Operational fit
Service need, geography, company profile, channel requirements, and delivery constraints.
Solution
A qualification system your CRM can actually operate.
Arcqual turns raw inbound data into an explainable decision: who the lead is, how well the opportunity fits, what remains unknown, and what should happen next.
Qualification model
Separate the signals. Combine the judgment.
A single score can hide why a lead is valuable. Arcqual preserves the dimensions behind the decision.
Commercial potential
Budget or spend range, expected scope, account value, and expansion relevance.
Buying intent
Source, content path, request specificity, urgency, and evidence of active evaluation.
Decision risk
Missing information, contradictory answers, restricted categories, or low-confidence model output.
Policy, not prompt theater
Your qualification logic becomes an operating policy.
The system combines deterministic rules with bounded language-model reasoning. Hard constraints remain explicit; nuanced interpretation is used where context matters.
- Versioned thresholds and disqualifiers
- Named reasons for every decision
- Confidence gates for human review
- Test cases before production routing
Example policy order
1. Hard exclusionsRule engine
2. Required evidenceValidation layer
3. Contextual evaluationLLM reasoning
4. Confidence thresholdReview gate
5. Routing actionn8n orchestration
Inputs and outputs
A closed loop from intake evidence to next action.
| Layer | Typical inputs | Operational output |
|---|---|---|
| Identity and context | Form answers, company domain, CRM history, campaign and UTM data | Normalized lead profile with source trace |
| Qualification policy | Service fit, budget logic, geography, urgency, exclusions | Score, tier, reason codes, confidence |
| Commercial brief | Decision output plus the original lead narrative | CRM note, open questions, first-response guidance |
| Routing | Tier, owner rules, availability, channel, review threshold | Lifecycle stage, task, notification, nurture, or review queue |
Operational outputs
One decision. Four usable artifacts.
Qualification score and tier
A reporting-friendly numeric score paired with an action-oriented tier your team can use in views, queues, and automations.
Reasoned CRM note
A concise explanation of fit, intent, risk, missing evidence, and the recommended first conversation.
Structured reason codes
Stable fields for analysis: qualified because, held because, disqualified because, confidence, and policy version.
Workflow action
Assign an owner, create a task, notify a channel, start a sequence, or wait for human approval.
Clear boundary
Not a chatbot. Not a new CRM. Not a black-box scoring widget.
Arcqual is the decision layer between lead capture and revenue operations. It keeps the evidence, policy, reasoning, and route connected—without asking your team to adopt another daily workspace.
Architecture first