PEO Lead-Generation Funnel System - AI Lead Platform
AI-Powered Lead Generation / CRM Automation
Product Strategy, Landing Page Development, Backend Development, AI Qualification Logic, CRM Integration, Telephony Setup
4 Specialists
Results
80
%
100
%
Real-Time
About the project
The client
The client required a complete lead-generation system to capture, qualify, and distribute PEO leads efficiently. The focus was on improving lead quality, reducing delays, and providing sales teams with structured, actionable data.
Project background
Lead generation often involves fragmented systems, manual qualification, and slow response times. The goal was to build a unified platform combining landing pages, AI qualification, voice intake, CRM integrations, and analytics to streamline the entire lead intake workflow.
Challenges FAced
Managing lead capture from landing pages and voice channels.
Building accurate AI-based lead qualification and scoring logic.
Integrating multiple systems including CRM, telephony, and analytics.
Ensuring real-time processing and routing of lead data.
Handling data security, compliance, and tracking requirements.
Carpe Diem's Mission
Taking into account the project’s background, our mission was to engineer a complete lead-generation system with AI qualification, voice intake, and seamless CRM integration.
Develop responsive landing pages with validated lead capture forms.
Implement AI-based routing to assign patient leads to appropriate staff.
Integrate telephony for AI-driven voice intake and call handling.
Connect backend systems with CRM for automated lead distribution.
Ensure secure, scalable, and high-performance system architecture.
"Just wanted to shoot you a message and say that you have put together a great team. This is the best group I have ever worked with over my 17 years of working from home full time."
The goals
The goal of the project was to create an end-to-end system that improves lead quality and accelerates sales workflows.
Capture leads through optimized landing pages.
Automate lead scoring and prioritization using AI.
Enable voice-based lead intake and qualification.
Integrate seamlessly with CRM systems.
Track performance through analytics and reporting.
THE Solution
We developed a full-stack lead-generation system combining landing pages, AI qualification, voice intake, and CRM integrations.
The landing page captures user data through validated multi-step forms and sends it to backend APIs for processing.
An AI qualification engine evaluates leads based on predefined rules such as industry, company size, and urgency, generating a score and priority level.
The system integrates with telephony services, enabling users to connect via click-to-call, where an AI voice agent collects additional information and generates summaries.
All structured data, including form inputs, AI scores, and call transcripts, is automatically sent to the CRM for further processing.
Data pipelines ensure reliable data transfer, while analytics tools track user behavior, conversions, and funnel performance.
The solution provides a seamless and automated workflow from lead capture to CRM integration.
THE MAIN FEATURE
Responsive landing pages with optimized forms.
Automatic qualification and priority assignment.
AI-powered call handling and data capture.
Seamless lead syncing and workflow triggers.
Monitor funnel performance and user activity.
Features
User
Secure user authentication
Profile management
Submit lead forms
View lead status
Notification alerts
Events
Form submission tracking
Call activity logs
AI scoring updates
Conversion tracking
Business
Business account management
Centralized project dashboard
AI lead scoring
CRM integration
Analytics & reporting
Admin authentication
User management and reporting
Businesses management and reporting
Event management and reporting
Transactions
Looking to launch
a successful product?
WHAT OUR CLIENTS
SAY ABOUT US
Director - Business Launch Pro
"Just wanted to shoot you a message and say that you have put together a great team. This is the best group I have ever worked with over my 17 years of working from home full time."
Director - Trend Lab
“Your team is wonderful to work with! I got say even with some hurdles we've had, they are very communicative and having a problem solving mentally, and not to mention very polite and professional.”
Founder at Scale to Sale Consulting
"If you are looking for software, Carpe Diem is a game-changer. This is coming from someone who has never successfully implemented a tool and has been a solopreneur for 5+ years now."
Partner - Heart Of America Window Cleaning
"We just hit an amazing milestone for Code Needs Janitorial. That's incredible! Well done, team! Haha, he was so excited and wanted to thank everyone. He’s even wondering if we can slow things down a bit!"
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