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How AIVERYN works

AIVERYN organizes the path between a new lead and your company's next step, connecting your tools and automating tasks that still depend on manual work today.

Get startedSee the flow in action

You keep running your business. AIVERYN takes care of the operational flow.

Sales flowActive
  1. LeadGoogle Ads, Meta Ads, website, form
  2. AIVERYNReceives, interprets and organizes
  3. QualificationBased on your company's criteria
  4. CRMContact recorded in HubSpot
  5. CalendarReal availability from Google Calendar
  6. MeetingEvent and Google Meet created
  7. TasksNext action with an owner
  8. Follow-upFollow-up scheduled

You get opportunities. But can you keep up with all of them?

Many service businesses receive contacts through Google Ads, Meta Ads, their website, landing pages or forms, yet still rely on manual processes to reply, organize, schedule, record and follow up on every opportunity.

Before13 manual steps across different tools
  1. A lead arrives
  2. Someone has to reply
  3. Check the details
  4. Figure out if it's worth pursuing
  1. Open the CRM
  2. Enter it manually
  1. Open the calendar
  2. Look for a time slot
  1. Reply to the client
  1. Create the meeting
  2. Send a confirmation
  1. Create a task
  2. Remember the follow-up

When everything depends on memory, spreadsheets, scattered messages and manual tasks, some opportunities end up forgotten.

AfterOne single, tracked flow
  1. A lead arrives
  2. AIVERYN
  3. Organized, automated process
    • Qualification
    • CRM
    • Calendar
    • Meeting
    • Tasks
    • Follow-up

AIVERYN builds an intelligent production line to follow up on every opportunity.

One single flow. From first contact to next step.

Sixteen stages in three moments. See what happens at each one, and where your team stays in charge.

Intake and qualification

01–05

  1. Stage 01: The lead arrives

    A new contact comes in through one of the channels your company uses.

    Intake channels

    • Google AdsNew lead
    • Meta Ads
    • Website
    • Landing page
    • Form

  2. Stage 02: AIVERYN receives and organizes

    AIVERYN receives the lead's information and identifies where they came from, what data was sent and what interest they showed.

    Lead · Maria AparecidaGoogle Ads
    Name
    Maria Aparecida
    Phone
    +1 (555) 014-2290
    Email
    maria.aparecida@example.com
    Source
    Google Ads
    Campaign
    Legal services
    Interest
    Legal consultation
    Message
    I'd like to know more about the service.
    Date
    Sep 22, 2026
    Time
    09:02
    Illustrative data

  3. Stage 03: AIVERYN starts the conversation

    AIVERYN can start or organize the first contact to better understand what the prospective client needs.

    AIVERYNHi, Maria. We received your message. Could you tell me a bit more about what you need?
    MariaI'd like to know more about the service and maybe book a meeting.

  4. Stage 04: Qualification

    Not every lead needs the same treatment.

    AIVERYN uses information and criteria configured by your company to help identify which opportunities deserve priority.

    That way, professionals spend less time on contacts that don't meet the business criteria and focus their attention on the most relevant opportunities.

    Criteria defined by your company

    • Type of need
    • Location
    • Budget
    • Urgency
    • Interest
    • Service requested
    • Availability
    • Client profile

    Organized by your criteria

    • Hot leadMaria Aparecida
    • Warm lead
    • Cold lead

    AIVERYN helps you prioritize. It doesn't predict who will hire you, and the decision stays with your team.

  5. Stage 05: Recorded in the CRM

    The information can be recorded or updated in the CRM your company uses, such as HubSpot.

    HubSpotCRM
    • New contact created
    • Status updated
    • Source recorded
    • History saved

Scheduling

06–11

  1. Stage 06: The client wants a meeting

    When the lead shows interest in talking to a professional, AIVERYN starts the scheduling process.

    AIVERYNWhat's the best date for our meeting?
    MariaThe 29th.

  2. Stage 07: AIVERYN checks the calendar

    AIVERYN connects to the professional's Google Calendar and checks which times are actually available on the chosen date.

    No made-up slots: only what is free on the real calendar is offered.

    Google CalendarSeptember 29
    1. 09:00Busy
    2. 10:00Available
    3. 11:00Busy
    4. 14:00Available
    5. 16:30Available

  3. Stage 08: AIVERYN offers time slots

    Free slots become simple options for the client to choose from.

    AIVERYNI have these times available on the 29th:10:0014:0016:30Which one works best for you?
    Maria14:00.

  4. Stage 09: Meeting confirmed

    The chosen time is booked automatically and the meeting becomes part of the calendar.

    Meeting with Maria AparecidaSep 29 · 14:00
    • Google Calendar updated
    • Google Meet created
    • Professional notified
    • Client received confirmation

  5. Stage 10: Today's agenda

    AIVERYN can put together a summary of the professional's calendar and help keep track of the day's appointments.

    AIVERYN · 08:00

    Good morning. You have 4 appointments on your calendar today.

    1. 10:00Ana Silva
    2. 14:00Maria Aparecida
    3. 15:30Carlos Mendes
    4. 17:00Internal meeting
    Illustrative data

  6. Stage 11: Confirming with the client

    On the day of the meeting, the client receives a confirmation request.

    AIVERYNHi, Maria. Your meeting is scheduled for today at 14:00. Can we confirm?
    MariaYes.
    Meeting statusConfirmed

After the meeting

12–16

  1. Stage 12: After the meeting

    The process doesn't end at the meeting.

    After the meeting, the professional records the outcome inside AIVERYN.

    Meeting outcome

    • Client interested
    • Needs a quote
    • Send proposal
    • Waiting for documents
    • Not interested
    • Follow up later

    SelectedClient interested. Send a quote.

  2. Stage 13: Automatic task

    Once the outcome is recorded, the next task is created with a deadline, an owner and context.

    New task created

    Send quote to Maria Aparecida

    Due
    Tomorrow · 10:00
    Owner
    Sales team
    Automatic summary

    Client requested a quote after the meeting held on Sep 29 at 14:00.

  3. Stage 14: Proposal and quote

    AIVERYN can help organize the next action and connect to the tools used for documents and communication.

    • Google DocsQuote document
    • Google DriveClient files
    • GmailSent to the client

    The professional remains responsible for the commercial and technical content of the quote, while AIVERYN helps organize the flow and next steps.

  4. Stage 15: Follow-up

    What if the client doesn't reply?

    Follow-up rules can be configured to match your company's process.

    Follow-up · Maria Aparecida
    1. Day 0Proposal sentSent
    2. Day 1“Did you receive the proposal?”Sent
    3. Day 3“Do you have any questions?”Scheduled
    4. Day 5“Would you like to move forward?”Scheduled

    If the client replies earlier, the next follow-ups are stopped or adjusted according to the configured flow.

    Illustrative data

  5. Stage 16: Conversion

    When the client agrees to go ahead with the service, AIVERYN closes the automated sales flow and records the opportunity as completed.

    From that point on, the professional carries out the service within the company's own systems and processes.

    Client acceptedStatusConverted

    Sales flow closed

The examples in this section use illustrative data.

See AIVERYN at work in a complete flow.

An illustrative, fictional scenario, from the ad click to conversion, as it appears in AIVERYN's activity log.

Company
Law firm
Source
Google Ads
Lead
Maria Aparecida
Situation
Maria searched for a legal service, clicked an ad and filled out the landing page form.
Activity · Maria AparecidaConverted

First contact · Sep 22

  1. Lead received through the form
  2. Source identified: Google Ads
  3. Contact recorded in HubSpot
  4. AIVERYN started the conversation
  5. Need identified
  6. Lead qualified
  7. Client asked for a meeting
  8. Client chose the 29th
  9. Google Calendar checked
  10. Available times: 10:00, 14:00 and 16:30
  11. Client chose 14:00
  12. Event created in Calendar
  13. Google Meet created
  14. Confirmation sent

Meeting day · Sep 29

  1. Daily agenda sent to the professional
  2. Client received a confirmation request
  3. Client confirmed
  4. Meeting held
  5. Professional recorded: “Send quote”
  6. Task created automatically

Next day · Sep 30

  1. Quote sent

Day 2 · Oct 1

  1. Follow-up sent

Day 4 · Oct 3

  1. Another check-in

Day 6 · Oct 5

  1. Client accepted
  2. Status: Converted
Illustrative data

AI inside the process, not just in a chatbot.

Intelligence works at every step of the flow, always within the rules your company has defined. AIVERYN does not create business rules on its own: it interprets information and carries out and coordinates actions within the rules your company has defined.

  1. Information
  2. Context
  3. Rule
  4. Action
  5. Follow-up

  • Interpret

    Understands the information it receives.

  • Classify

    Helps organize opportunities according to the defined criteria.

  • Communicate

    Writes or organizes messages within the context of the conversation.

  • Decide within the defined rules

    Identifies which configured next step should run, according to the rules the company has defined.

  • Follow through

    Monitors deadlines, replies and next steps.

Fewer operational tasks. More time for the work that truly needs you.

AIVERYN reduces repetitive work and helps your team focus their time on client care, analysis, negotiation and delivering the service.

Without AIVERYN

Everything goes through the team's hands

  • Reply to leads manually
  • Copy data
  • Update the CRM
  • Open the calendar
  • Check availability
  • Schedule meetings
  • Create Meet links
  • Send confirmations
  • Create tasks
  • Remember follow-ups
  • Track every opportunity by hand

With AIVERYN

The team steps in where it matters

  1. A lead comes inThrough any connected channel
  2. Automated flowRecords, calendar, tasks and follow-up
  3. The professional steps in when neededClient care, analysis and negotiation

In practice

  • Reduce operational tasks
  • Increase follow-up capacity
  • Avoid rework
  • Organize processes
  • Free up your team's time

You set the rules. AIVERYN runs the flow.

Your company defines the criteria, hours, messages, owners, rules and integrations.

What your company configures

  • Criteria
  • Hours
  • Messages
  • Owners
  • Rules
  • Integrations
Rule · Quote requestActive
  1. IfEventNew lead received
  2. AndInterest=Quote
  3. AndCriteriaMet
Then
  • Create contact in CRM
  • Start the conversation
  • Offer scheduling
  • Create task
  • Schedule follow-up

Turn actions on or off to see the rule change.

5 of 5 actions active

AIVERYN connects your company's ecosystem.

Accounts and subscriptions remain your company's. AIVERYN works as the integration, automation and intelligence layer between these tools.

Lead capture

  • Google Ads
  • Meta Ads
  • Website
  • Landing page
  • Forms
AIVERYN

CRM

  • HubSpot
  • Calendar and meetings
  • Google Calendar
  • Google Meet

Communication

  • WhatsApp
  • Gmail

You keep using your tools. Your data stays under your control. AIVERYN connects everything and coordinates the flow.

A more organized operation for every opportunity.

AIVERYN's goal is to reduce things falling through the cracks, organize the sales flow and help your company follow up on every opportunity more consistently.

  1. Organized leads

    Every contact with source, data and history

  2. Prioritized opportunities

    Based on your company's criteria

  3. Structured meetings

    Real calendar, Meet and confirmation

  4. Tracked tasks

    With deadline and owner

  5. Scheduled follow-ups

    Adjusted when the client replies

Stop leaving opportunities scattered across messages, spreadsheets and calendars.

Connect your tools and organize your sales process with AIVERYN.

Get startedSee who it's for