Lead Routing Automation
A workflow concept that assigns new inquiries to the right owner.
Designed for: Sales teams
This is a product concept. Files, demo, documentation, performance results and release date have not been published. Checkout is closed.
Planned scope
These modules define the current concept. Exact deliverables will be documented before sale.
- Intake rules
- Duplicate check
- Owner assignment
Example workflow
This sequence explains the proposed behavior. It is not a live integration or a released feature.
Trigger
A visitor submits an inquiry form.
Planned actions
- Check whether the contact already exists.
- Assign the lead using a defined territory or service rule.
- Notify the assigned owner.
Expected result
The lead appears in the owner's review queue.
Technology and proof
Planned stack: Next.js, TypeScript, Webhooks. No performance score has been verified.
Choose a license
Planned prices; only available products can be checked out.
Single Site
$129
One end project for yourself or one client.
Not available yet
Pro
$229
Up to three end projects.
Not available yet
Agency
$349
Up to ten client end projects.
Not available yet