New Lead Manager System and Chatbot for NZ Services
Support New Zealand teams with governed enquiry handling for lead manager system and better handover readiness.
Optimising Enquiries for New Zealand Service Professionals
Professional service businesses in New Zealand often struggle to effectively organise and convert incoming enquiries. Manual processes lead to missed opportunities, inconsistent follow-up, and poor visibility into the sales pipeline. Without a robust system, your team may waste valuable time on low-intent leads while high-value prospects go cold. Servadra addresses these challenges by replacing disjointed workflows with a centralised, intelligent platform. By leveraging governed AI to handle initial interactions, firms can ensure every enquiry receives timely attention. This approach allows your staff to focus on high-impact client relationships while the AI enquiry system manages the heavy lifting, ensuring no opportunity is ever lost or ignored.
Intelligent Pipeline Automation and Lead Scoring
Servadra transforms your sales funnel with a six-stage lifecycle: ENQUIRY, QUALIFIED, CONTACTED, MEETING, PROPOSAL, and WON/LOST. Our AI enquiry system detects returning visitors and re-engages them instantly. The platform uses HOT lead auto-scoring, flagging prospects with CR ≥ 0.70 for immediate priority follow-up. Automated email sequences are sent hourly to maintain engagement, while calendar integrations auto-advance leads upon booking. Even dormant leads are not forgotten, as daily cron jobs identify and re-engage inactive contacts. This sophisticated automation ensures your pipeline remains active and focused on high-value prospects, allowing your team to capitalise on every interaction and boost overall conversion rates efficiently.
Management Visibility and Performance Analytics
Managing a successful service firm requires precise data. Servadra provides a comprehensive management dashboard featuring five key KPI cards: Total Enquiries, Active Pipeline, Won Revenue, Conversion %, and Avg Days to Close. Our Chart.js conversion funnel offers immediate visibility into prospect progression through all six stages. You can easily analyse staff performance and manage lead assignments across your team. With a flexible period selector covering 30d, 60d, 90d, or all-time data, you have complete control over your reporting. This level of transparency ensures that you can make informed, data-driven decisions to optimise your firm’s revenue growth and team efficiency.
Governed AI and Advanced Client Portal
At the heart of Servadra is our governed AI, providing secure, Meridian-backed enquiry handling that integrates seamlessly into your operations. Our client portal, accessible at /portal/client/, serves as a command centre, featuring a Kanban board with detailed lead cards showing status and CR scores. You get a complete activity timeline for every lead, including transcripts and email histories, alongside monthly performance reports with revenue attribution. Powered by Archon Book configuration, the platform offers an AI quality scoring dashboard for continuous improvement. This intelligent ecosystem empowers NZ professional service businesses to scale, ensuring consistent, high-quality enquiry management, secure data handling, and transparent accountability.