What it does
When a new inbound lead arrives via form, demo request, or signup, enriches and scores it, then assigns it to the right rep based on territory, round-robin, or named-account rules.
You get
instant enrichment
scoring
and assignment on every inbound lead
How it works
Score the lead out of 100
create_ai_attributeUp to 40 points for ICP fit on industry, headcount and geography, up to 30 for intent from the form type, pricing page views and product activity last week, up to 20 for seniority and how relevant the role is, and up to 10 for previous touches on the account. Hot is 70 and up, warm 40 to 69, cold below 40.
Assign it to the right rep
Create WorkflowOn a form submission or a signup that is not purely self serve, it enriches the account, scores the lead, then applies the routing rules in order: a named account goes to its owner, otherwise territory by geography, industry and segment, otherwise round robin inside that territory to keep loads even. It creates a task with the context, the score and the reason for the routing, and pings the rep in Slack. Cold leads with no named account go to self serve nurture instead of to a person.
Check the balance and the SLA
Build DashboardVolume by tier, how evenly leads fall across reps, which should vary by less than 15%, the median time from arrival to first contact against two hours for hot and 24 for warm, and conversion per tier, with any rep well behind their peers flagged.
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