LeadSense AI

LeadSense AI automatically turns new website leads in ERPNext into professionally routed Outlook notifications. Each lead is analyzed by an AI agent that reads the notes, identifies the inquiry type, finds the responsible staff member from your contact database, and drafts a polished email with all relevant details. If the lead is invalid, it is automatically flagged.

Why it’s a game-changer
Sales teams often lose deals because leads get buried, misrouted, or delayed. This workflow ensures every real inquiry is instantly in the right person’s inbox with full context, while junk leads are filtered out. That means faster response times, less admin work, and more revenue.

Key benefits

• Instant routing: Leads go directly from ERPNext to the right Outlook inbox.

• AI-powered accuracy: Customer notes are parsed and matched to the right contact.

• Polished notifications: Automatically formatted HTML emails with customer details.

• Invalid lead filtering: Saves time by discarding irrelevant inquiries.

• ERPNext integration: Each email includes a direct link back to the lead record.

Who it’s for

• Businesses using ERPNext for lead management.

• Sales teams needing faster lead turnaround.

• Agencies or resellers that must triage large inbound volumes.

• Staff time saved: If a sales coordinator spends 20 hours/month triaging leads, this system saves ~$1,600/month at $80/hour.

• Faster response = more deals: Closing just one extra client/month could justify the entire system cost.

• Error reduction: Automatic classification prevents missed opportunities.

• Enterprise-grade automation: Combines ERP, AI, GDocs, GSheets, and Outlook into a seamless, revenue-driving pipeline.