The right lead, to the right rep, in under 60 seconds.
Speed-to-lead is the most reliable predictor of whether you win a job. The business that responds in the first minute usually closes it; the one that responds in an hour is often just confirming the customer already booked someone else.
We automate the entire path from inbound lead to assigned rep — qualifying, scoring, routing, and notifying — so the right person is talking to the customer while the intent is still hot, even when your whole team is in the field.
Figures are from specific client deployments and pilots, not guaranteed results. Your numbers depend on your call volume, pricing, and current stack.
Qualify before a human touches it
Not every lead deserves the same response. We combine the data from your forms, call transcripts, and enrichment sources to score each lead the moment it arrives — separating the ready-to-buy from the tire-kickers and the spam.
Qualified leads trigger an immediate response and assignment. Lower-intent leads enter a nurture sequence instead of burning a rep's time. Nothing gets ignored, and your best people focus on the leads most likely to close.
- Scoring from form fields, call intent, and enrichment
- Spam and low-intent filtering
- Automatic nurture for not-yet-ready leads
- Configurable scoring rules per service line
Route by the rules that actually matter
Routing isn't just round-robin. We assign based on territory, service type, rep capacity, and your business rules — so a commercial HVAC lead in one zip code goes to the right crew, not just the next name on the list.
When the assigned rep doesn't respond inside your SLA, the lead automatically re-routes to a backup so it never goes cold waiting on one person.
Notify with full context
The assigned rep gets an instant alert — Slack, SMS, or both — with everything they need to respond: who the lead is, what they want, how urgent it is, and the full intake summary. No hunting through the CRM, no callback delay.
Every assignment and touch is logged automatically, so managers can see response times by source and rep without chasing anyone for updates.
- Instant Slack and SMS alerts with lead context
- SLA timers with automatic backup re-routing
- After-hours and overflow routing rules
- Response-time reporting by source and rep
Questions, answered.
The system reacts in seconds — scoring, routing, and notifying the rep almost instantly. The constraint becomes how fast your rep picks up, which is why we pair routing with SMS alerts and, for many clients, an AI voice agent that engages immediately.
Ready to deploy lead qualification & routing?
Most clients start with a Pilot — 2–3 systems live in four weeks. Book a 20-minute fit call and we'll tell you honestly whether this is the right first move for your stack.