The client provides renewable energy solutions across the UK. Certified, strong reputation, growing fast. They had one problem that was costing them real money: their sales process was entirely manual.
Over 800 leads sat in a CRM. Some had enquired last week. Some hadn't been touched in months. Sales reps started each morning scrolling through the same list, trying to decide who to call first. There was no scoring, no prioritisation, no data-driven logic — just gut feel and whoever happened to be at the top of the spreadsheet.
Three specific problems were bleeding revenue:
The client didn't need a chatbot or a dashboard. They needed a system that thinks — one that scores leads intelligently, re-engages dormant prospects automatically, enforces pricing rules without exception, and routes high-value decisions to the right human at the right time.
Every lead automatically evaluated based on enquiry recency, property type, location, engagement history, and response patterns. Scored as HIGH, MEDIUM, or LOW. Reps see their daily priorities ranked — not a flat list.
Dormant leads receive personalised follow-up sequences via WhatsApp — timed by AI for when the prospect is most likely to respond. Not spam. Contextual, relevant, and human-readable. 12% reply rate on previously cold leads.
Hardcoded rules prevent any quote from being generated outside approved ranges. Not soft warnings — the system physically cannot produce an out-of-range price. Product specs, discount tiers, and regional adjustments all validated before the quote exists.
Quotes above a configurable threshold are automatically routed to a sales manager. The AI scores and recommends — but a human signs off before the quote reaches the customer. Every approval logged with timestamp and rationale.
““The system does exactly what we needed — scores leads intelligently, handles the routine follow-up, and always routes the important decisions back to us.”
— Client Team, UK Renewable Energy
The client's sales team runs this system every day. All scoring models, guardrail configurations, and WhatsApp sequences are fully owned and adjustable by the client — no dependency on KORIX for changes or updates.
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Book a call →AI lead scoring uses machine learning to evaluate and prioritise leads based on engagement history, behaviour patterns, and conversion likelihood — replacing manual review while keeping human oversight on high-value decisions. The model learns from your specific data and improves over time.
The AI analyses dormant leads to identify the optimal time for re-engagement, then sends personalised WhatsApp messages. These aren't generic blasts — they're contextual, referencing the prospect's original enquiry and current situation. In this project, we achieved a 12% reply rate on previously cold leads.
Pricing guardrails are hardcoded rules that prevent the system from generating or sending quotes outside approved price ranges. Unlike soft warnings, these rules physically cannot be overridden by the AI, the sales rep, or anyone else. Product specifications, discount tiers, and regional adjustments are all validated before a quote can exist.
Yes. AI lead scoring works across any industry with a lead pipeline — SaaS, renewable energy, financial services, real estate, healthcare, and more. The scoring model is trained on your specific conversion data, not generic patterns. The more historical data you have, the more accurate the scoring.
This project achieved 3× ROI in the first quarter. Results vary by industry, lead volume, and sales cycle length. The 21-Day AI Pilot is designed to prove value with real data before committing to a larger investment.
Through the KORIX 21-Day AI Pilot, a governed lead scoring system can be live within 3 weeks — including CRM integration, scoring model, approval workflows, and audit trail. Learn about the Pilot →
No. KORIX integrates with your existing CRM — we don't require you to switch platforms. The AI layer sits on top of your current system, pulling lead data and pushing scores back. No rip-and-replace.