Solutions · Lead Management & Routing System
Every lead captured, scored, and routed, with alerts
Captures, enriches, dedupes, scores, and routes leads to the right owner, with service-level monitoring and reporting.
A productised build within our Workflow Automation service
Leads slip through gaps between forms, enrichment, and the CRM, and routing is unreliable.
Who it's for
RevOps and marketing operations teams responsible for lead flow.
What it does
What it handles
Form and event lead capture, enrichment, and deduplication
Scoring and territory assignment
CRM routing and alerts
Service-level monitoring and reporting
Example workflow
How it works, step by step
A lead is captured
It is enriched, deduplicated, and scored
It is routed to the right owner with an alert
Response times are monitored and reported
Systems it connects to
Works with the stack you have
You stay in control
Rules your team defines and owns. Service-level monitoring makes gaps visible, and every routing decision is logged. Automation proposes; a person stays in control.
How we deliver it
Assess, embed, build, optimise
Assess
Map how the work runs today and the answers your team approves.
Embed
Connect to the systems you already use, inside your own accounts.
Build
Ship it with guardrails and clear handover rules.
Optimise
Tune it as real use comes in, and your team stays in control.
See how this is built
A labelled, honest walk-through of how a Lead Management & Routing System is built. No invented clients or metrics.
Stop losing leads between systems
Start with a fixed-scope assessment and a prioritised plan you keep.