Solutions

AI Lead Qualification

Your AI receptionist qualifies every caller before they reach you: asks your questions, captures details, and prioritizes the leads worth your time.

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How It Works

From setup to qualified leads

Automated caller screening and lead qualification, from configuration to your first qualified lead.

Step 1

Define your intake questions

Tell NextPhone what to ask: budget, timeline, location, service type. Add or change questions anytime from the dashboard.

Step 2

NextPhone asks them on every call

AI runs through your questions naturally in conversation, 3-5 questions, adapting follow-ups based on answers.

Step 3

Qualified leads → delivered to you

Leads that match your criteria get pushed to your inbox or CRM with full details: name, contact info, and every answer.

Step 4

Not qualified → handled politely

Caller gets a professional next step. Callback scheduled if appropriate. Full details saved for your review. Nothing is lost.

Delivers leads to
HubSpotHubSpotSalesforceSalesforceJobberJobberPipedrivePipedriveEmail & more
What Gets Qualified

Every type of inbound call, qualified

NextPhone qualifies callers across every common inbound scenario, so you only spend time on real opportunities.

New client inquiries

  • First-time callers
  • Website form follow-ups
  • Referral introductions
  • Walk-in alternatives

Quote & estimate requests

  • Project scoping calls
  • Budget discussions
  • Comparison shoppers
  • Repeat project requests

Inbound sales inquiries

  • Product interest
  • Pricing requests
  • Partnership inquiries
  • Demo scheduling

Consultation requests

  • Discovery calls
  • Strategy sessions
  • Advisory inquiries
  • Second opinion requests

Contractor project inquiries

  • Residential jobs
  • Commercial projects
  • Emergency repairs
  • Seasonal maintenance

Vendor & partner inquiries

  • Supplier calls
  • Partnership requests
  • Referral introductions
  • Collaboration inquiries

Businesses that stopped chasing bad leads

Don't just take our word for it.

People calling me are scared. They get a calm voice instead of voicemail. By the time I call back, they're ready to retain.

David Wiederman
Bankruptcy Attorney
New York
Legal

When I'm in court I can't answer my phone. NextPhone handles the intake and books the consult. I come back to a calendar, not a voicemail box.

Sarah Mitchell
Family Law Attorney
Seattle
Legal

Tax season my phone doesn't stop. NextPhone handles intake, qualifies prospects, and books discovery calls. I focused on returns, not phone tag.

Jasmine Carter
Founder, Carter & Co. CPAs
Atlanta
Accounting
FAQ

Frequently Asked Questions

Anything you'd ask yourself. Budget range, project timeline, location/service area, type of service needed, insurance provider, referral source. You define the questions, NextPhone asks them naturally.

You define the rules. Example: budget over $20K + timeline under 60 days + in your service area = qualified. Someone "just looking" with no timeline = not qualified. NextPhone applies your rules to every caller automatically.

Yes. If you offer multiple services (e.g., residential vs. commercial), NextPhone routes the caller through different question sets based on what they need.

No. It asks 3-5 questions as part of a normal conversation. Callers experience it the same way they would with a receptionist gathering details before transferring them.

HubSpot, Salesforce, Clio (for legal), ServiceTitan, Housecall Pro, Jobber, and more. Qualified leads land directly in your pipeline with all captured details.

Yes, anytime. Edit them in the dashboard and the change takes effect on the next call. Takes about 30 seconds.

Still have questions? Contact our support team

Stop wasting time on
unqualified callers.

See a live demo and have NextPhone qualifying your leads in under a week.