issues)

For Operators

Getting started, integrations, and operational setup. How to deploy and operate.

Getting Started

1.Submit lead intake form
2.AI qualification runs automatically (returns 12-dimension scorecard + confidence)
3.Reviewer approves/rejects with notes
4.On approval, lead syncs to Zoho CRM with AI scores as custom fields
5.Query decision log for analytics and QA

Key Integrations

Zoho CRM (lead sync)Slack (approval notifications)Email (intake capture)Analytics (decision metrics)

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