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B2B lead management

Find the business buyers in a mixed inbox.

When companies and households write to the same WhatsApp number, the big orders get lost among the small ones. Sentinel separates them as they arrive.

B2B lead management is the process of capturing, qualifying, routing and following up enquiries from other businesses. Sentinel automates the qualifying step by classifying each lead as business or consumer, with a confidence score and the evidence behind it.

Sentinel CRM lead list with B2B, B2C and Review labels, lead score, intent, stage, owner and next action for each lead
Shown with demo data.

The signals Sentinel looks for

The classifier weighs evidence the way an experienced salesperson does. Signals that point to a business buyer include:

  • Organisation-scale headcount mentioned in the enquiry
  • Commercial premises: an office, warehouse, clinic or campus
  • A business job role or a company email domain
  • A link to a company record already in your CRM
  • Business-grade products or a large order value

Each verdict lists the signals that fired and their weight, so anyone can see why.

Read the qualification guide

Sentinel AI verdict for a lead: B2B at 97% confidence, Healthcare category, informational intent, score 49, with the business signals that led to it
Shown with demo data.

Route each type to the right people

Once a lead is classified, assignment rules take over. Send business enquiries to your projects team and consumer enquiries to retail. Escalate a high-intent B2B lead to a manager. Tag by category, such as education, healthcare or manufacturing, so specialists see their sector first.

Leads the classifier isn't sure about go to a Needs review view. A person decides, and Sentinel keeps that decision.

See routing rules

Sentinel CRM pipeline board with deals in New, Contacted, Qualified, Proposal and Negotiation columns, each card showing value, lead type and score
Shown with demo data.

Built for longer B2B sales

Company records

Contacts are grouped under companies, so a second enquiry from the same firm joins the right account.

Quotes with terms

Line items, discounts, tax, validity dates and payment terms, accepted online by the customer.

Approvals

On the Business plan, chosen pipeline stages, such as Won, can require a manager's approval before a deal moves into them.

Questions

What if the classifier gets it wrong?

Change the type in one click. A person's classification is never overwritten by the AI, and the review threshold can be raised so fewer leads are applied automatically.

Can I define my own categories?

Yes. Categories are set per workspace, and the AI chooses from your list.

Every enquiry answered. Starting today.

Free for 2 users, no card required. Connect an inbox and your first leads are sorted in minutes.