Qualify leads from the call itself

Tell Merdial what you sell, who you sell to and what a good customer looks like. Every call is checked against that profile, the lead form fills itself in from the conversation, and a person approves what reaches the pipeline.

  • 100%Calls scored, not sampled
  • ~4sHang-up to a scored call
  • 1 seatMinimum to buy
Acme CoOutbound · 6 repsProfile saved
What you sell

Fleet telematics & compliance software

Who you sell to
BusinessConsumer
Ideal customer profile
Industry
Logistics, haulage, last-mile
Size
25–500 vehicles
Buyer
Ops or Fleet Manager
Trigger
Failed audit, or insurance renewal
Instant

Describe it once. Every call is judged against it.

The short answer

AI lead qualification from calls means the decision “is this a real lead?” is made from what was actually said, against criteria you wrote — not from a rep’s memory at the end of a long day. Merdial proposes the verdict and the filled-in lead form; your reviewer makes the call.

Profile checkNorthwind Haulage · 11:24
  • IndustryHaulage
  • Fleet size120 vehicles
  • Buyer on the callOps manager
  • TriggerFailed audit
  • Next stepThursday
VerdictQualified

Checked against the profile you wrote.

Set up once

One profile, every call

  • What you sell, and whether you sell to businesses or consumers
  • Your ideal customer profile: industry, size, buyer, and the trigger that makes them buy
  • Each account keeps its own profile, lead form and review rule
  • Software & SaaS
  • Agencies
  • BPOs
  • Solar
  • Insurance
  • Recruitment
  • Real Estate
  • Home Services
Today’s callsScored against your rubric
  • Dana WhitfieldNorthwind Haulage · 11:2494Qualified
  • Marc OyelaranBright Lane Foods · 06:0271Unqualified
  • Priya RamanCopperline Logistics · 14:4788Qualified
  • Tom BerrisfordHale & Sons · 03:1848Unqualified
Dana Whitfield · 94/100

Ops manager, 120 vehicles, failed audit in March. Meeting booked for Thursday.

Review Queue

A person approves it

  • The lead form arrives filled in from the transcript
  • Qualified, unqualified and duplicate verdicts come with the reason
  • One click publishes an approved lead — on Custom, straight to your client’s own portal
Why it matters

Built for more than one definition of qualified

  • AgenciesPer client

    Every client account has its own bar, lead form and rubric, and each call is judged against the right one.

  • RepsNo forms

    The lead form is filled in from the conversation instead of typed up after the call.

  • ManagersEvery call

    Every call is checked against the profile — not only the ones a rep decided to flag.

  • ClientsApproved only

    What reaches a client has met their standard and been approved by a person.

FAQ

Straight answers

Can different clients have different qualification criteria?

Yes. Each account holds its own ideal customer profile, weighted metrics, lead form and review rule, so two accounts in one workspace are qualified completely differently.

What does the AI fill in?

The lead form you define for that account, from what was said on the call, plus a qualified, unqualified or duplicate verdict with the reason. A person reviews it before it is published.

Does the AI approve leads by itself?

No. It scores the call, fills in the lead form from the conversation and puts it in a queue. A person approves it, and disagreements between that person and the AI are what the system learns from.

94 / 100
Won$12,400
Acme CoBooked
Approved

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