The Right Lead Reaches
The Right Rep.
Roofing goes to your roofer. Commercial goes to your closer. Every new lead lands with the person who should handle it, picked by what they came in about. And if that rep is off or booked solid, the next one steps in.
- 0
- Leads Left Unassigned
- By Topic
- Matched to the Right Rep
- Always
- Someone Available Owns It
- 0
- Leads Left Unassigned
- By Topic
- Matched to the Right Rep
- Always
- Someone Available Owns It
Every Lead.The Right Person.
Not whoever picks up first. The rep who actually handles that kind of job, and is free to take it.
What Smart Lead Routing Does
You know which of your people should handle a roofing job versus a commercial bid. Smart Lead Routing puts that knowledge to work. Map each topic to a rep once, and every new lead about that topic lands with the right person, picked up from your form or asked for in plain conversation. Two people cover the same topic? Leads split evenly between them. Someone on vacation or booked solid? They get skipped, and the next available rep takes it. No lead ever sits in a pile with nobody's name on it.
Sound familiar?
The Wrong Rep Gets It
A big commercial lead lands with someone who only does small residential jobs. By the time it reaches the right person, the moment is gone.
First Free, First Grabbed
Whoever happens to be free grabs the lead. Not the one who knows the work best. Your strongest closer never even sees it.
Leads Sit in a Pile
A new lead comes in and nobody owns it. Hours pass. Everyone assumed someone else picked it up. Nobody did.
Assigned to Someone Who Is Out
The lead went to a rep who is on vacation this week. It just sits in their inbox, unread, while the customer waits.
How It Works
Map Topics to People
One simple table. Roofing goes to Bob. Solar goes to Olivia. Your words, your team. Drag a row up to make it win when two could match.
A Lead Comes In
It reads the topic straight off your contact form. No form field? It just asks, politely: "Quick one so I point you to the right specialist."
It Goes to the Right Rep
Matched to your table, assigned once, and dropped into that person's inbox. Put two reps on a topic and the leads share out evenly between them.
Off or Booked? Next in Line
A rep on time off, or full on their Google or Outlook calendar, gets passed over. The lead goes to the next available person instead of waiting on someone who is out.
What You Get
Route by Topic
Your topics, in your own words. Roofing, Commercial, Solar, however you split the work. No keyword lists to maintain.
Pro+You Set the Priority
When two rules could both fit one lead, the top row wins. You decide the order, so a commercial roofing job lands where you want it.
Pro+Share a Topic Across Reps
Put two or more people on the same topic and leads rotate evenly between them. Nobody gets buried, nobody gets skipped.
Pro+Skips Reps Who Are Out
Time off or a booked calendar, and that rep is passed over automatically. It checks their real Google or Outlook availability first.
Pro+Nobody Falls Through
No topic match? The lead is still assigned by your normal rules. Every lead ends up with an owner, every time.
Pro+One Owner, No Double-Ping
Each lead is assigned once, to one person. No passing it around, no duplicate alerts, no "who has this?" confusion.
Pro+Every Rep Working on What They Do Best
The Right Rep, Every Time
Leads land with the person who actually knows that job, not whoever is closest to the phone.
Nobody Waits on Someone Who Is Out
A rep on vacation or booked solid gets skipped automatically. The next available person takes it.
One Team, No Overlap
Each lead goes to one owner. No double-pinging, no two reps chasing the same customer.
The right person, every single time.
Perfect For
Home Services
HVAC, Plumbing, Electrical, Cleaning
Construction & Engineering
Roofing, Landscaping, General Contractors, Pool Installation
Real Estate
Agents, Property Management, Commercial vs Residential
Healthcare & Medical
Med Spas, Clinics, Dental, Specialties
Automotive
Sales, Service, Parts, Fleet
Consulting & Professional Services
Agencies, Law Firms, Accountants, Practice Areas
Checks Real Availability
Before it routes a lead, it looks at the rep's live calendar. A booked or blocked rep gets skipped so the lead never waits.
Works Even Better With
Lead Qualification
Every lead is scored and understood before it is routed, so the right rep gets a lead worth their time.
Scheduling
The rep who gets the lead is one with open slots, so a booking happens while the lead is still warm.
Follow-Through
Once a lead is assigned, it shows up on that rep's daily action list. Nothing gets forgotten.
Team Handoff
Routing picks the rep. Handoff decides the moment a thread stops being handled alone.
Missed Call Text-Back
Nobody got to the phone. A text goes out, and the caller lands back in your queue instead of gone.
Common Questions
Put your pipeline on autopilot
Start your free trial today. Cancel anytime. No credit card required.
Start Free Trial