United Lease lets a WhatsApp AI agent run the entire lead intake, from first message to CRM
United Lease is an independent leasing advisor based in Oldenzaal. We built a WhatsApp AI agent that handles new enquiries fully automatically: intake, document recognition and lead qualification, connected directly to their Tribe CRM.
- Industry
- Leasing advice / financial services
- Headquarters
- Oldenzaal, Netherlands
- Solution
- WhatsApp AI agent
The challenge
United Lease is an independent leasing advisor: a close-knit team that guides clients personally and compares leasing applications for vehicles, equipment and machinery across multiple financiers. The promise is clear, you get a dedicated advisor right away, no call centre and no queue. But with a lean team and growth ambitions, every new enquiry comes in through different channels, and the first contact, requesting documents and qualifying a lead means manual work every single time.
The solution
We built a WhatsApp AI agent that takes over the first contact entirely. A prospect sends a message and the agent runs a natural intake conversation: it asks the right questions, recognises and reads the documents provided, and determines whether the application is promising. The connection runs through the Bird API on WhatsApp Business and writes the qualified lead automatically into Tribe, United Lease's CRM.
Conversational intake on WhatsApp, in United Lease's tone of voice
Automatic document recognition and extraction
Lead qualification and handover to the right advisor
Direct synchronisation with the Tribe CRM
The result
The first contact now happens instantly and around the clock, without an advisor needing to step in before an application is complete and qualified. The team frees up time for what makes the difference: the personal advice. We are continuing to build out the connection with United Lease's existing systems and a refined intake flow, with an ongoing AI partnership in view.
From first message to qualified lead
- Bird × Tribe
- WhatsApp connected to the CRM
- Docs → data
- Documents recognised and read automatically
