Preframe
    Preframe
    Contact
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    Product

    Preframe software
    for cleaner pipeline.

    AI intake, follow-up, booking, routing, and attribution in one workspace for teams that want fewer missed handoffs.

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    P
    Preframe workspace
    Live pipeline
    Attribution
    Campaign to booked
    AI intake
    147
    +18%
    Qualified
    62
    +11%
    Booked
    31
    +9%
    Routing
    Next best path
    1Forms
    2SMS
    3CRM
    4Calendar
    5Revenue
    Buyer record
    Maya Chen
    Fit 86
    New buyer reply
    SMS intent captured
    AI qualified
    Fit score 86
    Demo booked
    Calendar path assigned
    Opportunity map
    Platform overview

    One source of truth for intake and follow-up.

    Preframe turns scattered buyer intent into owned records, qualified conversations, booked next steps, and visible pipeline outcomes.

    Request demoTalk to sales
    Unified intake

    Every buyer lands in one workspace.

    Preframe captures forms, calls, chats, and campaign responses with source, need, urgency, and ownership attached.

    AI qualification

    Context before handoff.

    The software asks qualifying questions, summarizes the conversation, and flags the next best action before a human touches the record.

    Booking workflow

    Move from interest to scheduled next step.

    Qualified buyers receive the right calendar path, reminders, and handoff notes so sales conversations start with context.

    Pipeline visibility

    Know which sources create opportunities.

    Source, status, qualification, booking, and outcome data stay connected for cleaner reporting and faster operating decisions.

    How it works

    Configure the handoff once. Let the workflow run every time.

    01

    Connect channels

    Plug Preframe into the places buyer intent already appears: forms, chat, SMS, CRM, calendars, and campaign sources.

    02

    Define rules

    Set qualification logic, routing rules, calendar paths, owner assignment, and follow-up timing.

    03

    Operate pipeline

    Let the software capture, qualify, follow up, book, and report while your team works the best opportunities.

    See Preframe
    on your pipeline.

    A 30-minute walkthrough using your intake channels, routing rules, calendar flow, and reporting needs.

    Request Demo