Lead Routing & Assignment
Automatically assign leads by territory, industry, score, and availability
❌ The Problem
- →Sales reps manually assign leads, wasting 5-10 hours/week
- →Leads sit unassigned for hours, killing conversion rates
- →Uneven distribution leads to rep burnout and missed quotas
- →No visibility into who's working which leads
- →High-value leads get treated the same as low-priority ones
✅ The Solution
- →Leads auto-assigned instantly based on smart routing rules
- →Slack/email notifications sent to assigned rep immediately
- →Fair distribution with round-robin and weighted assignments
- →Real-time dashboard showing lead assignment status
- →Priority routing for high-value leads to senior reps
How It Works
Lead Enters System
From web form, demo request, or integration
Routing Rules Applied
Territory, industry, score, product interest, rep availability
Instant Assignment
Lead automatically assigned to best-fit rep
Notification Sent
Rep gets Slack/email alert with lead details
Backup Handling
If no response in X minutes, escalate to manager
Key Features
Works With
Don't see your tool? We integrate with 100+ platforms.
Perfect For
SMB Sales Teams
2-10 reps managing inbound leads across territories
Enterprise SDR Teams
Large teams with complex territory and product assignments
Partner/Channel Sales
Route leads to internal reps or external partners
Pricing
$2,500
One-time setup + configuration
Optional: $300/month ongoing maintenance & optimization
Includes updates, new rules, performance monitoring, and support
Custom routing logic tailored to your team structure
Integration with your CRM and notification tools
Testing, training, and documentation
30 days post-launch support
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