Qualification & Forms

Create custom qualification forms that AI fills intelligently during calls. Score, filter, and prioritize leads automatically to focus on what matters most.

For Your Business

Smart Lead Qualification

Design custom forms with scoring rules that AI completes during conversations. Get organized, actionable data to prioritize your pipeline.

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Qualification form builder and dashboard

Custom Form Builder

Create forms with any questions you need. Text, numbers, multiple choice, or open-ended - design forms that match your qualification process.

Intelligent Scoring

Define scoring rules and preferences. AI evaluates responses in real-time to score each lead based on your criteria.

Qualification Dashboard

View, sort, and filter all qualifications with scores. Prioritize high-value leads and track qualification status in one place.

AI Form Completion

AI intelligently fills forms during natural conversations. No robotic surveys - just fluid dialogue that captures what you need.

Automated Callbacks

Collect preferred callback times and automatically schedule AI or human callbacks when qualifications are approved.

Use Cases

Qualification for Every Scenario

From sales leads to job interviews, customize forms for any qualification workflow.

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Client Qualification

Pre-qualify prospects before callbacks. Capture needs, budget, timeline, and decision-making authority to prepare your team.

Job Interview Screening

Screen candidates with custom questions about experience, availability, salary expectations, and job requirements.

Property & Real Estate

Qualify buyers or renters with budget, location preferences, property requirements, and timeline information.

Project Specifications

Collect detailed project requirements for construction, renovations, or professional services before quoting.

Integrations

Connect Your CRM & Tools

Export qualification data to your existing systems or use HeyUp's built-in management tools.

CRM Integration

Automatically sync qualification data to Salesforce, HubSpot, Pipedrive, Zoho CRM, Custom API and more. Keep your sales pipeline updated in real-time.

Built-in Management

Use HeyUp's qualification dashboard to manage leads without external tools, perfect for businesses with qualification workflows.

Related Features

Complete Your Qualification Workflow

Combine qualification with other features for end-to-end lead management.

Outgoing Calls & Callbacks

Automatically call back qualified leads at their preferred time to schedule meetings or next steps.

Smart Customer Management

Store qualification data with customer profiles for personalized follow-ups and relationship building.

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