Workflow

From public interest to booked appointment in one controlled loop.

FilterPoint is designed around the moment when a prospect first shows intent. The system captures the signal, qualifies it, and moves the lead to the correct next action.

01

Find the signal

Start with the channels where interest is already visible: Facebook pages, Instagram activity, YouTube activity, website forms, WhatsApp, and inbound calls.

02

Clean the record

Normalize name, phone, email, source, location, interest type, budget, timeline, and campaign context so the CRM does not become a long messy scroll.

03

Qualify with AI

The receptionist asks one question at a time, confirms important details, validates email when needed, and avoids inventing listings or availability.

04

Route urgent intent

If the caller asks for a person, needs a viewing today, or is clearly ready to move, the system routes them instead of forcing a slow booking path.

05

Book and track

Appointments sync with the calendar, appear on the lead record, and can be updated or cancelled without creating duplicate events.

Operator view

The team sees the action, not the messy transcript.

Transcripts stay available for review, but the main lead page focuses on the fields people use to decide what to do next.

Lead Angela Carter Buy - Austin - 90 days
Intent fit 83% Timeline and budget verified
Next action Manager callback Requested real person
Appointment Friday 2:00 PM Calendar event attached

Pilot map

We will choose one lead source, one calendar flow, and one success metric.

Plan the pilot