Call every new lead while they still remember asking
Pitaya follows up on form fills and enquiries within minutes, asks your qualifying questions, and passes the good ones to your team with the answers written down.
Agent (AI) Hi Priya, it's Jordan, an AI assistant with Clearview. You asked about a cleaning quote, so I wanted to follow up. Is now a good time for a couple of quick questions?
Prospect Sure, go ahead.
Agent (AI) What kind of building is it, and roughly how big?
Prospect Two floors of offices, maybe fifteen thousand square feet.
Agent (AI) Got it. Nightly, or a few times a week?
Qualified · walk-through booked Thursday 2pm
Why this work doesn’t get done
- Leads that wait a day are much harder to reach than leads called within the hour.
- Reps spend time on enquiries that were never going to buy.
- Qualification notes live in people’s heads, not your CRM.
On every call
- 1
Calls the moment they are added
Upload new leads as a CSV and a running campaign starts calling them, in their own local business hours.
- 2
Asks your questions, one at a time
Need, timeline, size, budget, who else decides: whatever you list, asked naturally, never as a form read aloud.
- 3
Hands over the good ones
Transfers hot leads to your phone mid-call, or books the next step with your team.
- 4
Writes it all down
Every answer lands in the call record and goes to your CRM, with a qualified yes or no against your criteria.
Written down after every call
Pitaya fills in these fields from each conversation and sends them to your CRM, with the recording, transcript and a summary.
- What they need
- Timeline
- Budget or size
- Decision maker
- Qualified (yes/no)
These are a starting point: add any field you want captured.
Hear this kind of call on your own phone:
Calling you now…
Pick up and play along: ask questions, push back, say you’re busy.
That’s a Pitaya call.
Your own agent sounds like that, calling your prospects about what you sell.
Questions
How do new leads get to Pitaya? +
Upload them as a CSV, from your CRM export or form tool, and a running campaign calls them in their local business hours. Results go back to your CRM through Zapier, Make, n8n or a webhook.
Can it transfer a hot lead to a person? +
Yes. Set a transfer number on the campaign and the agent connects the caller to your phone when they want to talk to someone now.
More ways teams use Pitaya
Let Pitaya make tomorrow’s calls
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