Routing rules
Match service, region, account and urgency to an owner.
Sales and lead management
AI Lead Routing Services
Send each enquiry to the right team, location or specialist with a visible owner.
How ai lead routing works
AI lead routing applies agreed rules to assign enquiries and escalate exceptions, helping teams reduce missed handoffs.
Fallback ownership
Assign an alternate when the primary team is unavailable.
Handoff alerts
Show context and next steps in your CRM or inbox.
Built for your team and market
Multi-team businesses that receive leads for different services or territories. We confirm your real service areas, languages, platform permissions, contact rules and customer journey during consultation. No location or outcome is assumed.
Map the current process
Document the sources, owner, data, timing and desired next step.
Define safeguards
Set approvals, consent checks, exception routes and access limits.
Measure the handoff
Agree on practical checks such as response time, completion and missed requests.
From enquiry to a reliable next step
Discover
Review goals, tools, sources and current handoffs.
Design
Define triggers, data, timing and approval rules.
Implement
Connect approved systems and test normal and edge cases.
Improve
Review results and refine the workflow with your team.
Clear answers
Frequently asked questions
Can routing use location?
Yes, when your real service areas and territory rules are supplied and approved. We do not assume coverage.
What if no rule matches?
The workflow sends the lead to an exception queue with a named owner.
Can it update our CRM?
We confirm your CRM’s integration options, fields and permissions before writing records.
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