You cannot use a generic template to define a good customer. You set the criteria at onboarding, and the system runs them against every incoming message. Change your rules in seconds through your dashboard whenever your pipeline needs a change, without any coding.
Some inquiries cannot wait for an automation loop. When a high-priority issue or a complex file arrives, the system breaks the automation chain and alerts a specific person on your team instantly, keeping a permanent log of the handoff.
Every qualified lead gets an estimated financial tier the moment it passes your rules, so you can see what your pipeline is worth before anyone has spoken to it. If you add closed-loop attribution, that same verdict is what gets sent back to your advertising.