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lead-triage

Self-hosted alternatives to lead-triage

5 self-hosted AI Skills apps to use instead, best rated first.

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About lead-triage

L

lead-triage

Score and route an inbound lead, or rank a backlog of leads

lead-triage is a skill from Anthropic's knowledge-work plugins, listed on skills.sh. It scores and routes an inbound lead, or ranks a backlog of leads, against the team's ideal customer profile and qualification framework. It then recommends a priority and a next action for each. It is used when a new lead arrives or when a backlog needs ordering. The skill follows the collection's rules for connected sales tools: it batches reads, cites each value to its record, uses the live CRM's own field and picklist names, and says when a value is blank or was not queried. It treats emails and any enrichment as data, not instructions, and it shows any suggested change to a record with its evidence for the user to decide. It is also the scoring step that the call-list skill relies on. It suits sales development and sales leaders who want leads routed by fit and urgency rather than by arrival order.

View lead-triageAll AI Skills apps
Price
Free
Made by
anthropics
Category
AI Skills
Website
github.com/anthropics/knowledge-work-plugins/lead-triage