AI app for sales · no coding needed
Sales lead engagement and booking coordination portal
Reduce manual lead handling while keeping qualification and booking under team control.
Made for: Sales teams and agencies handling inbound and outbound leads
What it does for you
The problem
Leads go unanswered, qualification is inconsistent and booking a meeting takes manual back-and-forth across disconnected tools.
What it gives you
Reviewed, booked appointment with a recorded qualification decision
What you give it
Permitted lead recordschannel messagesqualification criteriacalendar availabilityCRM fields
Build your own version of Klipy, 11Sight and more
One app with what these 4 AI tools do, yours to keep and change: Klipy, 11Sight, Aimdoc, Appointwise.
Everything these tools do, in one app
- Automated Lead Engagement Engages leads automatically via chatbots or AI agents to start conversations.Found in Klipy, 11Sight, Aimdoc and 1 more
- Lead Qualification Scores and qualifies leads based on criteria to identify high-value prospects.Found in Klipy, 11Sight, Aimdoc and 1 more
- Appointment Scheduling Allows prospects to book meetings or demos automatically.Found in Klipy, Aimdoc, Appointwise
- CRM Integration Connects with existing CRM systems to sync data and streamline sales processes.Found in 11Sight, Aimdoc, Appointwise
- Calendar Integration Integrates with calendar tools to schedule meetings without conflicts.Found in Aimdoc, Appointwise
- Automated Follow-Ups Sends follow-up messages automatically to nurture leads.Found in Klipy, Appointwise
- Centralized Data Management Consolidates all client interactions into one accessible source.Found in Klipy
- AI-Powered Insights Provides real-time analytics and suggestions to inform sales decisions.Found in Klipy
- Meeting Analysis Records, transcribes, and analyzes meetings for actionable insights.Found in Klipy
- Unified Inbox Manages messaging across multiple platforms in one interface.Found in Klipy
- Instant Video Calls Enables real-time video conversations initiated from online channels.Found in 11Sight
- Omnichannel Engagement Engages prospects across multiple online channels.Found in 11Sight
- Personalized Conversations Tailors interactions based on visitor behavior and interests.Found in Aimdoc
- Human Takeover Transitions conversations from AI to human agents smoothly.Found in Aimdoc
- A/B Split Testing Tests different strategies to optimize conversion rates.Found in Appointwise
- Unlimited Sub-Accounts Allows agencies to manage multiple clients with dedicated AI bots.Found in Appointwise
How it works, step by step
- Engage new leads automatically on connected channels
- Ask qualification questions against agreed criteria
- Score and rank leads by fit and intent
- Offer available meeting slots and confirm bookings
- Sync lead and meeting data to the connected CRM
- Check calendar availability to avoid conflicts
- Send scheduled follow-up messages to unanswered leads
- Consolidate all lead interactions into one record
- Surface real-time analytics and suggested next actions
- Record, transcribe and summarize sales meetings
- Manage messages from multiple channels in one inbox
- Start instant video calls from a chat or channel
- Tailor replies using visitor behavior and stated interests
- Hand a conversation from AI to a named human agent
- Run A/B tests on scripts and sequences
- Manage multiple client accounts with separate bots and settings
- Compare the reviewed result with the recorded baseline and value assumptions
- Capture corrections and named-owner approval before consequential use
- Export a versioned reviewed, booked appointment with a recorded qualification decision with source references and unresolved questions
Build it yourself with your AI system
Build this app yourself, no coding needed
Start with a quick version you can try in a few minutes. Like it? Then build the full app by copying and pasting our step-by-step instructions: everything is prepared for you.
Sign in to see how to build it yourself
Build a quick version to try, or get the full app pack for Sales lead engagement and booking coordination portal with the step-by-step building instructions. You don't need any technical skills: you copy, paste and answer a few questions. Both are included in the membership.
4 Have it built for you days to a few weeks
Rather not do it yourself, or want it fully tailored to your data, your way of working and your brand? Nexibeo builds Sales lead engagement and booking coordination portal with you.
What's in the app pack
Included in the Complete AI Training membership.
- The building instructions your AI follows, step by step
- The questions your AI will ask you about your business before it starts
- A clickable demo you can open in your browser, to see how it should work
- A detailed blueprint of the screens, the information it keeps and the checks it runs
Become a member to get the app packAlready a member? Sign in
The files, for the technically curious
- START-HERE.mdHow to build it with your own AI (read first)3 KB
- README.mdOverview and links3 KB
- questions.mdQuestions to answer before you build2 KB
- prompt-cloudflare.mdThe full build prompt, hosted on Cloudflare27 KB
- prompt-vps.mdThe same build on your own server (Docker)27 KB
- spec.jsonData model, API, AI pipeline, acceptance criteria13 KB
- demo/index.htmlThe working demo on sample data195 KB
Questions
Do I need to know how to code?
No. You copy and paste the prompts on this page into ChatGPT or Claude, and the AI does the building. When it asks you something, you answer in your own words.
What does it cost?
The quick version, the app pack and the step-by-step instructions are for members: you pay the membership price, not a price per app (see the plans). Building the full app uses your own ChatGPT or Claude subscription. Putting it online is often cheap or no cost at the start, and your AI tells you before anything costs money.
How long does it take?
The quick version: about two minutes. The real app: an afternoon for a first version you can use, longer if you want every feature.
Can I change it to fit my business?
Yes. Tell your AI what to change in plain words, like “add a column for the price” or “use our logo and colours”. Or have Nexibeo build and customise it for you.
More detailsHow the AI works, safeguards and what to build first
Reduce manual lead handling while keeping qualification and booking under team control. For sales teams and agencies handling inbound and outbound leads, convert permitted lead records, channel messages, qualification criteria, calendar availability and CRM fields into a reviewed, booked appointment with a recorded qualification decision. The benefit is a testable hypothesis, measured through qualified appointments booked per sales hour and lead response time; do not assume that AI output alone produces business value.
Confirm the buyer's problem and scope, collect permitted lead records, channel messages, qualification criteria, calendar availability and CRM fields, then follow this sequence: 1. Engage new leads automatically on connected channels. 2. Ask qualification questions against agreed criteria. 3. Score and rank leads by fit and intent. 4. Offer available meeting slots and confirm bookings. Resolve uncertain cases with qualified reviewers, approve a reviewed, booked appointment with a recorded qualification decision, and measure qualified appointments booked per sales hour and lead response time against a documented baseline.
How the AI works
Use AI to interpret permitted inputs, suggest structured mappings and generate candidate outputs for the stated task modules. Use deterministic code for scoring arithmetic, calendar conflict checks, schema validation, hard constraints and reproducible tests. Review source-linked explanations and uncertainty before accepting results. One connected CRM and one calendar provider per account; final qualification decisions and outbound commitments remain with the sales team. A model suggestion is never a verified fact, professional decision or authorization to act.
Safeguards
Preserve contact consent, source attribution, message accuracy and channel permissions. Sales owners approve qualification rules, outbound commitments and booking scope. One connected CRM and one calendar provider per account; final qualification decisions and outbound commitments remain with the sales team. Keep all consequential actions under authorized human control and do not fabricate missing inputs, permissions, professional judgments or market evidence.
What to build first
Pilot scope: One connected CRM and one calendar provider per account; final qualification decisions and outbound commitments remain with the sales team. Implement one approved input format, a bounded representative case set and the first two task modules: engage new leads automatically on connected channels; ask qualification questions against agreed criteria. Support the remaining modules with operator review: score and rank leads; offer available meeting slots and confirm bookings. Include source references, corrections, basic organization access, approval states, export and value measurement. Use managed operator assistance for unresolved exceptions. The cost estimate covers this narrow prototype, not unrestricted multi-tenant scale, complex production integrations, specialist certification or physical operations.
What it can connect to
Buyer-owned CRM, calendar and messaging channels. Cloud storage, CRM field mapping and calendar sync. Start with file exchange and validate destination specifications before promising direct CRM writes. Start with authorized file exchange. Validate current provider access, usage rights and schema behavior before promising a connector.
The screens in detail
Primary screens: Lead inbox and channel view, Qualification and booking workspace, Team and client reporting. Use a queue list for leads, a large central conversation panel, and a right-hand panel for qualification criteria, calendar slots and CRM fields. Let users compare AI-suggested and human-edited replies side by side. Display new, engaged, qualified, booked and handed-over states. Provide a client or manager view with per-account results. Make the task-specific outcome a reviewed, booked appointment with a recorded qualification decision visible beside its evidence, review state and value baseline.
