Lead routing
Every lead, to the right person, fast.
We send each form, call and chat to the person who should answer it and log it in your CRM with its source. If nobody answers, you get an alert.
Built in the tools you already use.
Free. One page. No call needed.
Where good leads go cold.
You paid for the lead. Whether it becomes work depends on who sees it first and how fast they answer.
Leads land in a shared inbox.
Everyone assumes someone else has it. The customer calls a competitor.
The wrong person gets the call.
A roofing lead goes to the gutter person. It bounces, and it waits.
After hours, nobody answers.
Many people search in the evening or on weekends. A form sent at night should not wait until Monday.
Missed calls vanish.
A call you cannot take is a lead you cannot see, unless something texts back and logs it.
Nobody knows how fast you really reply.
Without a record of when each lead arrived and when someone answered, speed is a feeling.
What we build.
One front door for every lead
Forms, calls and chats feed one flow with one CRM record per lead.
Speed-to-lead and routing rules
Who is told first, how, and what happens if they do not respond. Leads go in turn, or by service and area.
After-hours handling
Leads that arrive outside working hours get a prompt reply and a place in the morning queue.
Missed-call text back
An unanswered call gets a text right away and is logged as a lead.
Alerts for unanswered leads
If a lead sits too long, the next person in line is told, then the owner.
Response-time reporting
How quickly each lead was answered, by person, source and hour.
What a routing rule looks like
Who it’s for
Teams sharing incoming leads
Calls and forms need to reach the right person by service, area or working hours.
Businesses with missed handoffs
You need clear ownership when a lead arrives or the first person does not respond.
Owners using an existing CRM
You want routing rules built in your own tools, with a record your staff can check.
How it runs.
Map how leads arrive.
We list every form, phone line and chat, who answers each today and where the record ends up. A fixed scope and price follow before any build.
Write the rules with you.
Who gets which lead, how fast, what happens after hours, and who is told when a lead is missed.
Build and test every path.
Test forms, test calls and a test lead left unanswered prove each alert and record.
Report and adjust.
You see response times and booked work from your own CRM, and the rules change when a gap shows.
Fair questions.
Do I need to switch tools?
No. We build in the CRM, form tool and phone system you already have. If a tool cannot do something we need, the review says so.
Who owns the accounts and the rules?
You do. Every account stays in your name, and the rules are written in plain words your team can change.
Does a person still answer?
Yes. Routing gets the lead to them quickly with the right details. Automatic texts cover gaps like a missed call or an after-hours form.
How fast should a reply be?
We set the target with you, then measure real response times from your records.