The right lead. The right person. Right now.
Every lead is scored on what it does and sent to the right owner while interest is still high. When it is ready, it becomes an opportunity with its whole history.
The hottest lead goes first.
AI-assisted scoring adds points for the actions that signal real interest, so your team calls the right people first.
Points for intent
Pricing pages, chat questions and replies raise the score.
Cooling leads drop
Leads that go quiet lose points and fall down the list.
Nurture the rest
Low scores join an email journey until they are ready.
Assigned the moment it arrives.
Rules send each lead to an owner by territory, product, segment, source or workload, and give that owner a follow-up task.
Rules in order
The first rule that matches decides the owner.
Balanced workload
Leads that match no rule go to whoever has the fewest open.
A task, not a hope
The owner gets a follow-up task with a due date.
Ready means converted, with its history.
Convert a qualified lead into a company, a contact and an opportunity in one step. Every visit, chat and email moves with it.
Matched, not duplicated
An existing company is found and reused.
Checks before you convert
Set the questions a lead must answer to qualify.
History kept
Pages, chats and emails stay on the timeline.
No lead waits.
Six details that keep every lead moving.
Every channel scored
Forms, chat, events, email and calls feed the same score.
By territory
Areas and accounts set who owns each new lead.
By product or segment
Specialists get the leads they know best.
Rules you change
Adjust points and routing any time, without code.
Visitor signals
Pages read by a known visitor count toward the score.
Conversion reports
See which sources and scores turn into deals.
Questions.
How is a lead scored?
You decide which actions add or remove points, such as viewing your pricing page, asking for prices in chat, or going quiet for two weeks. AI-assisted scoring helps rank them.
Can routing follow our territories?
Yes. Leads can be routed by territory, product, segment, source or workload, or any rule you define.
What happens to a lead that is not ready?
It stays with an owner or joins an email journey, and its score keeps updating until it is worth a call.
Is the history kept when a lead converts?
Yes. The company, contact and opportunity carry every page visit, chat and email with them.
Call the right lead first.
Book a demo and we will set up your scoring and routing rules with you.