Send each enquiry to the right person.
Lead routing directs enquiries to the person best placed to handle them using rules we agree with you, preserves the useful context captured with the enquiry and flags unclear ones for a person to review — so follow-up is coordinated, not duplicated.
One clear owner for every enquiry.
We prepare lead routing around how your business actually works — directing enquiries by agreed rules, preserving the context captured with them and providing a human-review path for unclear ones. No invented staff, territories or response guarantees, and no claim that routing is already active. A routed enquiry is not a booking or a sale.
Directing enquiries to the right person
Using rules we agree with you, each enquiry is sent to the person best placed to handle it — by service, location or priority — rather than landing on whoever happens to be free, or on no one.
Preserving enquiry and qualification context
The details captured with the enquiry — what it's about, where, and when it's needed — travel with it, so the person picking it up starts with context instead of re-asking the same questions.
A human-review path for unclear enquiries
When an enquiry is incomplete, unclear or conflicting, it's flagged for a person to review rather than routed to the wrong place or dropped — so nothing useful falls through a gap in the rules.
Reducing conflicting assignments and repeated follow-up
One clear owner per enquiry means two people aren't chasing the same lead, and the same contact isn't messaged twice by overlapping follow-up — so follow-up is coordinated, not duplicated.
What you receive.
- A lead routing setup configured to direct enquiries using your agreed rules.
- Approved routing rules covering service, location, qualification and channel criteria.
- Enquiry and qualification context preserved and passed to the assigned owner.
- A human-review path for incomplete, unclear or conflicting enquiries.
- One owner per enquiry with reassignment only where explicitly approved.
- Routing mapped to your CRM contact, opportunity and task assignment without duplicating existing work.
What we’ll need from you.
- •Verified details about your services, service areas and how enquiries are handled today.
- •The rules you use to decide who handles an enquiry (approved with you).
- •Approved reassignment rules and a human-review path for unclear cases.
- •Access to your CRM sub-account, users and existing contact/opportunity fields.
- •A quick review of the approved routing rules before they go live.
How a lead routing project runs.
The recommended scope depends on your business — we suggest a practical starting point rather than requiring everything at once.
Discovery
We learn about your services, how enquiries come in today, who handles what and where a person needs to step in.
Agreed scope
We agree the routing rules, the human-review path, the reassignment policy and a proposed timeline before any work starts.
Build
We prepare the approved routing rules, ownership mappings and CRM assignment, and check the journey before launch.
Review
You review the approved routing rules and assignment behaviour. We refine before it goes live.
Connect & test
We connect the relevant channels and CRM where in scope and test the routing journey end to end before launch.
Improve
We review routing outcomes and follow-up, identify friction and agree the next useful improvement.
What’s delivered, configured and tested
You receive the approved routing rules, ownership mappings and CRM assignment — ready to connect to the relevant channels and CRM. The rules, owners and human-review path are configured with you and tested end to end before launch, so routing only assigns an owner once the connected system actually completes the assignment. A routed enquiry is not a booking or a sale — routing helps a person decide whether and how to follow up. We don't guarantee a particular assignment outcome, and we don't claim routing is already active. We recommend a practical starting point based on your existing setup, goals and budget.
Questions about lead routing.
One owner per enquiry. Less duplicated follow-up.
Tell us how enquiries are handled today and where follow-up gets uncoordinated. We’ll discuss a practical place to start.