Custom AI Agents for Lead Generation, With a CRM Built In
A custom AI agent that answers your website visitors 24/7, qualifies every inquiry, and delivers it to a CRM built around how your team sells.
What is an AI lead agent and CRM system?
It is a custom AI agent on your website that answers visitors at any hour, qualifies each inquiry against your rules, and passes every lead into a CRM your team works from. Mizner Digital builds both parts together, so a conversation at 9 PM on a Saturday is a clear, organized lead when your team starts the next morning.
Leads go cold in the gap between a question and a reply. Your office closes, your team is out on a job, and the person who was ready to talk moves on to the next company. We build a custom AI agent that replies on your website right away, at any hour, in your visitor's language, using only the business information you approve.
The agent has a real conversation, then works out whether the inquiry fits: the type of job, the area you serve, your minimums, and how soon they need it. When someone is ready, it collects their details and the best time to reach them, so your team starts every call with the full picture.
Every lead then lands in a custom built around how you already sell. Your team sees who came in, what they need and where each lead stands in one place, instead of across inboxes and spreadsheets. If you already have a CRM you like, we can look at connecting to it.
Built for how South Florida customers reach out
South Florida customers often start looking after work or on a weekend, and many would rather ask their questions in Spanish or another language. An agent that replies right away, in their language, keeps that conversation with you instead of the next company on the list. We run the same approach ourselves: the chat assistant on this website answers questions about our services and sends requests straight into our own lead system, so you can try it before we talk.
Based in Boca Raton, we work with businesses in Boca Raton, Delray Beach, Deerfield Beach, Boynton Beach, Coconut Creek, Parkland and across Palm Beach County. Tell us about your project.
AI Agents & CRM questions, answered
A basic chatbot answers questions from a script. This agent holds a natural conversation, qualifies the inquiry against your rules, and delivers an organized lead into a CRM your team uses every day. It is built for your business rather than set up from a generic template.
Not on its own. The agent turns more of the visitors you already get into organized, qualified leads. To bring in more visitors, it pairs well with our SEO and digital marketing services, and we can talk through whether that makes sense for you.
The agent is limited to the business information you approve and given clear rules, such as never quoting a price. We test it against difficult and off-topic questions before launch. Like any AI tool it is not perfect, so your team stays in charge of quotes and commitments.
Not necessarily. In many cases the agent can be added to an existing website. If you already use a CRM, we can review whether it provides suitable integration access. If you do not have one, or it does not fit how you work, we can build one for you.
The agent works in your website chat. Automated texts and calls come with their own consent rules, so they are not part of a standard setup. If you need them, we can discuss what would be involved during your consultation.
Cost depends on what the agent needs to know, how you qualify leads, what the CRM needs to do and any integrations. We provide a project-specific estimate after a free consultation; there is no fixed price for every business.
More answers on our general FAQ page.
Related reading
Managing four different Google accounts is eating your day
If you run a local business, you already know the routine: log into your Google Business Profile to answer a review, hop into Google Ads to see your budget, and then open another …
Juggling your apps manually is costing you valuable business hours
Running a business usually means having twenty tabs open just to keep marketing, bookkeeping, and customer follow-ups in sync.
Ready to talk about your AI agents & CRM project?
Schedule a free consultation and let's talk through what your business actually needs.
Schedule a Free Consultation