Speed-to-lead wins the demo
Call the signup while intent is still hot. Qualify against your ICP, then book the right AE — automatically.
A trial goes cold in about an hour
- Under 1 minuteThey're still in the product
- Under 5 minutesStill the first vendor to call
- Within the hourNow one of three conversations
- Next morningThe tab is closed
Roughly 78% of buyers purchase from the vendor that responds first. Product-led signup volume outruns any SDR team — the trials nobody calls are the ones that churn quietly.
Four steps, no queue
- 01
Signup lands
A trial start, demo request, or pricing-page form hits your stack. LumisReach picks it up from the CRM, the webhook, or the API — whichever you already write to.
- 02
Enriched before the dial
Company size, stack, and funding are resolved against the record, so the agent opens with context instead of asking what the company does.
- 03
Qualified live
Use case, team size, timeline, and buying role are scored against the ICP definition you set. Unqualified signups get a helpful answer and a docs link, not a calendar slot.
- 04
Routed and booked
Qualified conversations transfer live to the owning AE, or book onto their calendar with the transcript and the score already attached.
Your ICP, applied the same way every time
- Company sizeHeadcount and seat potential resolved before the call
- Buying roleWhether you're talking to the evaluator, the budget, or neither
- Use case fitScored against the problems your product actually solves
- TimelineEvaluating now, next quarter, or just reading
- Existing stackThe integrations that make or break the deal
Voice first, then wherever they answer
- Calls the signup while the tab is still open
- Follows up by SMS and email on the same thread
- Keeps one conversation history per contact, not three
- Honors opt-outs instantly across every channel
Wire it to the stack you already run. See the integrations →
The calls finance and deal desk make out
Prospects are the half that might not pick up. Your buyer’s AP, procurement, and security desks are the half that always does — and where signed deals quietly stall. How the agents work →
- AP departmentsInvoice receipt, approval stage, and a real pay date — confirmed with a named person, not an inbox
- ProcurementPO issuance, vendor-portal registration, and requisition status chased through the buyer's process
- Security reviewQuestionnaire and pen-test review progress followed up so a deal doesn't stall in someone's queue
- Renewals adminSignature and PO status chased before a closed-won slips into the next quarter
- CollectionsPast-due follow-up with the customer's AP desk while it's still recoverable in-house
- Partner desksCo-sell registration and referral-fee status tracked without another Slack thread
Can it chase our unpaid invoices and stuck POs?
Yes. AP and procurement desks answer the phone every time — they just make you wait. The agent calls, gets to a named person, and comes back with the approval stage and a pay date written to the account.
It runs the same play on security reviews and PO issuance, which is usually where a signed deal actually stalls.
Can it call self-serve signups without feeling spammy?
The agent opens with the product context — what they signed up for and what they were trying to do — not a cold pitch.
Opt-outs are honored immediately and written back to the contact record across every channel.
How does it decide who's worth an AE's time?
You define the ICP: size, role, use case, timeline, stack. The agent scores every conversation against it and only qualified ones reach a calendar.
Everything else still gets a real answer, plus the docs or pricing link that actually helps them.
Does it work with our CRM?
Yes — HubSpot, Zoho, and LeadConnector are native, and the public API plus Zapier cover the rest.
Meetings, transcripts, and scores write back to the record so your reporting doesn't fork.
What happens outside business hours?
The agent still calls, still qualifies, and books onto the AE's calendar for the next available slot — instead of letting an overnight signup go cold.
Point it at yesterday's signups
Talk to the agent now, then give us a day of trial signups and see how many turn into booked meetings.