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Clara qualifies every inbound buyer conversation against your sales framework and sync qualified opportunities with your team - with full context attached.

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How qualification runs

1

Clara engages

The visitor arrives and Clara starts the conversation.
2

Questions are asked

Clara works through your qualifying questions - preset or custom - woven naturally into the conversation.
3

Qualification is decided

Responses are evaluated against your framework to decide whether the lead qualifies.
4

Records are enriched

CRM records update with qualification status, answers, and the full transcript.

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Lead capture

Lead capture is how Clara turns conversations into contacts. Two optional settings control it: when Clara asks for lead details, and which fields she collects.

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Lead capture mode

Choose when Clara asks for lead details:

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Lead capture form

Define the fields Clara collects. First name, Email address, Contact number, and Company are ready-made starters, or add your own with Add field. Add at least one field to enable lead capture. Captured leads appear under Leads captured in Analytics & reporting and sync to your CRM - see CRM integrations.

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Measuring it

Track conversations, leads captured, and meetings booked in Analytics & reporting. Every event is also available via webhooks for custom pipelines.