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ERP.AI CRM with Lead Scoring

CRM with Lead Scoring

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Modules

Lead captureBring incoming prospects into a consistent qualification queue. Scoring and AIExplain why a lead deserves attention before the team acts. Routing and alertsPut the next lead with someone who can act on it.
Outreach and preferencesCoordinate useful follow-up while respecting contact preferences. Qualification and handoffGive account executives the context to accept a qualified lead. Funnel analysisLearn which sources and signals lead to accepted opportunities.

CRM with Lead Scoring

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Pricing Frequently asked questions Get started
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Processes

Capture and prioritize leadsCapture and prioritize leads. Approve a scoring policyApprove a scoring policy.
Route and qualify prospectsRoute and qualify prospects. Complete the CRM handoffComplete the CRM handoff.

CRM with Lead Scoring

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Industries

Inside sales teamsSales development and account executive teams sharing prospect qualification and follow-up. Demand generation teamsMarketing teams comparing acquisition sources and handing accepted prospects to sales.
Partner-led sales teamsSales teams receiving referred prospects while preserving source attribution and territory ownership.

CRM with Lead Scoring

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Reference

Roles and permissionsUnderstand roles and permissions for CRM with Lead Scoring. Reports and analyticsUnderstand reports and analytics for CRM with Lead Scoring. Data modelUnderstand data model for CRM with Lead Scoring.
IntegrationsUnderstand integrations for CRM with Lead Scoring. ImplementationUnderstand implementation for CRM with Lead Scoring. Agent and automationUnderstand agent and automation for CRM with Lead Scoring.

CRM with Lead Scoring

Start now
Pricing Frequently asked questions Get started
Build with Proto
All systems
Modules
Lead captureBring incoming prospects into a consistent qualification queue.Scoring and AIExplain why a lead deserves attention before the team acts.Routing and alertsPut the next lead with someone who can act on it.Outreach and preferencesCoordinate useful follow-up while respecting contact preferences.Qualification and handoffGive account executives the context to accept a qualified lead.Funnel analysisLearn which sources and signals lead to accepted opportunities.
Processes
Capture and prioritize leadsCapture and prioritize leads.Approve a scoring policyApprove a scoring policy.Route and qualify prospectsRoute and qualify prospects.Complete the CRM handoffComplete the CRM handoff.
Industries
Inside sales teamsSales development and account executive teams sharing prospect qualification and follow-up.Demand generation teamsMarketing teams comparing acquisition sources and handing accepted prospects to sales.Partner-led sales teamsSales teams receiving referred prospects while preserving source attribution and territory ownership.
Reference
Roles and permissionsUnderstand roles and permissions for CRM with Lead Scoring.Reports and analyticsUnderstand reports and analytics for CRM with Lead Scoring.Data modelUnderstand data model for CRM with Lead Scoring.IntegrationsUnderstand integrations for CRM with Lead Scoring.ImplementationUnderstand implementation for CRM with Lead Scoring.Agent and automationUnderstand agent and automation for CRM with Lead Scoring.
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Pricing

No per-user fees. Pay for automation as you use it, with implementation priced separately.

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Everything included

  • My Lead QueueNew
    Lead NumberCompanySourceScore

    Lead capture

    Bring incoming prospects into a consistent qualification queue.

    Included
  • Recent Score RunsCompleted
    Run NumberLeadRule ScoreApplied Score

    Scoring and AI

    Explain why a lead deserves attention before the team acts.

    Included
  • Priority Follow-upOpen
    Alert NumberLeadAlert TypeDue Date
    Follow Up Due

    Routing and alerts

    Put the next lead with someone who can act on it.

    Included
  • Lead Activity SchedulePlanned
    Activity NumberSubjectLeadOwner

    Outreach and preferences

    Coordinate useful follow-up while respecting contact preferences.

    Included
  • Qualification InboxSubmitted
    Lead NumberCompanyOwnerAssigned AE

    Qualification and handoff

    Give account executives the context to accept a qualified lead.

    Included
  • Recent Score RunsCompleted
    Run NumberLeadRule ScoreApplied Score

    Funnel analysis

    Learn which sources and signals lead to accepted opportunities.

    Included
Roles
  • Marketing Operations
  • Sales Manager
  • Sales Development Rep
  • Account Executive
  • Viewer
Processes
  • Capture and prioritize leads
  • Approve a scoring policy
  • Route and qualify prospects
  • Complete the CRM handoff
Reports
  • Lead Funnel
  • Scoring Explanations
  • Source Quality
  • Assignment Coverage
  • Follow-up Aging
  • Conversion Reconciliation
  • Duplicate Decisions
  • Contact Policy Audit

Rate card

machine work, prepaid

Machine work: external API-key requests, imports, workflows, agents and scheduled jobs. Successful external API-key reads and writes use the operation rates below. Starting a managed execution from the interface still starts that metered service.

Credit rate card
Machine workIncluded per $1 of credit
List/filter or get record calls20,000
Search or aggregate calls4,000
CSV or PDF exports100
Record writes4,000
Imported or synced records200,000
File upload in MB2,000
Workflow runs2,000
Code-node compute beyond included in CPU-sec12,000
Agent executions2,000
Scheduled jobs or webhook activations20,000

Read and write rates apply to successful external API-key requests. Ordinary manual work in the ERP.AI interface is $0.

prepaid creditsSmallest pack $5, purchased credits never expire.

Selected monthly operations

Estimated usage$60.00

Each selected quantity divided by its rate per dollar, then added. This is metered usage; buying a credit pack is a separate top-up.

This estimate covers these sliders only. Other operations, retained capacity and model charges are additional. Workflow runs include 5 CPU-sec each; extra code-node compute uses its own rate.

What is free

The base account and ordinary manual work in ERP.AI’s official interface are $0. Viewing, searching, creating, editing, approving, deleting and exporting records in that interface do not consume read or write credits. There is no per-user fee.

Agree the included scope and rollout work before starting.

What is metered
  • external API-key requests
  • imports
  • workflows
  • agents
  • scheduled jobs

The smallest credit pack is $5. The other one-time packs are $20 and $100. Purchased credits never expire; there is no recurring subscription or monthly minimum. Estimate usage from your expected imports, integrations and workflow activity.

Each workflow run includes the first 5 CPU-sec. Code-node compute beyond that allowance uses the separate CPU-sec rate. Failed API results do not settle an App Builder operation charge; measured billable usage from a managed execution can still settle after cancellation or an error.

Each billing account includes 100,000 retained business records and 100 MB of managed file retention. Beyond those allowances, records cost $1 per 100,000 record-months and managed files cost $2 per logical GB-month. Retention is settled daily. Archived and Trash records still count. Shared file references count once; independent copies and saved versions count separately.

Ordinary manual work remains available at a zero balance. New metered work pauses until the billing account has enough credits. Model usage and the Proto Agent fee are described below; they are additional to the operation rates in this table. The platform pricing page carries the current full rate card and account rules.

Model usage and Agent fee

ERP-1 Fast costs $0.05 per 1 million cached input tokens, $0.25 per 1 million uncached input tokens and $0.75 per 1 million output tokens. The 8% Proto Agent fee is added to the exact model amount and shown separately on the receipt.

With an OpenRouter key, OpenRouter bills model inference directly. ERP.AI charges 8% of the exact OpenRouter-reported model cost, plus any separately metered ERP.AI resources used by the run. Usage receipts identify the model, credential source, applied rate-card version and itemized charges.

Implementation and rollout

Configuration, data migration and rollout services are priced separately. The scope depends on your locations, integrations, data volume and support needs. Click Start now to create your ERP.AI account, then use Proto to configure the system for your team.

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Pricing questions

All questions
Can we change it after go-live?

Use Proto to configure and later change the application on a branch you review before release. Its machine work and model usage are metered.

ERP•AI workspace

Start now CRM with Lead Scoring

Create your ERP.AI account and get started with Proto.

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CRM with Lead Scoring.
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