Case Study · B2B Software

AI Lead Qualification for B2B Software Sales

From “Send Price” Messages to Sales-Ready Software Leads

Industry

B2B Software

Solution

AI Qualification · Structured CRM Handoff

Key Results

3 Product Paths · AI Lead Qualification · CRM Handoff

B2B Software

The Challenge

Software companies often receive broad enquiries that reveal very little about what the prospect actually needs.

“Send details.”
“What’s the price?”
“I need an app.”

Sales representatives then spend time repeatedly explaining products before understanding whether the prospect is actually relevant.

The WhatsEase solution

AI identifies the right product path first

Chirayu's AI WhatsApp assistant first identifies what the customer needs. Once the relevant product is clear, the conversation becomes more specific.

Bullion App
Digital Gold App
Custom Software

For bullion-app enquiries, for example, the workflow can distinguish between a basic rate-viewing requirement and a more advanced trading application.

Intelligent qualification

Context captured before human handoff

The system turns a vague message into a structured lead with the information sales needs to continue effectively.

  • Name
  • City
  • Mobile number
  • Desired application
  • Requirement complexity
  • Demo/general-information intent

Customer journey

From generic message to contextual sales handoff

Generic enquiry→AI understands requirement→Relevant product identified→Requirements refined→Customer intent captured→Structured lead created→Sales representative receives context

Business impact

More relevant conversations for sales and prospects

Sales representatives can spend less time repeating basic product information and more time speaking with prospects whose requirements have already been understood.

At the same time, prospects receive immediate responses rather than waiting for a human representative.

Turn an unstructured WhatsApp inbox into a guided B2B sales funnel.

Make every enquiry sales-ready