01
Set the criteria for the case
Define what a good fit looks like for each sales motion. Your team stays in control of the bar.
CHECK LEAD ELIGIBILITY. SPOT WHO NEEDS A CALL NOW.
Know who’s ready
for a call now.
Crivett checks CRM leads against the criteria you set for each case, then brings active, qualified prospects forward—with a clear reason to reach out.
Built around your criteria. Clear about every decision.
crivett / workspaceILLUSTRATIVE DATA
Good morning, Jordan
Here’s who’s ready for a conversation.
QUALIFIED18 Ready to contact
NEEDS REVIEW07 Missing a signal
CHECKED TODAY42Across 3 active cases
SPSamira PatelVP Operations · Northstar Labs
CALL NOW WHY THIS LEAD QUALIFIES
Decision maker Evaluating this quarter Fits team size criteria
Recent checksVIEW ALL
MCMarcus ChenBrightlineQualified2m ago
ALAlex LeeFieldworkReview8m ago
TWTaylor WoodsForm & FunctionQualified16m ago
A clear reason, every timeSo your team knows what to do next
THE RIGHT LEAD, AT THE RIGHT MOMENT
Spend less time sorting records.
Know where to focus next.
Case-by-case criteria AI-assisted assessment Reasons your team can see
A BETTER WAY TO QUALIFY
From lead record
to next best action.
Give your team a consistent way to spot promising leads and understand what makes them a fit.
02
Let Crivett check the record
Crivett assesses lead information against those criteria and highlights the signals it finds.
03
Make the next call count
See active, qualified leads first, with clear reasons your team can use to prioritize follow-up.
BUILT FOR BETTER FOLLOW-UP
A flag is better
when you know why.
Every result comes with the signals behind it. Your team can prioritize with context, review edge cases, and refine what “qualified” means for the next case.
Get in touchMid-market SaaSEligibility criteria05 RULES
Decision makerVP or senior leadershipMATCHED
Active evaluationTimeline within 90 daysMATCHED
Company size50–500 employeesMATCHED
MAKE THE NEXT CALL THE RIGHT ONE
Let’s find your ready leads.
Tell us how your team qualifies a lead today.