Knoxy · For lead & inside sales
Every rep knows which lead to call next
Knoxy for lead and inside sales is the AI Chief of Staff working across LeadSprint, IMAST's lead management and sales CRM. It works with LeadSprint's AI lead prioritisation, conversation summaries, follow-up nudges and copilot, and adds reminders, scheduling and analytics so leads don't go cold and managers can see the pipeline without chasing updates.
- AI lead prioritisation in LeadSprint
- Conversation summaries and follow-up nudges
- Knoxy reminders, analytics and copilot
The role
Why leads go cold
Leads arrive from many places — website forms, WhatsApp, events, partners, field visits — and each one has a short window before interest fades. Reps juggle dozens at a time, and the hardest part of the job is not talking to customers but deciding who to talk to next and remembering to follow up.
Managers face the mirror image of the problem. They need to know which deals are moving, which reps are overloaded and which leads have been ignored, but the CRM only reflects what reps remember to update.
LeadSprint covers the full lead lifecycle: capture from every source, assignment by geography, source or performance, pipeline, field sales execution, workflow automation and AI. Knoxy works across it as the chief of staff, keeping follow-ups on track and surfacing what managers need to see.
What you get
AI for the whole lead lifecycle
LeadSprint's AI plus Knoxy's chief-of-staff work.
Lead prioritisation
AI scores and prioritises leads so reps start with the hottest ones (advanced scoring on Growth; AI prioritisation on Enterprise).
Conversation summaries
AI summaries of customer conversations (Enterprise).
Follow-up nudges
AI nudges to complete follow-ups (Enterprise).
Copilot
AI copilot that guides reps' next actions (Enterprise).
Reminders and scheduling
Knoxy schedules tasks and sends reminders.
Analytics and insights
Pipeline reports and insights on demand.
A typical day
How a rep's day changes
A rep starts the day with leads already ranked, rather than a long unsorted list. New leads are assigned automatically by geography, source or performance, and the ones most likely to convert sit at the top.
After each call or meeting, a conversation summary captures what was said, so the next person to pick up the lead — or the same rep a week later — doesn't start from scratch. Follow-up nudges and reminders make sure the next step actually happens.
For managers, the pipeline is current because the system is doing more of the updating. They can ask the copilot which deals are stalling or which reps have overdue follow-ups instead of waiting for the weekly review.
How it works
From new lead to next action
How LeadSprint and Knoxy keep a lead moving.
- 1Capture
Lead arrives
From web, WhatsApp, events, partners or field visits.
- 2Assign
Routed and ranked
Assigned by geography, source or performance; prioritised by AI.
- 3Engage
Rep follows up
Calls, WhatsApp and visits; conversations summarised.
- 4Remind
Nothing slips
Nudges and reminders keep the next step on time.
Practical advice
Getting reps to trust AI priorities
Explain the ranking. Reps follow a prioritised list when they understand why a lead is near the top — its source, recent activity or fit — and ignore it when it feels arbitrary.
Use summaries as handover notes. Conversation summaries are most valuable when a lead changes hands, so make them part of how leads are passed between inside sales, field sales and partners.
Measure follow-up completion, not just activity. The aim of nudges and reminders is that every lead gets its next step on time; track that, and review overdue follow-ups with the team regularly.
- Show reps why a lead is prioritised
- Use summaries for every handover
- Track follow-up completion
- Review overdue follow-ups each week
FAQs
Knoxy for lead & inside sales: FAQs
What does Knoxy do for lead and inside sales teams?
Knoxy works across LeadSprint to keep follow-ups on track and surface what managers need — with reminders, task scheduling, analytics and a copilot — alongside LeadSprint's AI lead prioritisation and conversation summaries.
Which AI features are in LeadSprint itself?
Growth includes advanced lead scoring. Enterprise adds the AI copilot for reps, AI lead prioritisation, conversation summaries and AI nudges for follow-up completion.
How are leads assigned?
Automatically by geography, source or performance, with AI scoring prioritising the hottest leads.
Can leads come from WhatsApp?
Yes. LeadSprint captures leads from every source, and reps can follow up by call, WhatsApp or field visit.
Does it support field sales?
Yes. LeadSprint includes field sales execution tools such as GPS tracking and nearby prospects.
Can managers ask Knoxy about the pipeline?
Yes. The copilot can answer questions and produce reports on pipeline and follow-ups.
Does LeadSprint connect to the rest of IMAST 360?
Yes. It's integrated with Distribution+ and LoyaltyBoard as part of IMAST 360.
Do we need Enterprise for AI?
Advanced lead scoring is on Growth; the copilot, AI prioritisation, summaries and nudges are on Enterprise.
See Knoxy on your pipeline
We'll show lead prioritisation, summaries and follow-ups in one demo.