Lead Assignment & Routing
Every lead lands with the right person automatically.
The problem
Leads pile up unassigned, or go to whoever happens to see them first.
The repetitive task it eliminates
Manually deciding who should handle each new lead and notifying them.
How the automation works
New leads are routed to the right team member based on rules — territory, round-robin, or expertise — with a notification so nothing sits waiting.
Business benefits
- Faster handoff to the right owner
- Balanced workload across the team
- No leads left unassigned
- Clear ownership from the first moment
What's included in the setup
- Routing rule configuration
- Team member setup
- Notification messages
- Testing and deployment
Implementation scope
Starter — $199
- One primary automation workflow
- Basic workflow configuration
- One or two supported integrations
- Basic testing
- Deployment and handover
- Seven-day bug-fix support
These are standard scopes, not unlimited development commitments. Additional integrations, custom features, and substantial changes must be quoted separately.
Seven-day post-deployment support
Every standard implementation includes seven days of post-deployment bug-fix support. This covers corrections to functionality that does not operate according to the agreed specifications.
Not included:
- New features
- Additional workflows
- New integrations
- Changes in business requirements
- Third-party service outages
- Changes caused by external platform updates
These can be quoted separately.
Requirements & limitations
- Access to your CRM
- A list of team members and rules
Third-party subscriptions, API costs, and platform fees are not included and will be disclosed before setup. We never ask for passwords through ordinary forms — secure delegated access is used where needed.