Lead and Customer Management

Automate lead scoring, customer segmentation, and multi-channel outreach so your team stays focused on closing deals. This AI agent organizes data, categorizes leads with RFM and behavior-based scoring, and triggers personalized messages across Google Sheets & Docs, Telegram, and SMS — all on a schedule.

What It Does

The Customer & Lead Management AI Agent is a comprehensive system that automatically scores, segments, and engages with leads through intelligent data analysis and multi-channel communication, enabling your sales team to focus on the highest-value opportunities.

Automatically imports customer data and guidelines from your Google Docs and Sheets

Applies RFM (Recency, Frequency, Monetary) analysis and AI-driven lead scoring

Categorizes and segments leads for targeted follow-ups and campaigns

Writes categorized results back to sheets

Sends real-time notifications and personalized messages via Telegram and SMS

Runs on configurable triggers for timezone-aware scheduling and continuous automation

Who It's For

Is This Right For You?

This workflow is designed for teams and individuals who want to streamline their operations

Sales Managers

Prioritize high-value leads and focus team efforts effectively

Marketing Teams

Create organized segments for targeted campaigns

Customer Support Teams

Receive timely notifications and manage follow-ups efficiently

Business Analysts

Access AI-driven customer insights and reporting

What You Get

A prebuilt workflow with all the components you need for automated lead management:

Prebuilt nodes for Google Docs (scoring guidelines) and Google Sheets (input & output)

AI Assistant Node configured for lead categorization and scoring

Messaging nodes for Telegram and SMS delivery

Trigger nodes for flexible scheduling and automation control

Clear workflow template you can duplicate and customize in Delaverse Playground

How It Works

Get started in 4 simple steps

Connect your Google Docs & Sheets

Import scoring rules and customer data

AI scores and segments leads

Using RFM and behavior signals

Results written back to Sheets

Organized and categorized automatically

Notifications sent automatically

Personalized messages via Telegram/SMS on schedule

Import the workflow, connect your Google account and messaging APIs, then toggle the triggers to start running.

Watch Tutorial

See It In Action

Watch this step-by-step tutorial to see how easy it is to set up and use this workflow. No technical experience required.

Ready to Transform Your Workflow?

Choose Your Path Forward

Start automating today with our ready-to-use workflow, or get personalized setup assistance from our team

Instant Access

Get Started Now

Launch this agent in minutes to automate lead scoring and customer communications. Import the workflow, connect your Google account and messaging APIs, then toggle the triggers to start running.

Expert Help

Get Custom Setup

Need it tailored to your CRM, custom scoring models, or additional channels? We can customize the workflow and set up integrations for you.

Join thousands of teams already using Delaverse workflows to automate their operations