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BionicAdri

Sales on autopilot: how ADRI manages leads with human supervision

Embudo de ventas de varias etapas por el que avanzan los contactos hasta el cierre

A large part of a sales team's time is spent on tasks that aren't selling: finding contact details, writing follow-up emails, updating the CRM. BionicAdri distributes that work differently. ADRI manages the sales pipeline on autopilot: it finds leads, enriches them with OSINT, scores them, sends them personalised messages and follows up until they respond or are discarded, always with human supervision.

The Complete Cycle: From Lead to Customer Without Touching a Button

BionicAdri's CRM Intelligence Layer works as an autonomous sales assistant that works within the established business hours. This is the complete cycle:

1. Lead Capture

Leads come in from multiple sources: web form, referrals, AI search (OSINT), automatic discovery from the logistics fleet (companies with 5+ shipments) or call analysis (callers with 10+ calls). Each source is identified to measure conversion.

2. OSINT Enrichment

10 minutes after creation, ADRI automatically enriches the lead: it searches for corporate website, email, phone, CIF, sector, number of employees, estimated turnover. Real OSINT: web search, scraping, LinkedIn. One attempt per lead to avoid overloading.

3. Intelligent Scoring

Each lead receives a score from 0 to 100 based on 5 configurable factors: data completeness, company size, target sector, level of interaction and buying signals. Customisable labels: Hot, Warm, Cold.

4. Autonomous Outreach

After 3 days (configurable), ADRI sends personalised messages via WhatsApp and Email. The content adapts to the lead's context: sector, size, detected needs. Automatic follow-ups if there is no response.

8 Automated Workflows

The workflow engine runs 8 predefined flows (all configurable from the interface):

  • First contact: 3 days after lead creation, ADRI sends WhatsApp + personalised Email
  • First follow-up: 5 days after the first contact without a response
  • Second follow-up: 7 days after the first follow-up
  • Third follow-up: 10 days later, with a different tone (last chance)
  • Auto-lost: 20 days without response after 3 attempts, the lead is automatically marked as lost with a documented reason
  • Won welcome: when a lead is marked as won, an automatic welcome is sent
  • Re-engagement: cold leads with a high score receive a reactivation message
  • Automatic discard: leads without phone or email after enrichment are discarded (there is no point sending them anything)

Each workflow can be activated or deactivated individually. Message templates, waiting times and actions are editable from the configuration interface.

Anti-Spam: Strict Limits by Design

An autonomous system without limits would be a spam generator. BionicAdri implements strict protections that cannot be disabled:

ProtectionDetail
Daily limitMaximum 40 messages/day (fixed, not configurable)
Business hoursMonday to Friday only, 9:00-20:00
Pacing per leadMaximum 1 lead every 5 minutes
Mandatory enrichmentNo lead is contacted without first being enriched
DeduplicationDetection by name + email + phone to avoid duplicates
Unsubscribe GDPRLink in every message. Opt-out blocks all future outreach
Auto-discardLeads without contact data after enrichment are discarded

Auto-Leads: Automatic Opportunity Detection

In addition to leads created manually or via web form, BionicAdri automatically detects business opportunities from two internal sources:

Auto-leads from the logistics fleet

If your company operates a distribution network, the system analyses shipments and detects hub companies with 5 or more recent shipments. These companies are automatically created as leads with source "flota". The threshold and follow-up mode are configurable from the logistics fleet panel.

Call Analysis Auto-Leads

The call analysis module detects numbers that call frequently (10+ calls by default). If the number does not correspond to an existing customer, it is automatically created as a lead with source "call_analysis". The threshold is configurable from the module's settings page.

AI Enrichment: Professional OSINT

Lead enrichment is one of the most valuable functions of the system. Instead of relying on a third-party database, ADRI performs OSINT searches on public sources:

  • Web search: internet search for the company, its domain, digital presence
  • Scraping: extraction of contact data from the corporate website
  • LinkedIn: identification of key people and organisation size
  • Tax data: CIF, economic sector, public registry information

Each lead is enriched only once (field enrichment_attempted_at) to avoid unnecessary retries. The process runs every 10 minutes in batches of 3 leads.

Lead Scoring: 5 Configurable Factors

The score from 0 to 100 is calculated hourly based on 5 dimensions, each with a configurable weight:

  • Data completeness (default weight: 20%): the more complete the lead profile (email, phone, website, CIF, sector), the higher the score
  • Company size (weight: 25%): number of employees and estimated turnover as an indicator of potential
  • Target sector (weight: 20%): alignment with the sectors defined as priority
  • Interaction (weight: 20%): responses to messages, opening quotes, recorded visits
  • Buying signals (weight: 15%): demo request, pricing enquiry, referral from an existing customer

The labels are configurable. By default: Hot (75-100), Warm (50-74), Cold (25-49), Very Cold (0-24). The weights are adjusted from the CRM dashboard.

Loss Reasons and Visual Pipeline

When a lead is lost (manually or automatically), the system records the reason. There are 9 configurable predefined reasons (price, competition, timing, etc.) plus a free-form notes field. This information feeds conversion analysis to detect patterns.

The visual kanban-style pipeline allows you to move leads between stages: new, contacted, qualified, proposal, negotiation, won, lost. Each stage has a configurable conversion probability that feeds the revenue forecast.

CRM Dashboard: 4 Intelligence Tabs

The CRM dashboard is organised into 4 tabs:

  • Overview: main KPIs (active leads, conversion rate, pipeline value, recent activity)
  • Analytics: conversion charts by source, average time to close, performance by salesperson
  • Forecast: revenue forecast for the current month, next month and quarter, based on phase probabilities
  • Workflows: status of the 8 workflows, last run, leads processed, results

What the BionicAdri CRM offers

  • Enrichment: ADRI OSINT, included in the platform.
  • Lead scoring: 5 configurable factors.
  • Outreach: WhatsApp and email from the CRM itself.
  • Auto-leads: from the logistics fleet and call analysis.
  • GDPR opt-out: unsubscribe link in every message.
  • Integrated ERP: quotes and invoices in the same system.

GDPR Compliance by Design

BionicAdri's autonomous pipeline is designed with GDPR in mind from the outset:

  • Each message includes an unsubscribe link (/leads/unsubscribe/{id}/{token}) that disables all future outreach
  • Opt-out is immediate and irreversible by the system (only an admin can reverse it)
  • Enrichment data comes exclusively from public sources (OSINT)
  • The full communication history is recorded in the lead timeline
  • Processing is carried out on servers in Europe and you can review the details in the privacy policy

Conclusion

The real cost of a sales pipeline isn't the software: it's the sales team's time spent on tasks that don't generate value. Finding data, writing follow-up emails, updating the CRM and remembering deadlines consumes a very significant part of a salesperson's day.

ADRI doesn't replace the sales team. It frees them from mechanical tasks so they can focus on what truly requires human judgement: negotiating, closing and building relationships. The autonomous pipeline takes care of everything else.

Do you want to see ADRI in action? Request a demo or write to us at [email protected].

  • CRM
  • Autonomous Pipeline
  • Lead Scoring
  • OSINT
  • ADRI
  • WhatsApp
  • GDPR

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[email protected]+34 604 87 17 35