Simplify and Customize Lead Routing Workflows
Make complex workflows easier to manage with simple rule set-ups and a drag-and-drop builder.
Set routing rules to route any object, based on any attribute or related-object attribute
Create territory-based flows using geography, industry, tech stack, or custom lead criteria
Build and add custom account teams to routing workflows using the Dynamic Account Teams feature
Automate Lead Assignment with Round-Robin Routing
Distribute leads to the perfect salesperson every time with an automated, rules-based round-robin system.
Distribute leads between reps based on their workload or experience
Customize reps’ lead proportions with weighted distributions
Pull activity reports to manage and monitor lead distribution — all from a one dashboard
Align Lead Routing and Rep Availability
Manage your reps’ lead limits by day, week, or month.
Funnel excess leads back to sales reps on an automated and customizable schedule.
Coordinate routing with rep availability using time-off toggles and our Slack integration.
Think Beyond Just Lead Routing Software
Build fully automated 360° lead and data-quality management into your revenue operations with fast, accurate cleansing, enriching, and routing.
Ensure clean account-based routing with automated prerequisite account matching and deduplication processes
Update territories or account owners in bulk and get complete account data with multi-vendor, 3rd party enrichment
Simplify lead routing with custom territory rules and automated round-robin distributions