Sales Intelligence uses a two-phase AI pipeline to evaluate every inbound lead against your ICP — eliminating gut-feel qualification and surfacing only the deals worth pursuing.
A lead that fails a Must-Have gate gets score 0 — no scoring wasted on a non-starter.
| Company | Industry | Score | Status | Analyzed |
|---|---|---|---|---|
| Acme Corp | SaaS | 87 | Qualified | 2 min ago |
| Globex Ltd | Manufacturing | 0 | Disqualified | 5 min ago |
| Initech | FinTech | 74 | Qualified | 12 min ago |
| Umbrella Co | Healthcare | 41 | Disqualified | 1h ago |
Dial in threshold, weights, and Must-Have gates before each run.
Click any lead row to see the full breakdown — executive summary, category bars, and missing gates.
Everything you need to know about Sales Intelligence and MatrixEngine scoring.
Paste discovery call transcripts, LinkedIn profile summaries, CRM notes, email threads, or any background research you have on the lead. The AI acts as a strict critic — the richer and more honest the input, the more accurate the score. Do not summarise or sanitise the content; paste it raw so the model can surface weaknesses as well as strengths.
Yes. Simply update the content sandbox with new information — add the follow-up call notes, updated budget figures, or a revised LinkedIn snapshot — and click Analyze again. The previous result is overwritten with the fresh evaluation. There is no limit on how many times you can re-run a lead.
Sales Intelligence routes to the engine configured in Settings → Writer Engine. In API mode with Cohere selected, it uses command-r7b-12-2024. In API mode with Anthropic selected, it uses claude-sonnet-4-6. In Local CLI mode (when no API key is present), it calls claude --print via the Claude CLI. All three paths produce the same two-phase Linter + Critic output format.
Sales Intelligence is included in every TotalApp Sales plan.