Take the guesswork out of prioritising your sales pipeline with AI Engagement Scoring.

SitePad CRM now automatically analyses every Prospect and Lead to generate a live AI Engagement Score out of 100, helping your team instantly identify which opportunities are the warmest and where to focus their time.

The score is calculated automatically using a combination of factors including contacts, like hood of close, activity, pipeline progress, recent engagement and record completeness, updating in real-time as your data changes. 

What's New?

✅ AI Engagement Score automatically calculated for every Prospect and Lead.

✅ Intelligent scoring from 0–100 based on how engaged and sales-ready each opportunity is.

✅ Clear engagement bands:

• ❄️ Cold (0–24)
• 🌤️ Warm (25–49)
• 🔥 Hot (50–74)
• 🚀 Very Hot (75–100)

✅ Colour-coded score badges displayed on Pipeline cards and Prospect/Lead records for instant visibility.

✅ New AI Engagement Score filter in the Pipeline, allowing you to quickly focus on Cold, Warm, Hot or Very Hot opportunities.

Available Across the Platform

AI Engagement Scoring has also been added throughout the Pipeline module, giving your sales team a consistent, AI-powered way to prioritise opportunities and spend more time on the prospects most likely to convert.