Score and route in real time
The moment a lead arrives, the automation captures it, enriches it where possible, scores it against the criteria you care about, and assigns it to the right rep. The rep gets an instant alert so they can respond while interest is fresh.
Leads can come from web forms, ads, chat, phone, or marketplaces, all funneled into one consistent routing flow.
- Capture leads from forms, ads, chat, and calls
- Enrich with available firmographic data
- Score by fit and intent signals you define
- Assign by territory, round-robin, or skill
- Notify the rep instantly by Slack, SMS, or email
- Start an SLA timer on first response
Rules that match how you sell
Routing logic reflects your actual go-to-market: territories, product lines, deal sizes, languages, and who is available. We build the branching so a lead always reaches someone equipped to work it.
If a rep is at capacity or out of hours, the rules reroute rather than letting the lead sit.
- Weighted round-robin distribution
- Territory or ZIP-based routing
- Product or vertical specialization
- Per-rep capacity limits
- Business-hours and holiday handling
- Reassignment when there is no response
Speed-to-lead and accountability
Fast, fair follow-up is the whole point. Every lead gets an owner and a clock, stale leads get reassigned automatically, and you get reporting on how quickly your team actually responds.
Everything is logged in your CRM so there is a clear record of who touched what and when.
- Instant assignment notifications
- First-touch SLA tracking
- Automatic reassignment of stale leads
- Full logging in your CRM
- Response-time reporting by rep and source
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Frequently asked questions
Do you replace my CRM?
No. We build routing on top of the CRM you already use, so scoring, assignment, and logging all happen inside your existing system rather than a separate tool.
How does lead scoring work without overstating precision?
Scoring is a heuristic built from the fit and intent signals you tell us matter, not a magic accuracy number. It gives reps a useful priority order, and we refine the weights over time based on which leads actually convert.
What channels can feed leads in?
Web forms, ad platforms, live chat, phone systems, and marketplaces, as long as they can send data through an API or webhook. We confirm your specific sources in the consultation.